Tax Prep Process

4 easy steps to simplified US expat tax preparation!

Below, you will find a brief overview of how we work with you once you engage us to provide expat tax preparation services. We do our best to make things simple and easy for you, while we diligently work behind the scenes to try to make sure you pay the least amount of US tax required by law.

Step 1: Register today and get paired up with an accountant

When you decide to work with Greenback, the first step is to register. We can then gather some initial information and match you up with one of our expert CPAs or IRS Enrolled Agents. This first step formally engages us to do your tax return and commits you to working exclusively with Greenback Expat Tax Services.

Within one business day after registering, your accountant will contact you via email about your circumstances and the services you are seeking.

Need to catch up on multiple years of returns? Have state filing requirements? Don’t know exactly what you need to do? This initial round of communication will help you and your Greenback accountant iron out all the details.

Step 2: Work with your accountant to complete your return

We will set up a virtual folder for you in our secure data portal. This system enables you to upload the documents that your accountant needs to prepare your return. Your Greenback accountant will post a questionnaire for you to fill out that tells you what documents you need to collect; you upload the documents and the questionnaire, and we crunch the numbers! Usually there will also be a fair amount of back and forth via email (or Skype/phone, should the situation warrant a live conversation) to ensure your accountant fully understands your individual circumstances.

If you don’t have access to a scanner, you can mail us documents (doing so usually adds a couple of days to the process). Your accountant will begin preparing your US expat tax return once you have uploaded all the necessary documents and will contact you for further information if necessary. In most cases, we have your return ready within 5 business days of receiving all the information we need from you. If you need faster service, please ask and we will try our best to accommodate you. Upon completion, your expat tax return will be posted to your folder on our secure data portal.

Step 3: Review your return and make your payment

Payment will be due 5 days after you receive your draft US tax return. An invoice will be sent to you as soon as we upload your return for you to review. We accept Visa, MasterCard and American Express. You should review your return as soon as we upload it. We will be happy to clarify anything for you or make changes to your return if necessary. Even after you make payment, we are still happy to make changes to your return should you need any.

Once you have confirmed that you are happy with your US tax return and you have paid the invoice, we will upload your finalized return to your folder on our secure data portal for your records.

Step 4: Send your return to the IRS

In most cases, we will be able to e-file the US tax return on your behalf. There are some circumstances where the IRS prohibits e-filing (for example, if you are late filing your US tax return). If this applies to you, we will provide you with the instructions you need to send your US tax return by mail.

 

Want more details about working with us?

Want to see how we work directly with our customers? Please visit the Working With Greenback section.

If you’re not ready to begin the tax preparation process, you can schedule a consultation to review and questions or concerns you may have. If you have any general questions about working with us, please don’t hesitate to contact us.