(347) 770-3442 philtaxcpa@gmail.com

     

 
 

Expat Tax Process

 

Expat Tax Process

Expat Tax Preparation Process

Our process is easy and convenient for U.S. expatriates living abroad. Please review the details below and feel free to call our office at 347-770-3442 if you have any questions. 

Here's how it works:

Share File Access From Our CPA

We'll send you a username and password to access our shared file system. This system will allow us to share documents securely.

Upload Tax Documents

Please download and complete this questionnaire. Upload the completed form along with all applicable tax forms, including W-2s, 1099s, and all income and expense documentation (see Tax Appointment Checklist below). 

Accurate Tax Preparation

Once we've reviewed all of your information, we will prepare your draft U.S. tax return and upload it to your secure folder. At that point, you will also receive an invoice from us. Payment is not due until you are satisfied with your draft return.

Get Your Tax Return & Make a Payment

You pay the invoice, and we'll upload the final tax return to you, with mailing directions. We'll gladly e-file

What to Bring with You

 All documents and data needed for your tax appointment. 

Personal information

  • Last year's income tax if you are a new client
  • Name, address, Social Security number, and Date of Birth for yourself, spouse, and dependents
  • Dependent Provider, Name, Address, Tax ID, and S.S.N.
  • Banking information if Direct Deposit is required

Income Data Required

  • Wages and/or Unemployment
  • Interest and/or Dividend Income
  • State/Local income tax refunded
  • Social Assistance Income
  • Pension/Annuity/Stock or Bond Sales
  • Contract/Partnership/Trust/Estate Income
  • Gambling/Lottery Winnings and Losses/Prizes/Bonus
  • Alimony Income
  • Rental Income
  • Self-Employment/Tips
  • Foreign Income

Expense Data Required

  • Dependent Care Costs
  • Education/Tuition Costs/Materials Purchased
  • Medical/Dental
  • Mortgage/Home Equity Loan Interest/Mortgage Insurance
  • Employment Related Expenses
  • Gambling/Lottery Expenses
  • Tax Return Preparation Expenses
  • Investment Expenses
  • Real Estate Taxes
  • Estimated Tax Payments to Federal and State Government and Dates Paid
  • Home Property Taxes
  • Charitable Contributions Cash/Non-Cash
  • Purchase qualifies for Residential Energy Credit
  • IRA Contributions/Retirement Contributions
  • Home Purchase/Moving Expenses

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