how we work
01.
30-minute free no obligation consultation during which we will assess your filing requirements, your life happens events and outline any potential areas of tax optimization. We’ll recommend a course of action tailored to you. We will also be in a position to provide you with a no-hidden-extras quote for our services.
02.
We send you a tax questionnaire and our engagement letter. The questionnaire can be paper, pdf or online depending on your preference.​​​​​​​​
03.
You return the questionnaire, the signed engagement letter and upload your documents to our secure online repository. We'll be notified that you've uploaded your information and we'll start the preparation process. If we require further information we'll reach out to you on your preferred methog of communication
04.
Know exactly where your return is in the preparation process.
05.
We will send you a draft of your return for your perusal. When everything is just right, we will e-file your return and your foreign bank account reporting.​​​​​​​
OUR FEES
You want fees that are clear, comprehensive, upfront and with absolutely no hidden extras.
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Sign-up for our free 30-minute consultation at the end of which we will quote you for services that are tailored to meet your needs. This will be the price you pay and, unless you have hidden extras for us, there will be no hidden extras for you.