What happens after I submit my documents?

After you submit your documents through the secure client portal, our team follows a structured process to prepare your return efficiently and accurately.

Within 1-2 business days of receiving your documents, your assigned tax professional performs an initial review to confirm that all necessary materials have been received. If anything is missing or unclear, we will reach out through the portal messaging system with specific questions. We try to consolidate all follow-up requests into a single message to minimize back-and-forth.

Once we have everything we need, your preparer begins the substantive work: analyzing your income sources, determining the optimal tax strategy (FEIE, FTC, or combination), preparing all required forms and schedules, and calculating any tax owed or refund expected. For cross-border returns, this includes coordinating treaty positions and ensuring consistency across multiple filings.

After preparation, your return goes through our internal quality review process. A senior reviewer examines every aspect of the return — income reporting, deductions, credits, international forms, and all calculations. This second set of eyes catches potential issues and ensures the highest quality.

You then receive your draft return for review through the client portal, along with a summary memo that explains key positions taken, any strategic decisions made, and the bottom line (tax owed or refund). You can review at your convenience and ask any questions through the portal.

Once you approve the return, we e-file it with the IRS and file your FBAR through the BSA E-Filing System. You receive confirmation of filing and can access your completed return documents through the portal at any time.

Throughout the process, you can check the status of your return in the client portal. We provide status updates at each stage so you always know where things stand.