US Taxes: Selecting the Right Preparer

Find the Right Preparer

With US taxes, the person who prepares your returns makes all the difference

We have had many prospective clients contact us regarding the preparation of their US taxes while living overseas. While there are other preparation firms available, it is important to understand that the quality of the preparations (and the value offered by the firm) must be taken into consideration. Selecting the right firm is important no matter the complexity of your return or where in the world you are located.

Many firms that prepare US taxes lack the understanding that quality and customer service are important when it comes to taxes. Many firms charge thousands of dollars while they distribute their client’s tax returns to others around the office that need to learn how to prepare US taxes for individuals living abroad, or simply will outsource information to low-cost preparation firms in countries with low labor costs. Needless to say, either of these tactics can result in incorrect preparations and delays in your final return being delivered.

The tactics above also provide an environment that will leave clients feeling like nothing more than a number. Accountants should get to know their clients, understand their personal situation and learn every detail in order to turn life experiences (and expenses) into quality returns that can save their clients’ money.

Phil G, the founder of a cleft lip and palate surgical team (NGO), hired a preparation firm when it came time to prepare his US taxes while working in South America. He later found out that his returns were being passed around the office (at his expense!) in order to teach new accountants about IRSguidelines with US taxes for expatriates abroad. Needless to say, he did not get to know his accountant very well, either.

In Phil’s words: “In the end, I discovered the accountant I was paying with the other tax service company was tasking out my account to others in the office who were literally learning their jobs at my expense while I was charged four times what Greenback Tax Services charges. I got to know my Greenback tax accountant personally, found we had a lot in common…”

Need Help With Your US Taxes?

We have a great resource in our “US Expat Taxes Explained” series that covers many details of US taxes. Even with a virtual service, personal attention is always available with Greenback Expat Tax Services. If you need assistance with your US taxes or would like to learn more about our expat tax services, please contact us.