Book Your Free Consultation
Book a free 15-minute video consultation to discuss your US expat or US-Canada tax situation and which filing service fits your needs.
Before your call, review our published tax preparation plans and ask which forms, fees and exclusions apply to your situation.
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Consultation Details
Duration
15-minute complimentary session
Meeting Type
Video call on Microsoft Teams
Availability
Choose an available date and time in the calendar. Check its time-zone selector before booking.
What to Prepare
To make the most of your consultation:
- Recent tax returns (if applicable)
- List of specific questions or concerns
- Information about your financial situation
- Any relevant financial documents
Topics to Discuss
Use the initial call to explain your needs and agree next steps. Confirm the scope, fees and responsibilities before starting paid work.
Individual Filing Questions
Discuss your filing history, income sources and the returns you may need help preparing.
Business Filing Questions
Describe your business activities and entity structure, then confirm whether the requested work is within the preparation scope.
Expat Filing Questions
Bring your residence history, foreign income details and prior returns to identify questions for review.
Accounting Questions
Describe the records or reports you need help with and ask which accounting tasks can be included in a written engagement.