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Xpatax Solutions

Xpatax Solutions

Specializing in international and expatriate US tax planning and preparation

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Working With Us

We want to be the partner you can trust to handle your US taxes now and for years to come.

Here’s what you can expect when you work with us – from your first tax return through building a long-term relationship.

Clear communication. We’ll explain what we’re doing and why, without overwhelming you with technical jargon.

Realistic timelines. We build in buffers for the realities of international document gathering and seasonal workflow.

The result. You sleep better knowing this complex part of your life is handled by people who understand it and care about getting it right.

How It Works

1. Getting Started The first step is to book a call with us so we can discuss your unique situation and make sure we’re a good fit to work together. After this call we’ll follow up with a detailed proposal and an itemized cost estimate.

If the proposal looks good to you, you can digitally sign it and we can get started. We’ll send you a streamlined questionnaire designed to be as easy as possible to complete quickly. We want to get basic information about what types of income and assets you have from you right away so we can start working. We’ll follow up with more detailed questions and document requests based on your specific situation.

2. Document Gathering Once we review your questionnaire, we’ll let you know exactly which documents we need. We provide a dashboard where you can track the status of documents provided, so it’s easy to see exactly what’s done and what’s still outstanding. We use a paperless process. We have a secure document sharing portal where you can securely upload your documents to us. We understand that getting documents from foreign banks, employers, and government agencies takes time, so we’ll start working with whatever documents you have available rather than waiting for everything to arrive. This keeps things moving and helps with our planning. We work with your timeline, not against it.

3. Preparation and Review We perform our tax magic – our team prepares your return, with different team members handling different aspects based on their expertise. We’ll reach out if we need clarification on anything, and we’ll walk you through the completed return so you understand what we’ve done.

4. Filing Once we’re done preparing your return, we’ll send it to you to review and authorize us to electronically file. We e-file whenever possible, so no printing and mailing required.

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