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F.A.Q

As a virtual firm we are everywhere you are.
💵 What’s the difference between the intro and paid consultations?

The intro 20-minute call is ideal for new clients with general questions. The $200 paid consult offers a full 30 minutes with a U.S. CPA, where we can review your documents, tax strategy, and provide actionable guidance tailored to your situation.

💬 What happens during the intro consultation?

You’ll speak directly with a U.S.-licensed CPA who specializes in expat tax. We’ll review your situation, answer your questions, and explain your options, no obligations.

🕒 How long is the intro consultation?

Each session is typically 15–20 minutes, enough to assess your needs and explain the next steps. If more time is needed, we’ll let you know.

🌎 I live overseas, can I still book?

Absolutely. We work with clients worldwide. All consultations are done via Zoom or Google Meet, so time zones are never an issue.

📋 What should I prepare before the meeting?

If possible, gather basic info like:

  • Your latest tax return (if any)
  • Your residency status and country
  • Any foreign income, assets, or business ownership

But don’t worry — we can guide you even if you come in with just questions.


💵 Will I be pressured to buy anything?

No. The intro consultation is no obligation. You’ll get a quote and a summary of what we recommend, but there’s zero obligation to proceed.

✅ Who will I speak with?

All consultations are handled by a qualified U.S.-based CPA with experience in international and expat tax issues, not a salesperson or assistant.

🔐 Is my information secure?

Yes. All your information is kept strictly confidential and protected in compliance with IRS and international data privacy standards.

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👨‍💼 “Consultation with a licensed U.S. CPA”


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