How I Work

Taxes can feel stressful, especially when you’re an expat. It’s my goal to make the process as easy as possible.

No Appointment Necessary

I prefer to work remotely on tax returns because it gives me time to concentrate solely on your return and not be rushed within in the confines of a set appointment. That being said, I know that taxes cause a certain amount of anxiety (totally normal!), and you want to know the results quickly.

That’s why I’ve set up the following system:

  1. You choose the week you want your US tax return completed (including federal, state—if necessary, and FBAR—if necessary).

  2. You send me your documents, via a secure link that I will provide, by Monday of that week.

  3. I will work on your return and contact you with any questions during the week. Your only job is to answer those questions in a timely manner.

  4. I will send you your return by Friday of that same week and invoice you.

  5. Once that invoice is paid, I will e-file you, and you’re all set until the following year.

Schedule Your Return

Features of My Process

  • I know your tax documents have sensitive financial information on them. That’s why I use an upload system with a secure, encrypted link and storage. All documents will be stored on encrypted drives.

  • All communication will be through encrypted email service. If you would prefer a phone call, I’m happy to do that too.

  • You can take the time you need to review your tax return and ask questions about it. I will never e-file your return until I have your signature.

  • Once you’ve reviewed and approved the return, I will send you an invoice for my tax services. Once the invoice is paid, I will e-file your US federal tax return, and the state and FBAR if needed.