Steps for Performance of Engagement
Request PDF copies of our Client Agreement and Tax Organizer.
After you review the Client Agreement, sign, date and return to us.
If it had been requested by us, sign and date page two of the Power of Attorney Form 2848 and return to us.
Complete as best you can all relevant pages of the Tax Organizer found in Step One. Only Sentinel CPA staff will see the organizer, so don’t be too concerned with what it looks like so long as it is legible. If more than one year’s tax returns are to be prepared, complete one organizer per year. If you paid foreign taxes, please provide the amount paid or withheld and specify currency in which paid on the last page of the organizer.
Please supply us with copies of the following, if you have received them:
We will prepare the returns specified in the engagement letter, based on the figures you report to me. Please feel free to contact us at any point regarding any aspect of the engagement.
We shall make every effort to complete your returns before their normal due dates, assuming at least 72 hours prior receipt by us of your input materials (include W- 2s, 1099s, 1098s, if applicable). While expats have until June 15th to file a form 1040 return, that is only applicable if you are out of the country on that date.
We file an extension prior to April 15th regardless, because if – for any reason – the June 15th filing date is not met, you are still extended to October 15th.
Please provide a copy of the most recent US tax return (and state return, if relevant) you have filed with the IRS. Please also send us copies of any NON-US income tax returns or related documents (if any) that cover the years involved.
Doing expat tax returns frequently creates some flurry of state and/or IRS follow-up correspondence which adds anywhere from 1 to 5 hours of additional work on our part. Such time is charged at the US$260 per hour rate if and as incurred.
Once we receive from you the input materials for each year, we can provide a US$ cost estimate if you wish of the preparation fee. Payment is due at the time work is prepared and ready to ship. Any additional time will be charged at $260/hour.
MasterCard, Visa, and American Express are accepted.