Tax Prep Process

5 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: Get Started with Greenback

We’re standing by to give you unbeatable peace of mind. Simply tell us what you’re looking for by filling out this form and we’ll get you the answers. From questions about our services to starting on your expat taxes, we’re here to help every step of the way!

Step 2: Meet Your Accountant

This is where the magic happens. Within one business day, you’ll be introduced to one of our awesome accountants who will partner with you from start to finish. Once they have your info. and documents, they will fully review your situation and work to ensure your tax return is accurate and uncovers all the best opportunities for savings and deductions.

Step 3: Upload Your Info + Docs

You’ll work with your accountant to upload all the docs you’ll need to your Greenback Tax Companion account – an online system that makes filing expat taxes an amazingly easy experience. Using your answers to a handful of questions, your Tax Companion becomes customized to you, ensuring you upload all the info and docs you need.

Step 4: Review Your Draft + Pay

Your work here is almost done! Simply review your draft tax return, work with your accountant to answer any final questions and approve it. And the best part? You only pay after your draft tax return is complete.

Step 5: You’re Done

Once you submit your payment, your accountant files your taxes and you can relax. In fact, you can breathe easy for the rest of the year, too! We’ll keep you posted on important tax news that affects US expats.

 

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.