Getting Started

Learn hot to confidentially get started resolving your U.S. tax issue.

Get Started Confidentially In 3 Easy Steps:

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Book Ted for a 30 or 60 minute consultation

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Sign disclosure agreement and upload applicable documents via our secure platform

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Pay fees online

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  • To Get Started, Summarize Your Tax Issue

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A Straight-forward Fee Structure

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Consultation

You can consult with Ted, who has over 30 years of experience helping expatriates and non-resident aliens around the world, resolve US tax issues. Consultations are available at the rate of $150 per 30 minutes. Consultations are held over the phone or via email at your convenience, without needing to visit an office. Consultations typically range anywhere from 30 -90 minutes, respectively. If the initial consultation lasts less than the budgeted time, the remaining balance can be applied toward tax preparation services or future questions you may have. Consultation costs must be paid in advance. You will receive an E-Invoice to pay the retainer from a US account via bank debit after your introductory email and brief fact pattern is received. If you would like to schedule a call, please send Ted an email suggesting a time, pay the retainer, then schedule an appointment. If you decide to proceed with a professional relationship he would prefer to review documents prior to the consultation. You may use our Secure Document Portal to send sensitive information.

GET A CONSULTATION
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Tax Preparation

The minimum charge for tax preparation is $475. The final price is determined after a scope of work is established by reviewing specific documents. The types of documents needed for the review will be outlined in response to your introductory email and brief fact pattern. These may include sensitive documents such as previous tax returns, FBAR's and employment contracts. There is no charge for reviewing documents and providing a price quote. You are in control of the process. If you decide not to proceed after the no charge review, you owe nothing. Sensitive documents remain confidential and may be sent securely using our Secure Document Portal. If you are accepted as a client, you'll receive an engagement letter for your review and approval. Once the engagement letter is approved and the retainer paid; Ted will lay-out a work plan and your responsibilities in detail.

GET A CONSULTATION