About · Process
Clear scope. Fixed fee. No surprises.
US tax preparation has earned a bad reputation for two things: hourly billing that runs over, and surprise notices from the IRS three years later. We've built our practice around fixing both — every engagement starts with a written scope and a fixed fee, and every return ships with plain-English commentary on the positions taken, so nothing about it is a surprise later.
The six steps
From first email to filed return.
The same six beats whether you’re filing one return or catching up on six. The fixed fee gets quoted at step 03; no work starts until you confirm.
01
Tell us your situation
Share a few details via the Get Started form — your status (US citizen, GC, NRA), the tax years involved, rough income level, and any known complexity (ISAs, rentals, a UK Ltd).
02
Scoping by email
We work by email so every answer is precise and on the record. We come back with the questions we need answered — all income sources for each year, filing history, accounts and entities — and flag anything we'd want to investigate further.
03
Written fee quote
Once we have the full picture you receive a written scope and fixed-fee quote. No work starts until you confirm — no open-ended billing, no surprises mid-engagement.
04
Document upload
Identity and due-diligence checks, an engagement letter signed electronically, then secure upload of W-2s, P60s, 1099s, broker statements and pension documents against a tailored checklist so nothing important gets missed.
05
Preparation & review
Preparation by ACCA-qualified accountants. Every return is second-reviewed by an Enrolled Agent before release — and we add plain-English commentary on every position taken.
06
Signature & filing
You sign electronically. We e-file federal and FBAR; state returns where applicable. Confirmation of IRS / FinCEN acceptance is sent to you the same day.
What you get
In every engagement.
- Written engagement letter setting out scope, fees, and timeline
- Plain-English commentary on every meaningful position taken on the return
- Carry-forward and election tracker that follows you year to year
- If the IRS raises a query on a return we prepared, we prepare the written response for you to submit — quoted separately
- Email replies within 2 working days, year-round
What we’ll need
The starting document set.
- Last 2 US tax returns (1040 + all schedules + FBARs)
- UK P60, P11D, and self-assessment if you file one
- Brokerage and pension statements for every account abroad
- Notes on any prior elections (FEIE / FTC / PFIC) and treaty positions
- Heads-up on any major events in the tax year — relocation, sale, inheritance, marriage
Service-level promises
Four commitments we hold for every client.
Fixed fee quoted upfront
No open-ended hourly billing. The fee in your engagement letter is the fee, full stop — adjustments only if scope changes and you sign off.
Two-pair eyes on every return
Every filing is prepared by one practitioner and second-reviewed by an Enrolled Agent before it leaves the office.
Two-working-day reply policy
Every email is answered within 2 working days, year-round. If we miss it, we own that.
On time, every time
We complete everything within the existing filing timeline provided you supply the requested information promptly and accurately. Extensions are a reserve tool, never the plan.