How do I get started with Zenith?

Getting started with Zenith Financial is simple and takes just a few minutes. Here is how to begin.

Step 1 — Book Your Free Consultation: Visit our website and schedule a complimentary consultation. You can choose a time that works for your time zone, and the consultation can be conducted via video call, phone, or even through our secure messaging system if you prefer written communication.

Step 2 — Tell Us About Your Situation: During the consultation, we will ask about your living situation, income sources, foreign accounts, and filing history. There is no obligation at this stage — we simply want to understand your needs and determine how we can help. We will answer any questions you have about the process, timeline, and fees.

Step 3 — Receive Your Quote: Based on our consultation, we provide a clear, detailed quote for our services. Our pricing is transparent with no hidden fees. You will know exactly what is included and what it will cost before committing to anything.

Step 4 — Sign Your Engagement Letter: If you decide to proceed, we send an engagement letter through our secure portal. You can review and sign it electronically in minutes.

Step 5 — Access Your Client Portal: Once engaged, you receive access to your personal client portal where you can upload documents, complete your tax organizer, track the status of your return, and communicate securely with your assigned tax professional.

What to have ready for your consultation (optional but helpful): your most recent US tax return (if you have one), a general idea of your income and where you earn it, information about any foreign financial accounts, and any specific questions or concerns about your tax situation.

Whether you are a first-time filer, catching up on unfiled years, or switching from another preparer, our team is ready to help. We look forward to working with you.