About
-We help individuals living outside of their home country with tax preparation and consulting needs.
-The owners have been focused on serving expatriates for over 20 years.
-One of the partners is an attorney who focuses on estate planning and expatriate issues.
-Both partners were with the Big 4 firms prior to starting the firm.
-We help with FIRPTA withholding issues (non-resident owners of US real estate), tax return preparation, tax equalization review, Forms 5471 and associated international forms, as well as 1040NR preparation for non-resident alients.
-I enjoy the satisfaction of making the client happy and to make complicated issues simple for the client.
Highlights
Reviews
Zachary C.
Frequently asked questions
What is your typical process for working with a new customer?
We are happy to discuss your situation over the phone, email, skype, etc. We can give you a fee quote for your approval in advance of getting started. Our technology makes on-line collaborating very simple and secure.
What education and/or training do you have that relates to your work?
CPA in California, Washington State, Hawaii (Charles Kauffman).
Attorney in California (Don Nelson).
All of our employees are CPA's or have passed an IRS certification to handle returns and most have over 25 years' experience.
Do you have a standard pricing system for your services? If so, please share the details here.
Our fees are generally based on the forms required for preparation and are generally a flat fee quoted and agreed in advance. Hourly rates are used for consulting services and depend on the complexity of services requested.
How did you get started in this business?
I started my tax career by working on the taxes for a large (2,000 internally assigned employees) international aerospace company and have helped individuals working in the tech companies as well as those individuals who are self-employed.
What types of customers have you worked with?
We have over 700 clients living in 70+ countries.