US Tax Return Process

Getting Your US Tax Return Done with US Expat Tax Help in 6 Easy Steps

Step 1. Register with us as a new client. Within one business day, one of our accountants will contact you to gather initial information necessary to complete your return. You will be provided with access to you own personalized folder in our secure client portal.

Step 2. Download and complete our Tax Questionnaire. When complete upload it to your personalized folder. We will review your completed questionnaire and possibly ask additional questions to ensure we have all the necessary information.

Step 3. We will prepare an Engagement Letter and have you sign it. The Engagement Letter clarifies the nature and extent of the services we will provide, what it will cost you and the responsibilities of both US Expat Tax Help and you as our valued client. 

Step 4. Sit back and relax. We will crunch the numbers and prepare your tax return. Your return will normally be completed within ten business days after we receive the signed engagement letter.

Step 5. Review your return. When we have completed the draft of your tax return, we will place it in your personal client portal and email you that it is ready for your review. We will be happy to explain the return and, if necessary, make any changes. Payment is due at this time. We accept all major credit cards. 

Step 6. File your return. When you have confirmed you are happy with your tax return and full payment has been made, we will upload the finalized return to your client portal. In most cases your return can be electronically filed. If your return is required to be mailed, we will provide you with instructions on how to mail your return.