OUR PROCESS

We specialize in the preparation of U.S. Individual Income Tax Returns, particularly for U.S. citizen's resident abroad. We have been helping them with their U.S. Tax Returns and with other U.S. tax matters for years. Our procedures are designed to make Tax Return preparation as easy and painless as possible while at the same time assuring that you benefit from all the deductions, exclusions and credits to which you are entitled. 

5-STEP TAX PREP & FILING

THE TAX PREPARATION PROCESS MAY BE SUMMARIZED IN THE FOLLOWING 5 STEPS:

  1. You send us a copy of your Tax Return for last  year (Form 1040 or Form 1040NR) and copies of Forms 1099  (Interest and Dividends), Forms SSA-1099 (Social Security Pensions), Forms K-1  and any other income sources. If you have any additional information you think  may have tax consequences send it with the other information.
  2. Then, in red ink, mark on the copy of last years tax return you  are sending to us, other necessary this year data (in U.S. $) i.e. foreign  interest & dividends, foreign salary and foreign income tax, rental income & expense etc. While this may appear a bit messy, it saves you and us a  considerable amount of time and therefore keeps the fees low.
  3. We review the data and contact you for any additional necessary  information.
  4. We prepare your return and notify you when the return is prepared, give you the results and request payment of the fee.
  5. Your return is sent to you for review, to be signed and submited to the IRS.

Alternatively if you would prefer to complete a detailed questionnaire in lieu of Step 2 above, please send us a copy of your tax return for last year and we will send you the necessary questionnaire.

FEE RANGE 

Our professional fees for U.S. tax returns are based on the complexity of the  return and the time spent in preparing the return. These returns range from  retirees to the more complex returns with a Foreign Earned Income Exclusion (Form 2555), a Foreign Tax Credit (Form 1116), Rental Income (Sch E), and  Business Income (Sch C), a Foreign Corporation (Form 5471), a Foreign  Partnership (Form 8865), etc.

Simple Return:     $150 - $300 (Social Security, Retirement, Interest, Dividends and a few Security Sales)

Average Return:     $300- $600 (Rental Income, Forms 2555 and 1116)

More Complex Return: $600 & Up (Business Income, Moving Expense, Alternative  Minimum     Tax, Form 5471, Form 8865)

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