Tax Preparation

Extend Your Tax Capacity Without Hiring

Our team prepares and reviews U.S. expat returns including Form 1040, 1040NR, FATCA, and FBAR under your brand and timelines.

Our Values Define Us

Improve Margins

Reduce your tax prep cost by up to 50 percent while maintaining review quality and delivery control.

Save Internal Hours

Shift repetitive prep work to our team so your staff can focus on high-value client interactions and advisory.

Deliver Consistently

Clients receive on-time, well-reviewed returns with full documentation and organized delivery.

Work with Specialists

All work is handled by professionals trained in U.S. expat tax reviewed, version-controlled, and tracked on SIMBA.

Track your entire tax journey from start to finish

  • START

1

Schedule a Call

2

Upload Docs

3

Return Preparation

4

Return Finalized

  • DELIVERY

What’s Included in Tax Preparation

01

Individual Tax Returns
  • Form 1040
  • Form 1040NR (nonresident returns)
  • State returns across all jurisdictions
  • Dual-status and part-year filings
  • Married filing separately with NRA spouse considerations
  • Extension filings (Form 4868)

02

Foreign Income Reporting
  • Form 2555 for Foreign Earned Income Exclusion
  • Form 1116 for Foreign Tax Credit
  • Form 8938 for FATCA reporting
  • FinCEN 114 (FBAR) for foreign account disclosure

03

G-4 Visa & Special Cases
  • Tax returns for G-4 visa holders
  • Coordination of treaty exemptions and exemption tracking
  • Analysis of taxability based on immigration status and income source

04

Income Types & Schedules
  • K-1 income (Partnerships, S Corps)
  • 1099-NEC, INT, DIV, MISC, R
  • Capital gains, rental income, stock sales
  • Schedule A, B, C, D, E, SE

05

Firm-Level Controls
  • All returns are reviewed before delivery
  • Version history and comments are tracked in SIMBA
  • Delivered branded, ready for signature or e-filing

We adhere to international standards for data handling and security.

  • Encrypted data storage

  • GDPR, SOC 2 Type II, and ISO 27001 certified

  • Hosted on AWS for secure, reliable infrastructure

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Let’s Get Your Return Started!

You’ll be guided through every step from onboarding to final filing with expert support always available.

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