TU
I’m Allen Pfeister, a CPA that has been working almost exclusively with American Expats since 2013.
Frequently Asked Questions
What services do you offer?
Tax consulting and preparation services tailored specifically for Americans living overseas.
How much do your services cost?
Quotes are always provided upfront after you submit a questionnaire and tax documents.
What is the process for preparing my tax return?
I am committed to making the tax preparation process as straightforward and stress-free as possible. Here are the steps to having your return prepared:
- Initiation:
Questionnaire: I will send you a link to a comprehensive questionnaire that needs to be completed. This helps us ensure all relevant information is considered.
Document Upload: You will receive a link to a secure folder with end-to-end encryption where you can safely upload all necessary documents.
2. Review and Quote:
After receiving your tax information, I will conduct a thorough review and provide a written, upfront quote for your approval.
3. Draft Preparation:
Within one to two weeks, I will prepare a draft of your tax return and send it to you for review. This ensures that you have the opportunity to go over everything before final submission.
4. E-File Authorization:
Once you are comfortable with the draft, I will email you an E-file authorization form. This form can be easily signed from your phone or other device, authorizing me to file your return electronically.
5. Filing and Confirmation: Upon receiving your signed authorization, I will file your return. Afterward, I will notify you and upload an official copy of your filed return to your secured folder for your records.