Do you offer payment plans?

Yes, Zenith Financial offers flexible payment plans for clients who prefer to spread the cost of tax preparation over time. We understand that expat tax services represent an investment, and we want to make our services accessible.

Our standard payment structure is 50% due when you engage our services and the remaining 50% due when your return is ready for filing. This is our default arrangement and works well for most clients.

For larger engagements — particularly multi-year Streamlined filings or comprehensive packages involving multiple country filings — we offer extended payment plans that can spread the cost over 3-4 monthly installments. The specific terms depend on the total engagement amount and are arranged during the onboarding process.

We accept payments via credit card, debit card, bank transfer (ACH), wire transfer, and PayPal. For international clients, wire transfers are often the most convenient option. We can accept payments in US dollars from bank accounts worldwide.

A few important notes about payment: we do not require full payment before beginning work — the initial 50% payment allows us to start immediately; we never withhold your completed return as leverage for payment — if your return is complete, you receive it; and we are transparent about all costs upfront, so there should never be a surprise bill at the end of the engagement.

For clients experiencing financial hardship, we evaluate situations individually and may offer additional flexibility. Our goal is to help you achieve tax compliance, and cost should not be a barrier to getting caught up on your filings.

All payment terms are outlined in our engagement letter before we begin any work, so you know exactly what to expect.