EXPAT TAX QUESTIONNAIRE        

Welcome! We're so glad you're here! 🌟

You’re on the right path to maximizing your tax savings! 💰

Just a quick note: the information you share is completely confidential. We promise to keep it safe and only use it to see how we can help you. We won't share or sell your details.

Complete the intake form to provide important details and we’ll get back to you within 72 hours to schedule your 30-minute consultation, if you qualify. 

A $300 fee applies for the session.

If you decide to hire us to prepare your current or past tax returns within 30 days of the consultation, we’ll happily apply the consultation fee as a credit toward your tax services.                                                                                                                                                                    

We’re excited to help take the anxiety out of taxes for you! 🗂💼                                      Sandra Morno, MBA / Tax Strategist / IRS Enrolled Agent

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Email *
Name *
Best number to reach you *

Tell me about your business. What do you do? Who do you serve?

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Do you have a US based business?
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Complete Business name (LLC, INC, etc) Sole proprietorships also

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Complete Business address (City, State and Zip code)
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Business website *
Years in business *
*BUSINESS TYPE AND STRUCTURE (select all that apply)
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Required
What best describes your role in your business? * *
How many employees are currently on payroll, including you?* (W2 employees)  *
What is your company's most current annual revenue? *
When are you planning to move? (If you already know, share the date)
Will this be a permanent move or temporary? *
Which country or countries are you currently living in or have lived in? *
How long have you been living or traveling abroad?" *
Have you heard of the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC)? *
Do you have (or plan to open) a foreign bank account? *
Are you familiar with FBAR (Foreign Bank Account Reporting)? * *
Tax Filing Status *
Required
Please list all sources of income... (W2, 1099s, business income, rental income, etc..) *

Excluding your primary residence, what other real estate do you own?

Are you current on your tax filings? *
Who currently files your tax returns? * *
Are you working with or using any of the following: (check all the apply) *
Required
Are your bookkeeping and/or financials up to date *
If you are using accounting or tax software, what type are you using?
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What are you struggling with in regards to your accounting and taxes? *
What is your single biggest challenge when it comes to taxes? * *
What is it that you look for when working with a Tax Professional? * *
What specific questions do you want to cover during our call? Please share any questions and/or concerns you have so I can be fully prepared for our call. * *
*FINANCIAL GOALS (select all that apply)
How did you find about us? We would like to thank the referral
Do you consent to be added to our email list?
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