US TAX RETURN

What are the next steps after I make the down payment?

Step 1: access your personal portal

After you’ve made your first down payment, you’ll receive an email with activation instructions for your personal and secure Americans Overseas online portal. This activation link is valid for 24 hours. Once you create your password, you can log in anytime using the button at the top right of the website menu.

Step 2: fill out your Tax Organizer

Inside your portal, you’ll find a “Tax Organizer” in your dossier. This is a form you need to complete and submit to us online. It’s a good idea to do this as soon as possible, as waiting times can get longer during the year, and we will process the tax organizers in the order we receive them. Tip: If you are employed, payslips from January – December usually suffice as proof of income. If you are self-employed, a preliminary incometax report should be enough. After submission, the documents will be assessed for completeness. If anything is missing, you will have the opportunity to correct it.

Step 3: review and approve

We’ll provide you with a draft version of your tax return and our invoice. Once you’re satisfied with the draft, you’ll pay the invoice for our services, after which we provide you with the final documents to send to the IRS. Or, if your situation allows, we’ll have your US Return filed electronically.

Step 4: submitting your US Tax Return

You’ll receive the final documents and if possible in your situation, the tax return is submitted electronically by the US Tax accountant. If it must be paper-filed we’ll provide you with a clear instruction how to send them to the IRS.

Special note for those who renounced US citizenship

If you’ve already renounced your US citizenship, please inform us as soon as possible and send us a copy of your CLN (Certificate of Loss of Nationality). We’ll give you a special Tax Organizer to help with your final tax return, including Form 8854.

We are here to help you!

Are you unsure about the information to provide, do you need clarification about income tax already paid, or do you have other questions? We are just a message or phone call away.

Frequently asked questions

Understanding the US tax system, the obligations, and all the additional terms can be difficult. Especially if one lives outside of America. Is your question not answered? Contact us.