US Expatriate Tax Services

As a US based certified public accounting (CPA) firm, ExpatCPA is dedicated to serving the American expatriate community around the world with a sole focus on income tax preparation and planning for Americans living abroad (expatriate tax returns). Our CPA firm features an innovative tax preparation system that expedites the preparation of your U.S. tax return no matter where you live in the world. We also have Skype technology available for free voice and video conferencing to help facilitate communication.

Information age technology now allows Americans participating in the global economy to enjoy the benefit of an accessible and professional US CPA no matter where they live without giving up the availability and reliability of a local CPA office.  We can prepare your return on a timely bases via the internet utilizing one of the following methods based on the technology available to you and your comfort level:

1.     On-line Tax Preparation  

Step 1: Complete our state-of-the-art TaxNotebook (on-line tax organizer) and submit it to us electronically.  If you are a new client please request an ID and password by submitting the information request form at the bottom of this page).  If you are a continuing client your tax notebook is provided pre populated to include all your information from last year (please email us if you need your client ID and your password).  Our interactive tax questionnaire is supported by CCH to ensure a high degree of security. Step 2: Once you submit your Tax Notebook, we will contact you to introduce ourselves and follow-up with any questions we may have to complete your tax return. Step 3: Within 5 business days of receiving your tax information, we will e-mail the completed tax return to you in a password protected PDF format for your review. Step 4: We will assist you with e-filing your tax return with the IRS. A licensed CPA will review and sign your tax return. 

2012 US Tax Notebook

 

 

 

2011 US Tax Notebook

 

If you wish to read more about US taxation of expatriates, please refer to our US Expatriate Tax Advisor page.) 

       2.      E-mail Tax Preparation

Step 1: Download our tax questionnaire (in Microsoft excel format) simply click on the link at the end of this paragraph.  Complete the questionnaire and e-mail it to us as an attachment.  Step 2: Once we receive your questionnaire, we will contact you to introduce ourselves and follow-up with any questions we may have to complete your tax return. Step 3: Within 5 business days of receiving your tax information, we will e-mail the completed tax return to you in a password protected PDF format for your review. Step 4: We will assist you with e-filing your tax return with the IRS. A licensed CPA will review and sign your tax return(If you wish to read more about US taxation of expatriates, please refer to our US Expatriate Tax Advisor page.) 

 Download Our 2012 US Tax Questionnaire Click here to download our tax questionnaire  (MS Excel 5.0 format). If the password window appears simply click the cancel button and the questionnaire will download automatically.)

Download Our 2011 US Tax Questionnaire

Download Our 2010 US Tax Questionnaire

Download Our 2009 US Tax Questionnaire

Download Our 2008 US Tax Questionnaire

Download Our 2007 US Tax Questionnaire

Download Our 2006 US Tax Questionnaire

Download Our 2005 US Tax Questionnaire

Download Our 2004 US Tax Questionnaire

Download Our 2003 US Tax Questionnaire

Download Our 2002 US Tax Questionnaire

Download Our 2001 US Tax Questionnaire

Download Our 2000 US Tax Questionnaire

Download Our 1999 US Tax Questionnaire  

Foreign Bank Account Questionnaire

          Download Our Foreign Bank Account Questionnaire

Extension for Filing Tax Return Questionnaire

          Download Our Tax Return Extension Questionnaire

To request a fee quote or for more information on this matter or if we may be of further assistance please contact us by e-mail at info@expatcpa.com or complete the information request form below or call us at (714) 939-7670 or direct to a tax manager at (714) 912-7735 .

For your convenience, we accept fee payments by Visa, MasterCard, American Express., US checks, and bank wire.

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