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Dos Países · Two Countries · Se Habla Español
We prepare US returns for people whose lives span the US and Mexico, and coordinate with your Mexican accountant when you file in both countries.
US returns that reflect your life in both countries.
01
Foreign earned income exclusion or foreign tax credit.
02
FBAR and Form 8938 reporting.
03
Reported correctly on your US return.
04
A document package that makes their job easier.
Some cross-border situations need a closer look before we can quote.
01
Foreign corporation reporting.
02
For mid-year moves between countries.
03
Cost basis and currency conversion.
04
Past-due returns and FBARs.
Every client gets the same care, whether you meet us in Phoenix or by video call.
01
Book a free 30-minute consultation or request a quote, in person in Phoenix or by video call.
02
We confirm what you need and the price before we start.
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You share documents through our secure client portal instead of email.
04
We prepare your return, review it with you, and file.
Expat returns are $425, including one state return. FBAR or Form 8938 reporting adds $125. A document package for your Mexican accountant adds $125. We prepare federal returns in all 50 states. A few states have their own preparer rules, so we'll confirm yours during your free consultation.
Example: an American in Mexico with the exclusion and an FBAR pays $550.
Book a free 30-minute consultation or request a quote. Meet with us in person in Phoenix or virtually, and share documents through our secure client portal.
Our preparer holds an IRS Preparer Tax Identification Number (PTIN). We are not CPAs, Enrolled Agents, or attorneys, and we do not represent clients before the IRS.