Expat Tax Consultation Request Form

Expat Tax Consultation Request Form

Please provide your basic information and details about your tax situation to get started.
Basic Information
Full Name

First NameMiddle NameLast Name
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
WhatsApp Number
Please enter a valid phone number.Format: (000) 000-0000.
Country Currently Living In
Taxpayer Status
Preferred Method of Contact
Tax Situation
Currently behind on U.S. taxes?
How many years are unfiled?
Have you received IRS notices?
Do you currently owe the IRS?
Are you self-employed or receiving 1099 income?
Are you employed and receiving W-2 income?
Do you own a business outside the United States?
Do you have foreign bank accounts, assets, or investments that may need to be reported?
Did your foreign accounts exceed $10,000 USD combined at any time?
Consultation Request
Services Sought
Brief Description of Your Situation
Best Time to Contact
Preferred Consultation Method
Should be Empty: