Instructions

Welcome!

Thank you for choosing Expat Tax Professionals to prepare your tax return, and welcome to our brand new online Tax Questionnaire and client portal!

Our questionnaire has been carefully designed to allow you to provide us with all of the necessary information in a quick and easy manner, whether you are current in your filings or you are filing late under the Streamlined Procedures.

If you are current in your taxes, please choose Tax Year 2019 to get started on your questionnaire.

If you are filing late through the IRS Streamlined Filing Compliance Procedures, please select and fill out the questionnaires for the three previous Tax Years (currently, 2018, 2017, and 2016). In the FBAR section of the questionnaire, you will see instructions for providing us your FBAR information for the previous 6 tax years, as required under the Streamlined program.

Please complete each section of the Questionnaire. Once you’re finished, you can click “Submit” below or at the end of the questionnaire.

If you have any questions about our new questionnaire, feel free to chat with our customer service representative, or send us a message via the Contact Us page on this portal.

Tax Year Last Edited Status
2019 8/6/2020 In Preparation