We understand that expats living in Mexico have unique tax situations. The complexity of U.S. tax law can be difficult to understand for many CPAs let alone expats. In addition, the filing process can be cumbersome and the IRS offer does not provide enough assistance. But if you have the ability to engage the right tax firm, filing expat tax returns is not as challenging as you might think.
We are a licensed CPA firm and a leading provider of tax preparation and tax planning services to expatriates who reside in Mexico. Our process is a little different than other CPA firms. We have a straightforward approach and an experienced and educated staff. We always provide exceptional service and take advantage of any legal tax loopholes. We know that our clients do not want any IRS problems, but they also want to lower their tax liability.
Do you need to file prior, back, or past due tax returns? Having unfiled or back tax returns is a common concern. Many of our clients came to us needing to file many years of back tax returns in addition to communicating with the IRS. The first step is to engage a professional tax firm who can help you gather the required information and resolve any issues you may have.
Our tax professionals seek to minimize your tax liability by utilizing tax credits and deductions that in many circumstances are unique to expats in Mexico. The important issue is having an understanding of expat tax law. We concentrate on effective tax planning along with the returns that we prepare. Only with tax planning can you truly minimize your tax bill.
Our efficient and effective tax process has been in place for years. The process typically follows the following format:
1. We will gather some basic information from you, such as your full name and contact information. You will then receive an introductory email that will include our extensive expat tax process organizer in addition to access to a secure portal that will allow you to safely and securely upload any and all relevant documents.
2. You will then be matched to a tax professional that will answer any questions that you have. All relevant tax documents (such as W2s, 1099s, 1098s, etc) can then be securely uploaded to your portal that you can access anywhere, including Mexico.
3. Your tax return will be completed and reviewed for accuracy. Once finalized, you will then receive a secure proof for your review. You can process your payment online and sign for your return electronically.
4. We will then efile the return and the tax process is complete.
We know that expat tax preparation for expats inMexico can often be complex and confusing. But don’t let it worry you. We are ready to hold your hand through each step of the tax process and get all your tax returns accurately and timely filed.
In addition to personal tax returns, we also prepare partnership returns and corporate tax returns. We also can assist with FBAR or FATCA filings. We are always here to help so contact us today.