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Expat Taxes - US Expatriate Tax Returns | ExpatCPA

ExpatCPA makes tax compliance easy. American expat tax four-step process

Our U.S. Expat Tax Process

Veneta Borisova Veneta Borisova is a Tax Return Preparer with a Bachelors of Science in Business Administration with a double major in Finance and Accounting from California State University, Long Beach. Miss Borisova has p ed all four parts of the CPA exam and is currently working towards satisfying the experience requirements of the CPA professional license. She is a member of Golden Key International Society and also of the CSULB Alumni ociation. While in school, Veneta Borisova was a part of Women’s Tennis Team at Fullerton College, and appeared on the Dean’s list for excellent grades. You can reach Miss Borisova with questions Concerning U.S. Taxation or concerns about your return, and she looks forward to isting you in filing your return. You can contact her at [email protected] ], 4Building: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/005/original/Building-lg.jpg, Office Location ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. 1 City Boulevard WestSuite 870Orange, CA 92868(714) 939-7670(800) 781-1031 ], C idy: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/007/original/C idy-lg.jpg, Michelle C idy Mrs. C idy has a degree in marketing from the University of Monterey. Her responsibilities at ExpatCPA include marketing, investor relations and office administration services. Michelle is looking forward to working with you and to providing any istance you may require with regards to TIC do entation. ], Deguzman: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/009/original/Deguzman-lg.jpg, Katrina DeGuzman Katrina DeGuzman is a marketing and compliance consultant for Cornerstone. She has a Bachelor’s Degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events.], Group1: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/011/original/group1-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], Group2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/013/original/group2-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 4Rodriguez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/017/original/Rodriguez-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], Solorzano: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/019/original/Solorzano-lg.jpg, Faviola Solorzano Ms. Solorzano is a Cornerstone tax consultant with a degree in accounting from California State University, Fullerton. ], Thomas: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/021/original/Thomas-lg.jpg, Thomas K ], Ybara: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/023/original/Ybara-lg.jpg, Evelyn Ybarra Evelyn Ybarra is a Senior Tax Consultant with a B.A. in Business Administration with a Concentration in Accounting from California State University, Fullerton. While attending Cal State Fullerton, she was an active member of the Accounting Society and is still a member alumnus. She is currently working to obtain her CPA license and continuing development to become a Tax Manager. Evelyn looks forward to isting you with your tax preparation questions and concerns. You may contact her at [email protected]. ], 5Soucie: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/066/original/Soucie-lg.jpg, Brent Soucie Brent has been practicing expatriate taxation for seven years. After graduating with a Bachelor of Commerce from Queen's University in Kingston, Ontario, Canada, he went on to work in the expatriate tax departments at both Ernst & Young LLP, and BDO Canada LLP. Throughout his career, Brent has served clients across Canada and the United States. His experience with advanced cross-border tax and investment planning matters is vast. He regularly speaks at financial planning and financial education seminars. In his spare time, Brent coaches AAA minor hockey, and serves as an scout for a Canadian Hockey League franchise. Brent is always happy to discuss a client's individual facts and cir stances in a candid and professional manner. He can be reached at [email protected].], Rome: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/068/original/Rome-lg.jpg, Our office located in Rome, Italy ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. ], Van: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/070/original/Van-lg.jpg, Van Crawford CPA, MBA Mr. Crawford heads our Anaheim, California affiliate office. Mr. Crawford holds a Masters Degree in Accounting from the California State University at Fullerton and has practiced as a Certified Public Accountant for approximately two decades. ], Dinar: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/072/original/Dinar-lg.jpg, Dinar Akhmetov, MBA Dinar Akhmetov is a graduate of Plekhanov Economic Academy. He has higher financial, engineering and linguistic education and has a degree of Master of Business Administration. Mr. Akhmetov is a former senior tax consultant for the Moscow office of Price Waterhouse and a former head of the personal tax department for the Russian audit firm, International Audit, LLC. He has extensive experience in Russian tax and payroll services. ], 2Group3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/105/original/group3-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], 11Group5: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/108/original/group5-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 1Harvey3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/110/original/harvey3-lg.jpg, John Harvey, CPA, MBT USAToday article John Harvey, a licensed CPA in the state of California, is the firm’s founder and continues as a professional consultant for the firm. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California Leventhal School of Accounting, consistently ranked in the top five US accounting schools. He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high-net-worth celebrities including Johnny Carson, Bill Cosby, Janet Jackson, Walter Matthau, and Larry Hagman. The firm is a member of the California Society of CPA's, and Mr. Harvey is a committee member for the American Citizens Abroad Professional Tax Advisory Council. In 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse in Moscow, Russia, at a time when many multinational firms were entering the Russian market. He also worked as a Senior Manager with Deloitte & Touché in Los Angeles. Mr. Harvey opened the Moscow office of ExpatCPA in 1995, the first CPA firm opened in Russia outside of the Big Five firms; we also opened an affiliate office in Los Cabos, Mexico. Over the years we have been successful in providing expatriate tax and accounting services to Americans and other foreign nationals living in Europe, Asia, Russia, and the Middle East, with special emphasis on personal income tax services. ], 2ZGl man: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/112/original/gl man-lg.jpg, Cavan Gl man Tax time can be difficult and stressful, and certainly no less than for Americans living abroad. Cavan Gl man is a tax manager in our Orange, California office. He is an enrolled agent with 14 years of experience isting ordinary Americans and expatriates with that challenging moment that comes along every year. Whether your tax situation involves living and working in a foreign country, paying taxes to a foreign country, foreign bank accounts, self-employment, rental property, or ownership in a foreign company, Cavan has extensive experience in all of these areas and more. He will be happy to ist you in making tax time easier and stress free. In his spare time, Cavan likes to spend his afternoons at the dog park with his dogs. He is an avid reader, enjoying everything from mystery and fantasy to world and U.S. history.], Ramirez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/114/original/ramirez-lg.jpg, Juan Ramirez], Perez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/116/original/perez-lg.jpg, Victor Perez], Peel: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/118/original/peel-lg.jpg, Elena Peel], Mclain: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/120/original/mclain-lg.jpg, Jeanette McLain], Rodriguez2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/122/original/rodriguez2-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], farrera: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/123/original/farrera-lg.jpg, Marco Ferrara Position: Intern], Luu: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/126/original/luu-lg.jpg, Rachel Luu Rachel Luu worked for over 18 years in the area of expatriate taxation, starting out with international accounting firms (Big Four) in Asia and in the U.S. Thereafter, she joined a high tech company in California and managed their in-house global expatriate tax program, both in tax return preparation as well as tax planning, handling over 800 ignees. Rachel is a licensed certified public accountant (CPA), earned her Masters of Science in Taxation, and has extensive corporate tax experience. Her strength in the area of expatriate taxation comes from her own experience as an expatriate. She has lived and worked in several countries as well as entered the U.S. many years ago as a foreign national. Rachel understands the challenges of life in a foreign country and aims to ease the tax compliance obligations of her clients. Rachel looks forward to supporting her clients and providing them with results. You can reach Rachel at [email protected] .], Pusey: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/128/original/pusey-lg.jpg, Mike Pusey A CPA since 1969, Mr. Pusey is co-author of Tax Planning Techniques for Individuals, AICPA Tax Study No. 2 and author of Charitable Remainder Trusts, a large treatise on charitable planning. He was also editor of Arthur Andersen's publication on charitable planning. He was also istant Tax Director, Manager of Tax Research and Planning at a NYSE financial institution where he was promoted to Vice President. Mr. Pusey also worked for KPMG, and the national tax departments of Laventhol & Horwath and Grant Thornton.], Martin: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/129/original/martin-lg.jpg, Martin Carlsen Martin has nine years of experience in expat tax preparation and the problems that arise with expats taxes including inbound and outbound US expats. He had been working for a -FT 500 the world's largest companies- company in the Tax Compliance of International ignments department, and before worked for one of the Big 4 accounting firms.Additionally, he is an enrolled agent and has an EMBA -top 30 schools in executive education according to Financial Times- where he could enhance his skills in communication and tax management. ], }); testify([' I am a Director of Quality at a luxury hotel and had previously worked in the Quality field with the ____ for close to 10 years. I’ve certainly received many emails/letters of praises about my colleagues, however, I rarely go out of my way to write an email regarding my experiences as a client or customer but I truly believe Faviola deserves the recognition. ', ' I’ve recently been given an opportunity to transfer to the corporate office in _____ but not having any understanding of the Expat Tax rules, I wasn’t sure if the offer given to me makes sense financially. I quickly started to do some research on Expat Taxes to understand if I would qualify for the tax exclusions but I was overwhelmed with information. I’ve contacted 3 different accountants and they were either too busy with real clients to give me any answers or they gave me information that I knew were outdated based on my research. Faviola did not make me feel like I was a h le by asking her some basic questions and she proved to be knowledgeable and was really clear on the information she gave me. She was efficient and clear, therefore, did not waste time on non-paying clients like myself. ', ' As you would understand, I’m trying to make a pretty big decision and it has been frustrating not being able to get deal-breaking questions answered but Faviola answered all of my questions. Because Faviola was professional, efficient and knowledgeable, I’ve decided to use the firm to do my 2009 taxes (I will contact once I get all of my info together) and will definitely use the firm for my taxes in the future, especially if I become an Expat. Thank You. JT ', ' Thank you so much, you guys have been a great help for making it a lot easier for me, especially when I'm deployed overseas...muchas gracias NP ', ' I moved to Australia two years ago and was worried about finding an accountant to do my US taxes. I could not find anyone in town that could perform this service. I looked around on the web and found many companies willing to take my money and do my taxes. Probably like you, I was very apprehensive about turning something as important as my taxes over to someone I only spoke to on the phone. I did not think I would be comfortable sending my personal do ents to an invisible entity on the web. Well needless to say, I forgot my apprehension and gave ExpatCPA a try. I am glad I did. I spoke to them and to my great delight they knew exactly my situation and what had to be done concerning my taxes. They found all the right forms that I needed and even helped put me on track with my business income. It was very easy to communicate my information to them. They stayed in regular contact with me during the entire process. They sifted through all the do ents I sent them. They did a great job discerning what was relevant and what was not. They even found some things I did not think of. I highly recommend ExpatCPA. I will continue to use them as long as I have to file US taxes. Thanks, SDH ', ' I introduce you to a colleague and friend of mine, who is also a US citizen working abroad, in India. I have recommended your tax filing services to him, given the positive experience and high level of professionalism that I have experienced with Expat CPA. Thanks again, SS ', ' I'll very likely contact you next year for the taxes. This has been quite an easy experience, and I appreciate the support. cheers, EW ', ' You're really on top of things: keep up the great work and thanks for all! Rgds AB ', ' Thank you all for your hard work and excellent service! I look forward to doing business with your firm next year, and I will heartily recommend you to my friends and co-workers working as contractors here in Iraq. Thanks again for your speedy istance and have a great weekend! Sincerely, PM ', ' Just wanted to let you know my sincere appreciation of the excellent service you have provided regarding my tax returns. I look forward to working with you all again next year. Regards, KS ', 'Thanks John. I will hope to have your company for all my future years taxes, I'm very happy with your service. John S ', ' I started looking for a new tax preparer a week ago when my old tax preparer did not know about foreign income exclusion. I sent over 20 e-mails, including one to your firm since your website had published prices, a sign of honesty and transparency. The majority of my e-mails went to small businesses, thinking I would get personalized service and it was in my nature to support the small businesses. Out of 20 e-mails, I got four replies: one wanted $250 up front, the next refused to quote any prices even though he advertised free consultation on his website, the third was a CPA who wanted outrageous prices, and the fourth reply was yours. I was skeptical to receive a reply from your firm, thinking that it was a big firm and you would care mostly about big corporate clients and would not have time for one individual with very moderate income. Mr Gl man replied to me the next day, and I was surprised to see that my original e-mail was seen and forwarded by Mr. Harvey to Mr. Gl man which shows transparency. It says a lot when the Request for Information e-mails are answered by the firm's owner. I thought I would ask again about the prices, and the answer came the same as quoted on the website. My taxes are not done yet, but I am getting great follow-up and attention from Mr Gl man and am confident that it will be done right. I just want to commend you on a great personalized attention and service, and will definitely recommend your firm and Mr. Gl man to my colleagues. You proved my stereotypes very wrong in thinking that you can only get personalized attention, quick response and fair prices from small shops. With your firm, I can get all of that plus unmatched experience in expat taxation and exclusions. Professionalism, Transparency, Experience, Personalized Services and Affordable Prices...great business model. Regards AK ', ' We have a wonderful tax attorney who does our US taxes! The company is ExpatCPA. They are based in California, but do all the work online. We have been overseas since 1998 and this is the best tax attorney we have ever worked with for thoroughness, timeliness and professionalism. GC & RR ', ]); } onload = init;

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US Expat Tax Services - Expatriate Taxes | ExpatCPA

We charge a low flat fee for processing basic U.S. expatriate federal and state tax returns. We then charge for additional forms only as needed.

U.S. Expatriate Tax Services

Veneta Borisova Veneta Borisova is a Tax Return Preparer with a Bachelors of Science in Business Administration with a double major in Finance and Accounting from California State University, Long Beach. Miss Borisova has p ed all four parts of the CPA exam and is currently working towards satisfying the experience requirements of the CPA professional license. She is a member of Golden Key International Society and also of the CSULB Alumni ociation. While in school, Veneta Borisova was a part of Women’s Tennis Team at Fullerton College, and appeared on the Dean’s list for excellent grades. You can reach Miss Borisova with questions Concerning U.S. Taxation or concerns about your return, and she looks forward to isting you in filing your return. You can contact her at [email protected] ], 4Building: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/005/original/Building-lg.jpg, Office Location ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. 1 City Boulevard WestSuite 870Orange, CA 92868(714) 939-7670(800) 781-1031 ], C idy: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/007/original/C idy-lg.jpg, Michelle C idy Mrs. C idy has a degree in marketing from the University of Monterey. Her responsibilities at ExpatCPA include marketing, investor relations and office administration services. Michelle is looking forward to working with you and to providing any istance you may require with regards to TIC do entation. ], Deguzman: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/009/original/Deguzman-lg.jpg, Katrina DeGuzman Katrina DeGuzman is a marketing and compliance consultant for Cornerstone. She has a Bachelor’s Degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events.], Group1: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/011/original/group1-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], Group2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/013/original/group2-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 4Rodriguez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/017/original/Rodriguez-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], Solorzano: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/019/original/Solorzano-lg.jpg, Faviola Solorzano Ms. Solorzano is a Cornerstone tax consultant with a degree in accounting from California State University, Fullerton. ], Thomas: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/021/original/Thomas-lg.jpg, Thomas K ], Ybara: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/023/original/Ybara-lg.jpg, Evelyn Ybarra Evelyn Ybarra is a Senior Tax Consultant with a B.A. in Business Administration with a Concentration in Accounting from California State University, Fullerton. While attending Cal State Fullerton, she was an active member of the Accounting Society and is still a member alumnus. She is currently working to obtain her CPA license and continuing development to become a Tax Manager. Evelyn looks forward to isting you with your tax preparation questions and concerns. You may contact her at [email protected]. ], 5Soucie: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/066/original/Soucie-lg.jpg, Brent Soucie Brent has been practicing expatriate taxation for seven years. After graduating with a Bachelor of Commerce from Queen's University in Kingston, Ontario, Canada, he went on to work in the expatriate tax departments at both Ernst & Young LLP, and BDO Canada LLP. Throughout his career, Brent has served clients across Canada and the United States. His experience with advanced cross-border tax and investment planning matters is vast. He regularly speaks at financial planning and financial education seminars. In his spare time, Brent coaches AAA minor hockey, and serves as an scout for a Canadian Hockey League franchise. Brent is always happy to discuss a client's individual facts and cir stances in a candid and professional manner. He can be reached at [email protected].], Rome: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/068/original/Rome-lg.jpg, Our office located in Rome, Italy ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. ], Van: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/070/original/Van-lg.jpg, Van Crawford CPA, MBA Mr. Crawford heads our Anaheim, California affiliate office. Mr. Crawford holds a Masters Degree in Accounting from the California State University at Fullerton and has practiced as a Certified Public Accountant for approximately two decades. ], Dinar: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/072/original/Dinar-lg.jpg, Dinar Akhmetov, MBA Dinar Akhmetov is a graduate of Plekhanov Economic Academy. He has higher financial, engineering and linguistic education and has a degree of Master of Business Administration. Mr. Akhmetov is a former senior tax consultant for the Moscow office of Price Waterhouse and a former head of the personal tax department for the Russian audit firm, International Audit, LLC. He has extensive experience in Russian tax and payroll services. ], 2Group3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/105/original/group3-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], 11Group5: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/108/original/group5-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 1Harvey3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/110/original/harvey3-lg.jpg, John Harvey, CPA, MBT USAToday article John Harvey, a licensed CPA in the state of California, is the firm’s founder and continues as a professional consultant for the firm. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California Leventhal School of Accounting, consistently ranked in the top five US accounting schools. He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high-net-worth celebrities including Johnny Carson, Bill Cosby, Janet Jackson, Walter Matthau, and Larry Hagman. The firm is a member of the California Society of CPA's, and Mr. Harvey is a committee member for the American Citizens Abroad Professional Tax Advisory Council. In 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse in Moscow, Russia, at a time when many multinational firms were entering the Russian market. He also worked as a Senior Manager with Deloitte & Touché in Los Angeles. Mr. Harvey opened the Moscow office of ExpatCPA in 1995, the first CPA firm opened in Russia outside of the Big Five firms; we also opened an affiliate office in Los Cabos, Mexico. Over the years we have been successful in providing expatriate tax and accounting services to Americans and other foreign nationals living in Europe, Asia, Russia, and the Middle East, with special emphasis on personal income tax services. ], 2ZGl man: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/112/original/gl man-lg.jpg, Cavan Gl man Tax time can be difficult and stressful, and certainly no less than for Americans living abroad. Cavan Gl man is a tax manager in our Orange, California office. He is an enrolled agent with 14 years of experience isting ordinary Americans and expatriates with that challenging moment that comes along every year. Whether your tax situation involves living and working in a foreign country, paying taxes to a foreign country, foreign bank accounts, self-employment, rental property, or ownership in a foreign company, Cavan has extensive experience in all of these areas and more. He will be happy to ist you in making tax time easier and stress free. In his spare time, Cavan likes to spend his afternoons at the dog park with his dogs. He is an avid reader, enjoying everything from mystery and fantasy to world and U.S. history.], Ramirez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/114/original/ramirez-lg.jpg, Juan Ramirez], Perez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/116/original/perez-lg.jpg, Victor Perez], Peel: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/118/original/peel-lg.jpg, Elena Peel], Mclain: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/120/original/mclain-lg.jpg, Jeanette McLain], Rodriguez2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/122/original/rodriguez2-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], farrera: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/123/original/farrera-lg.jpg, Marco Ferrara Position: Intern], Luu: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/126/original/luu-lg.jpg, Rachel Luu Rachel Luu worked for over 18 years in the area of expatriate taxation, starting out with international accounting firms (Big Four) in Asia and in the U.S. Thereafter, she joined a high tech company in California and managed their in-house global expatriate tax program, both in tax return preparation as well as tax planning, handling over 800 ignees. Rachel is a licensed certified public accountant (CPA), earned her Masters of Science in Taxation, and has extensive corporate tax experience. Her strength in the area of expatriate taxation comes from her own experience as an expatriate. She has lived and worked in several countries as well as entered the U.S. many years ago as a foreign national. Rachel understands the challenges of life in a foreign country and aims to ease the tax compliance obligations of her clients. Rachel looks forward to supporting her clients and providing them with results. You can reach Rachel at [email protected] .], Pusey: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/128/original/pusey-lg.jpg, Mike Pusey A CPA since 1969, Mr. Pusey is co-author of Tax Planning Techniques for Individuals, AICPA Tax Study No. 2 and author of Charitable Remainder Trusts, a large treatise on charitable planning. He was also editor of Arthur Andersen's publication on charitable planning. He was also istant Tax Director, Manager of Tax Research and Planning at a NYSE financial institution where he was promoted to Vice President. Mr. Pusey also worked for KPMG, and the national tax departments of Laventhol & Horwath and Grant Thornton.], Martin: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/129/original/martin-lg.jpg, Martin Carlsen Martin has nine years of experience in expat tax preparation and the problems that arise with expats taxes including inbound and outbound US expats. He had been working for a -FT 500 the world's largest companies- company in the Tax Compliance of International ignments department, and before worked for one of the Big 4 accounting firms.Additionally, he is an enrolled agent and has an EMBA -top 30 schools in executive education according to Financial Times- where he could enhance his skills in communication and tax management. ], }); testify([' I am a Director of Quality at a luxury hotel and had previously worked in the Quality field with the ____ for close to 10 years. I’ve certainly received many emails/letters of praises about my colleagues, however, I rarely go out of my way to write an email regarding my experiences as a client or customer but I truly believe Faviola deserves the recognition. ', ' I’ve recently been given an opportunity to transfer to the corporate office in _____ but not having any understanding of the Expat Tax rules, I wasn’t sure if the offer given to me makes sense financially. I quickly started to do some research on Expat Taxes to understand if I would qualify for the tax exclusions but I was overwhelmed with information. I’ve contacted 3 different accountants and they were either too busy with real clients to give me any answers or they gave me information that I knew were outdated based on my research. Faviola did not make me feel like I was a h le by asking her some basic questions and she proved to be knowledgeable and was really clear on the information she gave me. She was efficient and clear, therefore, did not waste time on non-paying clients like myself. ', ' As you would understand, I’m trying to make a pretty big decision and it has been frustrating not being able to get deal-breaking questions answered but Faviola answered all of my questions. Because Faviola was professional, efficient and knowledgeable, I’ve decided to use the firm to do my 2009 taxes (I will contact once I get all of my info together) and will definitely use the firm for my taxes in the future, especially if I become an Expat. Thank You. JT ', ' Thank you so much, you guys have been a great help for making it a lot easier for me, especially when I'm deployed overseas...muchas gracias NP ', ' I moved to Australia two years ago and was worried about finding an accountant to do my US taxes. I could not find anyone in town that could perform this service. I looked around on the web and found many companies willing to take my money and do my taxes. Probably like you, I was very apprehensive about turning something as important as my taxes over to someone I only spoke to on the phone. I did not think I would be comfortable sending my personal do ents to an invisible entity on the web. Well needless to say, I forgot my apprehension and gave ExpatCPA a try. I am glad I did. I spoke to them and to my great delight they knew exactly my situation and what had to be done concerning my taxes. They found all the right forms that I needed and even helped put me on track with my business income. It was very easy to communicate my information to them. They stayed in regular contact with me during the entire process. They sifted through all the do ents I sent them. They did a great job discerning what was relevant and what was not. They even found some things I did not think of. I highly recommend ExpatCPA. I will continue to use them as long as I have to file US taxes. Thanks, SDH ', ' I introduce you to a colleague and friend of mine, who is also a US citizen working abroad, in India. I have recommended your tax filing services to him, given the positive experience and high level of professionalism that I have experienced with Expat CPA. Thanks again, SS ', ' I'll very likely contact you next year for the taxes. This has been quite an easy experience, and I appreciate the support. cheers, EW ', ' You're really on top of things: keep up the great work and thanks for all! Rgds AB ', ' Thank you all for your hard work and excellent service! I look forward to doing business with your firm next year, and I will heartily recommend you to my friends and co-workers working as contractors here in Iraq. Thanks again for your speedy istance and have a great weekend! Sincerely, PM ', ' Just wanted to let you know my sincere appreciation of the excellent service you have provided regarding my tax returns. I look forward to working with you all again next year. Regards, KS ', 'Thanks John. I will hope to have your company for all my future years taxes, I'm very happy with your service. John S ', ' I started looking for a new tax preparer a week ago when my old tax preparer did not know about foreign income exclusion. I sent over 20 e-mails, including one to your firm since your website had published prices, a sign of honesty and transparency. The majority of my e-mails went to small businesses, thinking I would get personalized service and it was in my nature to support the small businesses. Out of 20 e-mails, I got four replies: one wanted $250 up front, the next refused to quote any prices even though he advertised free consultation on his website, the third was a CPA who wanted outrageous prices, and the fourth reply was yours. I was skeptical to receive a reply from your firm, thinking that it was a big firm and you would care mostly about big corporate clients and would not have time for one individual with very moderate income. Mr Gl man replied to me the next day, and I was surprised to see that my original e-mail was seen and forwarded by Mr. Harvey to Mr. Gl man which shows transparency. It says a lot when the Request for Information e-mails are answered by the firm's owner. I thought I would ask again about the prices, and the answer came the same as quoted on the website. My taxes are not done yet, but I am getting great follow-up and attention from Mr Gl man and am confident that it will be done right. I just want to commend you on a great personalized attention and service, and will definitely recommend your firm and Mr. Gl man to my colleagues. You proved my stereotypes very wrong in thinking that you can only get personalized attention, quick response and fair prices from small shops. With your firm, I can get all of that plus unmatched experience in expat taxation and exclusions. Professionalism, Transparency, Experience, Personalized Services and Affordable Prices...great business model. Regards AK ', ' We have a wonderful tax attorney who does our US taxes! The company is ExpatCPA. They are based in California, but do all the work online. We have been overseas since 1998 and this is the best tax attorney we have ever worked with for thoroughness, timeliness and professionalism. GC & RR ', ]); } onload = init;

Additional Forms as Needed

U.S. Expat Tax Preparation - American Expatriate Tax | Getting Started with ExpatCPA

Please complete the 60-second form to let us know if you would like a free quote for the preparation of your U.S. expatriate tax return or if you would just like more information. Select the items that apply, and be sure to let us know how to contact you.

Getting Started is Easy

Veneta Borisova Veneta Borisova is a Tax Return Preparer with a Bachelors of Science in Business Administration with a double major in Finance and Accounting from California State University, Long Beach. Miss Borisova has p ed all four parts of the CPA exam and is currently working towards satisfying the experience requirements of the CPA professional license. She is a member of Golden Key International Society and also of the CSULB Alumni ociation. While in school, Veneta Borisova was a part of Women’s Tennis Team at Fullerton College, and appeared on the Dean’s list for excellent grades. You can reach Miss Borisova with questions Concerning U.S. Taxation or concerns about your return, and she looks forward to isting you in filing your return. You can contact her at [email protected] ], 4Building: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/005/original/Building-lg.jpg, Office Location ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. 1 City Boulevard WestSuite 870Orange, CA 92868(714) 939-7670(800) 781-1031 ], C idy: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/007/original/C idy-lg.jpg, Michelle C idy Mrs. C idy has a degree in marketing from the University of Monterey. Her responsibilities at ExpatCPA include marketing, investor relations and office administration services. Michelle is looking forward to working with you and to providing any istance you may require with regards to TIC do entation. ], Deguzman: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/009/original/Deguzman-lg.jpg, Katrina DeGuzman Katrina DeGuzman is a marketing and compliance consultant for Cornerstone. She has a Bachelor’s Degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events.], Group1: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/011/original/group1-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], Group2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/013/original/group2-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 4Rodriguez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/017/original/Rodriguez-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], Solorzano: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/019/original/Solorzano-lg.jpg, Faviola Solorzano Ms. Solorzano is a Cornerstone tax consultant with a degree in accounting from California State University, Fullerton. ], Thomas: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/021/original/Thomas-lg.jpg, Thomas K ], Ybara: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/023/original/Ybara-lg.jpg, Evelyn Ybarra Evelyn Ybarra is a Senior Tax Consultant with a B.A. in Business Administration with a Concentration in Accounting from California State University, Fullerton. While attending Cal State Fullerton, she was an active member of the Accounting Society and is still a member alumnus. She is currently working to obtain her CPA license and continuing development to become a Tax Manager. Evelyn looks forward to isting you with your tax preparation questions and concerns. You may contact her at [email protected]. ], 5Soucie: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/066/original/Soucie-lg.jpg, Brent Soucie Brent has been practicing expatriate taxation for seven years. After graduating with a Bachelor of Commerce from Queen's University in Kingston, Ontario, Canada, he went on to work in the expatriate tax departments at both Ernst & Young LLP, and BDO Canada LLP. Throughout his career, Brent has served clients across Canada and the United States. His experience with advanced cross-border tax and investment planning matters is vast. He regularly speaks at financial planning and financial education seminars. In his spare time, Brent coaches AAA minor hockey, and serves as an scout for a Canadian Hockey League franchise. Brent is always happy to discuss a client's individual facts and cir stances in a candid and professional manner. He can be reached at [email protected].], Rome: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/068/original/Rome-lg.jpg, Our office located in Rome, Italy ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. ], Van: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/070/original/Van-lg.jpg, Van Crawford CPA, MBA Mr. Crawford heads our Anaheim, California affiliate office. Mr. Crawford holds a Masters Degree in Accounting from the California State University at Fullerton and has practiced as a Certified Public Accountant for approximately two decades. ], Dinar: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/072/original/Dinar-lg.jpg, Dinar Akhmetov, MBA Dinar Akhmetov is a graduate of Plekhanov Economic Academy. He has higher financial, engineering and linguistic education and has a degree of Master of Business Administration. Mr. Akhmetov is a former senior tax consultant for the Moscow office of Price Waterhouse and a former head of the personal tax department for the Russian audit firm, International Audit, LLC. He has extensive experience in Russian tax and payroll services. ], 2Group3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/105/original/group3-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], 11Group5: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/108/original/group5-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 1Harvey3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/110/original/harvey3-lg.jpg, John Harvey, CPA, MBT USAToday article John Harvey, a licensed CPA in the state of California, is the firm’s founder and continues as a professional consultant for the firm. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California Leventhal School of Accounting, consistently ranked in the top five US accounting schools. He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high-net-worth celebrities including Johnny Carson, Bill Cosby, Janet Jackson, Walter Matthau, and Larry Hagman. The firm is a member of the California Society of CPA's, and Mr. Harvey is a committee member for the American Citizens Abroad Professional Tax Advisory Council. In 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse in Moscow, Russia, at a time when many multinational firms were entering the Russian market. He also worked as a Senior Manager with Deloitte & Touché in Los Angeles. Mr. Harvey opened the Moscow office of ExpatCPA in 1995, the first CPA firm opened in Russia outside of the Big Five firms; we also opened an affiliate office in Los Cabos, Mexico. Over the years we have been successful in providing expatriate tax and accounting services to Americans and other foreign nationals living in Europe, Asia, Russia, and the Middle East, with special emphasis on personal income tax services. ], 2ZGl man: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/112/original/gl man-lg.jpg, Cavan Gl man Tax time can be difficult and stressful, and certainly no less than for Americans living abroad. Cavan Gl man is a tax manager in our Orange, California office. He is an enrolled agent with 14 years of experience isting ordinary Americans and expatriates with that challenging moment that comes along every year. Whether your tax situation involves living and working in a foreign country, paying taxes to a foreign country, foreign bank accounts, self-employment, rental property, or ownership in a foreign company, Cavan has extensive experience in all of these areas and more. He will be happy to ist you in making tax time easier and stress free. In his spare time, Cavan likes to spend his afternoons at the dog park with his dogs. He is an avid reader, enjoying everything from mystery and fantasy to world and U.S. history.], Ramirez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/114/original/ramirez-lg.jpg, Juan Ramirez], Perez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/116/original/perez-lg.jpg, Victor Perez], Peel: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/118/original/peel-lg.jpg, Elena Peel], Mclain: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/120/original/mclain-lg.jpg, Jeanette McLain], Rodriguez2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/122/original/rodriguez2-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], farrera: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/123/original/farrera-lg.jpg, Marco Ferrara Position: Intern], Luu: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/126/original/luu-lg.jpg, Rachel Luu Rachel Luu worked for over 18 years in the area of expatriate taxation, starting out with international accounting firms (Big Four) in Asia and in the U.S. Thereafter, she joined a high tech company in California and managed their in-house global expatriate tax program, both in tax return preparation as well as tax planning, handling over 800 ignees. Rachel is a licensed certified public accountant (CPA), earned her Masters of Science in Taxation, and has extensive corporate tax experience. Her strength in the area of expatriate taxation comes from her own experience as an expatriate. She has lived and worked in several countries as well as entered the U.S. many years ago as a foreign national. Rachel understands the challenges of life in a foreign country and aims to ease the tax compliance obligations of her clients. Rachel looks forward to supporting her clients and providing them with results. You can reach Rachel at [email protected] .], Pusey: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/128/original/pusey-lg.jpg, Mike Pusey A CPA since 1969, Mr. Pusey is co-author of Tax Planning Techniques for Individuals, AICPA Tax Study No. 2 and author of Charitable Remainder Trusts, a large treatise on charitable planning. He was also editor of Arthur Andersen's publication on charitable planning. He was also istant Tax Director, Manager of Tax Research and Planning at a NYSE financial institution where he was promoted to Vice President. Mr. Pusey also worked for KPMG, and the national tax departments of Laventhol & Horwath and Grant Thornton.], Martin: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/129/original/martin-lg.jpg, Martin Carlsen Martin has nine years of experience in expat tax preparation and the problems that arise with expats taxes including inbound and outbound US expats. He had been working for a -FT 500 the world's largest companies- company in the Tax Compliance of International ignments department, and before worked for one of the Big 4 accounting firms.Additionally, he is an enrolled agent and has an EMBA -top 30 schools in executive education according to Financial Times- where he could enhance his skills in communication and tax management. ], }); testify([' I am a Director of Quality at a luxury hotel and had previously worked in the Quality field with the ____ for close to 10 years. I’ve certainly received many emails/letters of praises about my colleagues, however, I rarely go out of my way to write an email regarding my experiences as a client or customer but I truly believe Faviola deserves the recognition. ', ' I’ve recently been given an opportunity to transfer to the corporate office in _____ but not having any understanding of the Expat Tax rules, I wasn’t sure if the offer given to me makes sense financially. I quickly started to do some research on Expat Taxes to understand if I would qualify for the tax exclusions but I was overwhelmed with information. I’ve contacted 3 different accountants and they were either too busy with real clients to give me any answers or they gave me information that I knew were outdated based on my research. Faviola did not make me feel like I was a h le by asking her some basic questions and she proved to be knowledgeable and was really clear on the information she gave me. She was efficient and clear, therefore, did not waste time on non-paying clients like myself. ', ' As you would understand, I’m trying to make a pretty big decision and it has been frustrating not being able to get deal-breaking questions answered but Faviola answered all of my questions. Because Faviola was professional, efficient and knowledgeable, I’ve decided to use the firm to do my 2009 taxes (I will contact once I get all of my info together) and will definitely use the firm for my taxes in the future, especially if I become an Expat. Thank You. JT ', ' Thank you so much, you guys have been a great help for making it a lot easier for me, especially when I'm deployed overseas...muchas gracias NP ', ' I moved to Australia two years ago and was worried about finding an accountant to do my US taxes. I could not find anyone in town that could perform this service. I looked around on the web and found many companies willing to take my money and do my taxes. Probably like you, I was very apprehensive about turning something as important as my taxes over to someone I only spoke to on the phone. I did not think I would be comfortable sending my personal do ents to an invisible entity on the web. Well needless to say, I forgot my apprehension and gave ExpatCPA a try. I am glad I did. I spoke to them and to my great delight they knew exactly my situation and what had to be done concerning my taxes. They found all the right forms that I needed and even helped put me on track with my business income. It was very easy to communicate my information to them. They stayed in regular contact with me during the entire process. They sifted through all the do ents I sent them. They did a great job discerning what was relevant and what was not. They even found some things I did not think of. I highly recommend ExpatCPA. I will continue to use them as long as I have to file US taxes. Thanks, SDH ', ' I introduce you to a colleague and friend of mine, who is also a US citizen working abroad, in India. I have recommended your tax filing services to him, given the positive experience and high level of professionalism that I have experienced with Expat CPA. Thanks again, SS ', ' I'll very likely contact you next year for the taxes. This has been quite an easy experience, and I appreciate the support. cheers, EW ', ' You're really on top of things: keep up the great work and thanks for all! Rgds AB ', ' Thank you all for your hard work and excellent service! I look forward to doing business with your firm next year, and I will heartily recommend you to my friends and co-workers working as contractors here in Iraq. Thanks again for your speedy istance and have a great weekend! Sincerely, PM ', ' Just wanted to let you know my sincere appreciation of the excellent service you have provided regarding my tax returns. I look forward to working with you all again next year. Regards, KS ', 'Thanks John. I will hope to have your company for all my future years taxes, I'm very happy with your service. John S ', ' I started looking for a new tax preparer a week ago when my old tax preparer did not know about foreign income exclusion. I sent over 20 e-mails, including one to your firm since your website had published prices, a sign of honesty and transparency. The majority of my e-mails went to small businesses, thinking I would get personalized service and it was in my nature to support the small businesses. Out of 20 e-mails, I got four replies: one wanted $250 up front, the next refused to quote any prices even though he advertised free consultation on his website, the third was a CPA who wanted outrageous prices, and the fourth reply was yours. I was skeptical to receive a reply from your firm, thinking that it was a big firm and you would care mostly about big corporate clients and would not have time for one individual with very moderate income. Mr Gl man replied to me the next day, and I was surprised to see that my original e-mail was seen and forwarded by Mr. Harvey to Mr. Gl man which shows transparency. It says a lot when the Request for Information e-mails are answered by the firm's owner. I thought I would ask again about the prices, and the answer came the same as quoted on the website. My taxes are not done yet, but I am getting great follow-up and attention from Mr Gl man and am confident that it will be done right. I just want to commend you on a great personalized attention and service, and will definitely recommend your firm and Mr. Gl man to my colleagues. You proved my stereotypes very wrong in thinking that you can only get personalized attention, quick response and fair prices from small shops. With your firm, I can get all of that plus unmatched experience in expat taxation and exclusions. Professionalism, Transparency, Experience, Personalized Services and Affordable Prices...great business model. Regards AK ', ' We have a wonderful tax attorney who does our US taxes! The company is ExpatCPA. They are based in California, but do all the work online. We have been overseas since 1998 and this is the best tax attorney we have ever worked with for thoroughness, timeliness and professionalism. GC & RR ', ]); } onload = init;

U.S. Expat Tax Laws - American Expatriate Tax Consulting | ExpatCPA

As a U.S. citizen or resident alien, your worldwide income generally is subject to U.S. income tax regardless of where you are living. Also, you are subject to the same income tax filing requirements that apply to U.S. citizens or residents living in the United States.

Expatriate Tax Law

Veneta Borisova Veneta Borisova is a Tax Return Preparer with a Bachelors of Science in Business Administration with a double major in Finance and Accounting from California State University, Long Beach. Miss Borisova has p ed all four parts of the CPA exam and is currently working towards satisfying the experience requirements of the CPA professional license. She is a member of Golden Key International Society and also of the CSULB Alumni ociation. While in school, Veneta Borisova was a part of Women’s Tennis Team at Fullerton College, and appeared on the Dean’s list for excellent grades. You can reach Miss Borisova with questions Concerning U.S. Taxation or concerns about your return, and she looks forward to isting you in filing your return. You can contact her at [email protected] ], 4Building: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/005/original/Building-lg.jpg, Office Location ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. 1 City Boulevard WestSuite 870Orange, CA 92868(714) 939-7670(800) 781-1031 ], C idy: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/007/original/C idy-lg.jpg, Michelle C idy Mrs. C idy has a degree in marketing from the University of Monterey. Her responsibilities at ExpatCPA include marketing, investor relations and office administration services. Michelle is looking forward to working with you and to providing any istance you may require with regards to TIC do entation. ], Deguzman: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/009/original/Deguzman-lg.jpg, Katrina DeGuzman Katrina DeGuzman is a marketing and compliance consultant for Cornerstone. She has a Bachelor’s Degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events.], Group1: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/011/original/group1-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], Group2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/013/original/group2-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 4Rodriguez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/017/original/Rodriguez-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], Solorzano: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/019/original/Solorzano-lg.jpg, Faviola Solorzano Ms. Solorzano is a Cornerstone tax consultant with a degree in accounting from California State University, Fullerton. ], Thomas: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/021/original/Thomas-lg.jpg, Thomas K ], Ybara: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/023/original/Ybara-lg.jpg, Evelyn Ybarra Evelyn Ybarra is a Senior Tax Consultant with a B.A. in Business Administration with a Concentration in Accounting from California State University, Fullerton. While attending Cal State Fullerton, she was an active member of the Accounting Society and is still a member alumnus. She is currently working to obtain her CPA license and continuing development to become a Tax Manager. Evelyn looks forward to isting you with your tax preparation questions and concerns. You may contact her at [email protected]. ], 5Soucie: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/066/original/Soucie-lg.jpg, Brent Soucie Brent has been practicing expatriate taxation for seven years. After graduating with a Bachelor of Commerce from Queen's University in Kingston, Ontario, Canada, he went on to work in the expatriate tax departments at both Ernst & Young LLP, and BDO Canada LLP. Throughout his career, Brent has served clients across Canada and the United States. His experience with advanced cross-border tax and investment planning matters is vast. He regularly speaks at financial planning and financial education seminars. In his spare time, Brent coaches AAA minor hockey, and serves as an scout for a Canadian Hockey League franchise. Brent is always happy to discuss a client's individual facts and cir stances in a candid and professional manner. He can be reached at [email protected].], Rome: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/068/original/Rome-lg.jpg, Our office located in Rome, Italy ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. ], Van: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/070/original/Van-lg.jpg, Van Crawford CPA, MBA Mr. Crawford heads our Anaheim, California affiliate office. Mr. Crawford holds a Masters Degree in Accounting from the California State University at Fullerton and has practiced as a Certified Public Accountant for approximately two decades. ], Dinar: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/072/original/Dinar-lg.jpg, Dinar Akhmetov, MBA Dinar Akhmetov is a graduate of Plekhanov Economic Academy. He has higher financial, engineering and linguistic education and has a degree of Master of Business Administration. Mr. Akhmetov is a former senior tax consultant for the Moscow office of Price Waterhouse and a former head of the personal tax department for the Russian audit firm, International Audit, LLC. He has extensive experience in Russian tax and payroll services. ], 2Group3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/105/original/group3-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], 11Group5: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/108/original/group5-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 1Harvey3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/110/original/harvey3-lg.jpg, John Harvey, CPA, MBT USAToday article John Harvey, a licensed CPA in the state of California, is the firm’s founder and continues as a professional consultant for the firm. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California Leventhal School of Accounting, consistently ranked in the top five US accounting schools. He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high-net-worth celebrities including Johnny Carson, Bill Cosby, Janet Jackson, Walter Matthau, and Larry Hagman. The firm is a member of the California Society of CPA's, and Mr. Harvey is a committee member for the American Citizens Abroad Professional Tax Advisory Council. In 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse in Moscow, Russia, at a time when many multinational firms were entering the Russian market. He also worked as a Senior Manager with Deloitte & Touché in Los Angeles. Mr. Harvey opened the Moscow office of ExpatCPA in 1995, the first CPA firm opened in Russia outside of the Big Five firms; we also opened an affiliate office in Los Cabos, Mexico. Over the years we have been successful in providing expatriate tax and accounting services to Americans and other foreign nationals living in Europe, Asia, Russia, and the Middle East, with special emphasis on personal income tax services. ], 2ZGl man: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/112/original/gl man-lg.jpg, Cavan Gl man Tax time can be difficult and stressful, and certainly no less than for Americans living abroad. Cavan Gl man is a tax manager in our Orange, California office. He is an enrolled agent with 14 years of experience isting ordinary Americans and expatriates with that challenging moment that comes along every year. Whether your tax situation involves living and working in a foreign country, paying taxes to a foreign country, foreign bank accounts, self-employment, rental property, or ownership in a foreign company, Cavan has extensive experience in all of these areas and more. He will be happy to ist you in making tax time easier and stress free. In his spare time, Cavan likes to spend his afternoons at the dog park with his dogs. He is an avid reader, enjoying everything from mystery and fantasy to world and U.S. history.], Ramirez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/114/original/ramirez-lg.jpg, Juan Ramirez], Perez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/116/original/perez-lg.jpg, Victor Perez], Peel: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/118/original/peel-lg.jpg, Elena Peel], Mclain: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/120/original/mclain-lg.jpg, Jeanette McLain], Rodriguez2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/122/original/rodriguez2-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], farrera: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/123/original/farrera-lg.jpg, Marco Ferrara Position: Intern], Luu: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/126/original/luu-lg.jpg, Rachel Luu Rachel Luu worked for over 18 years in the area of expatriate taxation, starting out with international accounting firms (Big Four) in Asia and in the U.S. Thereafter, she joined a high tech company in California and managed their in-house global expatriate tax program, both in tax return preparation as well as tax planning, handling over 800 ignees. Rachel is a licensed certified public accountant (CPA), earned her Masters of Science in Taxation, and has extensive corporate tax experience. Her strength in the area of expatriate taxation comes from her own experience as an expatriate. She has lived and worked in several countries as well as entered the U.S. many years ago as a foreign national. Rachel understands the challenges of life in a foreign country and aims to ease the tax compliance obligations of her clients. Rachel looks forward to supporting her clients and providing them with results. You can reach Rachel at [email protected] .], Pusey: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/128/original/pusey-lg.jpg, Mike Pusey A CPA since 1969, Mr. Pusey is co-author of Tax Planning Techniques for Individuals, AICPA Tax Study No. 2 and author of Charitable Remainder Trusts, a large treatise on charitable planning. He was also editor of Arthur Andersen's publication on charitable planning. He was also istant Tax Director, Manager of Tax Research and Planning at a NYSE financial institution where he was promoted to Vice President. Mr. Pusey also worked for KPMG, and the national tax departments of Laventhol & Horwath and Grant Thornton.], Martin: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/129/original/martin-lg.jpg, Martin Carlsen Martin has nine years of experience in expat tax preparation and the problems that arise with expats taxes including inbound and outbound US expats. He had been working for a -FT 500 the world's largest companies- company in the Tax Compliance of International ignments department, and before worked for one of the Big 4 accounting firms.Additionally, he is an enrolled agent and has an EMBA -top 30 schools in executive education according to Financial Times- where he could enhance his skills in communication and tax management. ], }); testify([' I am a Director of Quality at a luxury hotel and had previously worked in the Quality field with the ____ for close to 10 years. I’ve certainly received many emails/letters of praises about my colleagues, however, I rarely go out of my way to write an email regarding my experiences as a client or customer but I truly believe Faviola deserves the recognition. ', ' I’ve recently been given an opportunity to transfer to the corporate office in _____ but not having any understanding of the Expat Tax rules, I wasn’t sure if the offer given to me makes sense financially. I quickly started to do some research on Expat Taxes to understand if I would qualify for the tax exclusions but I was overwhelmed with information. I’ve contacted 3 different accountants and they were either too busy with real clients to give me any answers or they gave me information that I knew were outdated based on my research. Faviola did not make me feel like I was a h le by asking her some basic questions and she proved to be knowledgeable and was really clear on the information she gave me. She was efficient and clear, therefore, did not waste time on non-paying clients like myself. ', ' As you would understand, I’m trying to make a pretty big decision and it has been frustrating not being able to get deal-breaking questions answered but Faviola answered all of my questions. Because Faviola was professional, efficient and knowledgeable, I’ve decided to use the firm to do my 2009 taxes (I will contact once I get all of my info together) and will definitely use the firm for my taxes in the future, especially if I become an Expat. Thank You. JT ', ' Thank you so much, you guys have been a great help for making it a lot easier for me, especially when I'm deployed overseas...muchas gracias NP ', ' I moved to Australia two years ago and was worried about finding an accountant to do my US taxes. I could not find anyone in town that could perform this service. I looked around on the web and found many companies willing to take my money and do my taxes. Probably like you, I was very apprehensive about turning something as important as my taxes over to someone I only spoke to on the phone. I did not think I would be comfortable sending my personal do ents to an invisible entity on the web. Well needless to say, I forgot my apprehension and gave ExpatCPA a try. I am glad I did. I spoke to them and to my great delight they knew exactly my situation and what had to be done concerning my taxes. They found all the right forms that I needed and even helped put me on track with my business income. It was very easy to communicate my information to them. They stayed in regular contact with me during the entire process. They sifted through all the do ents I sent them. They did a great job discerning what was relevant and what was not. They even found some things I did not think of. I highly recommend ExpatCPA. I will continue to use them as long as I have to file US taxes. Thanks, SDH ', ' I introduce you to a colleague and friend of mine, who is also a US citizen working abroad, in India. I have recommended your tax filing services to him, given the positive experience and high level of professionalism that I have experienced with Expat CPA. Thanks again, SS ', ' I'll very likely contact you next year for the taxes. This has been quite an easy experience, and I appreciate the support. cheers, EW ', ' You're really on top of things: keep up the great work and thanks for all! Rgds AB ', ' Thank you all for your hard work and excellent service! I look forward to doing business with your firm next year, and I will heartily recommend you to my friends and co-workers working as contractors here in Iraq. Thanks again for your speedy istance and have a great weekend! Sincerely, PM ', ' Just wanted to let you know my sincere appreciation of the excellent service you have provided regarding my tax returns. I look forward to working with you all again next year. Regards, KS ', 'Thanks John. I will hope to have your company for all my future years taxes, I'm very happy with your service. John S ', ' I started looking for a new tax preparer a week ago when my old tax preparer did not know about foreign income exclusion. I sent over 20 e-mails, including one to your firm since your website had published prices, a sign of honesty and transparency. The majority of my e-mails went to small businesses, thinking I would get personalized service and it was in my nature to support the small businesses. Out of 20 e-mails, I got four replies: one wanted $250 up front, the next refused to quote any prices even though he advertised free consultation on his website, the third was a CPA who wanted outrageous prices, and the fourth reply was yours. I was skeptical to receive a reply from your firm, thinking that it was a big firm and you would care mostly about big corporate clients and would not have time for one individual with very moderate income. Mr Gl man replied to me the next day, and I was surprised to see that my original e-mail was seen and forwarded by Mr. Harvey to Mr. Gl man which shows transparency. It says a lot when the Request for Information e-mails are answered by the firm's owner. I thought I would ask again about the prices, and the answer came the same as quoted on the website. My taxes are not done yet, but I am getting great follow-up and attention from Mr Gl man and am confident that it will be done right. I just want to commend you on a great personalized attention and service, and will definitely recommend your firm and Mr. Gl man to my colleagues. You proved my stereotypes very wrong in thinking that you can only get personalized attention, quick response and fair prices from small shops. With your firm, I can get all of that plus unmatched experience in expat taxation and exclusions. Professionalism, Transparency, Experience, Personalized Services and Affordable Prices...great business model. Regards AK ', ' We have a wonderful tax attorney who does our US taxes! The company is ExpatCPA. They are based in California, but do all the work online. We have been overseas since 1998 and this is the best tax attorney we have ever worked with for thoroughness, timeliness and professionalism. GC & RR ', ]); } onload = init;

INCOME EARNED ABROAD

American Expat Tax - U.S. Expatriate Tax (FATCA) | ExpatCPA

The Foreign Account Tax Compliance Act (FATCA) is an important development in U.S. efforts to combat tax evasion by U.S. persons holding accounts and other financial ets offshore.

Veneta Borisova Veneta Borisova is a Tax Return Preparer with a Bachelors of Science in Business Administration with a double major in Finance and Accounting from California State University, Long Beach. Miss Borisova has p ed all four parts of the CPA exam and is currently working towards satisfying the experience requirements of the CPA professional license. She is a member of Golden Key International Society and also of the CSULB Alumni ociation. While in school, Veneta Borisova was a part of Women’s Tennis Team at Fullerton College, and appeared on the Dean’s list for excellent grades. You can reach Miss Borisova with questions Concerning U.S. Taxation or concerns about your return, and she looks forward to isting you in filing your return. You can contact her at [email protected] ], 4Building: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/005/original/Building-lg.jpg, Office Location ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. 1 City Boulevard WestSuite 870Orange, CA 92868(714) 939-7670(800) 781-1031 ], C idy: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/007/original/C idy-lg.jpg, Michelle C idy Mrs. C idy has a degree in marketing from the University of Monterey. Her responsibilities at ExpatCPA include marketing, investor relations and office administration services. Michelle is looking forward to working with you and to providing any istance you may require with regards to TIC do entation. ], Deguzman: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/009/original/Deguzman-lg.jpg, Katrina DeGuzman Katrina DeGuzman is a marketing and compliance consultant for Cornerstone. She has a Bachelor’s Degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events.], Group1: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/011/original/group1-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], Group2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/013/original/group2-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 4Rodriguez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/017/original/Rodriguez-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], Solorzano: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/019/original/Solorzano-lg.jpg, Faviola Solorzano Ms. Solorzano is a Cornerstone tax consultant with a degree in accounting from California State University, Fullerton. ], Thomas: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/021/original/Thomas-lg.jpg, Thomas K ], Ybara: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/023/original/Ybara-lg.jpg, Evelyn Ybarra Evelyn Ybarra is a Senior Tax Consultant with a B.A. in Business Administration with a Concentration in Accounting from California State University, Fullerton. While attending Cal State Fullerton, she was an active member of the Accounting Society and is still a member alumnus. She is currently working to obtain her CPA license and continuing development to become a Tax Manager. Evelyn looks forward to isting you with your tax preparation questions and concerns. You may contact her at [email protected]. ], 5Soucie: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/066/original/Soucie-lg.jpg, Brent Soucie Brent has been practicing expatriate taxation for seven years. After graduating with a Bachelor of Commerce from Queen's University in Kingston, Ontario, Canada, he went on to work in the expatriate tax departments at both Ernst & Young LLP, and BDO Canada LLP. Throughout his career, Brent has served clients across Canada and the United States. His experience with advanced cross-border tax and investment planning matters is vast. He regularly speaks at financial planning and financial education seminars. In his spare time, Brent coaches AAA minor hockey, and serves as an scout for a Canadian Hockey League franchise. Brent is always happy to discuss a client's individual facts and cir stances in a candid and professional manner. He can be reached at [email protected].], Rome: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/068/original/Rome-lg.jpg, Our office located in Rome, Italy ExpatCPA has a presence in The US, Italy, Russia and Mexico. Our US office is located in Orange County, California, our Italian office is located in Rome, our Russian office is located in Moscow, and our Mexico affiliate office is located in Los Cabos. These four strategic locations allow us to serve US expatriates and companies in Eastern Europe, the Middle East, and the rest of the world. We also periodically visit principal cities in Europe and the Middle East. ], Van: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/070/original/Van-lg.jpg, Van Crawford CPA, MBA Mr. Crawford heads our Anaheim, California affiliate office. Mr. Crawford holds a Masters Degree in Accounting from the California State University at Fullerton and has practiced as a Certified Public Accountant for approximately two decades. ], Dinar: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/072/original/Dinar-lg.jpg, Dinar Akhmetov, MBA Dinar Akhmetov is a graduate of Plekhanov Economic Academy. He has higher financial, engineering and linguistic education and has a degree of Master of Business Administration. Mr. Akhmetov is a former senior tax consultant for the Moscow office of Price Waterhouse and a former head of the personal tax department for the Russian audit firm, International Audit, LLC. He has extensive experience in Russian tax and payroll services. ], 2Group3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/105/original/group3-lg.jpg, Meet the Firm We at ExpatCPA believe that the selection of a certified public accounting firm is one of the most important decisions an individual or business can make. We hope to make that decision a bit easier. Our commitment towards excellence allows us to offer a complete array of accounting, tax and consulting services - delivered with a personal and professional touch. We value our role as trusted partners who know our business and respect yours. ], 11Group5: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/108/original/group5-lg.jpg, Our Mission The firm’s vision is to be the CPA firm that goes where no other CPA firm has gone before. In more precise words, our vision is to provide our clients with excellent tax, accounting, and financial services no matter where they may live in the global economy. ], 1Harvey3: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/110/original/harvey3-lg.jpg, John Harvey, CPA, MBT USAToday article John Harvey, a licensed CPA in the state of California, is the firm’s founder and continues as a professional consultant for the firm. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California Leventhal School of Accounting, consistently ranked in the top five US accounting schools. He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high-net-worth celebrities including Johnny Carson, Bill Cosby, Janet Jackson, Walter Matthau, and Larry Hagman. The firm is a member of the California Society of CPA's, and Mr. Harvey is a committee member for the American Citizens Abroad Professional Tax Advisory Council. In 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse in Moscow, Russia, at a time when many multinational firms were entering the Russian market. He also worked as a Senior Manager with Deloitte & Touché in Los Angeles. Mr. Harvey opened the Moscow office of ExpatCPA in 1995, the first CPA firm opened in Russia outside of the Big Five firms; we also opened an affiliate office in Los Cabos, Mexico. Over the years we have been successful in providing expatriate tax and accounting services to Americans and other foreign nationals living in Europe, Asia, Russia, and the Middle East, with special emphasis on personal income tax services. ], 2ZGl man: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/112/original/gl man-lg.jpg, Cavan Gl man Tax time can be difficult and stressful, and certainly no less than for Americans living abroad. Cavan Gl man is a tax manager in our Orange, California office. He is an enrolled agent with 14 years of experience isting ordinary Americans and expatriates with that challenging moment that comes along every year. Whether your tax situation involves living and working in a foreign country, paying taxes to a foreign country, foreign bank accounts, self-employment, rental property, or ownership in a foreign company, Cavan has extensive experience in all of these areas and more. He will be happy to ist you in making tax time easier and stress free. In his spare time, Cavan likes to spend his afternoons at the dog park with his dogs. He is an avid reader, enjoying everything from mystery and fantasy to world and U.S. history.], Ramirez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/114/original/ramirez-lg.jpg, Juan Ramirez], Perez: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/116/original/perez-lg.jpg, Victor Perez], Peel: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/118/original/peel-lg.jpg, Elena Peel], Mclain: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/120/original/mclain-lg.jpg, Jeanette McLain], Rodriguez2: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/122/original/rodriguez2-lg.jpg, Joshua Rodriguez Joshua Rodriguez is a Registered Tax Consultant at ExpatCPA and has a Master’s Degree in Accounting from Keller Graduate School of Business Management and a Bachelor of Science Degree in Economics from California State University, San Marcos. Joshua is also working towards his license as a Certified Public Accountant (CPA). Please don’t hesitate to contact Joshua with any questions you might have regarding U.S. taxation; he looks forward to working with you. You can contact him at [email protected]. ], farrera: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/123/original/farrera-lg.jpg, Marco Ferrara Position: Intern], Luu: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/126/original/luu-lg.jpg, Rachel Luu Rachel Luu worked for over 18 years in the area of expatriate taxation, starting out with international accounting firms (Big Four) in Asia and in the U.S. Thereafter, she joined a high tech company in California and managed their in-house global expatriate tax program, both in tax return preparation as well as tax planning, handling over 800 ignees. Rachel is a licensed certified public accountant (CPA), earned her Masters of Science in Taxation, and has extensive corporate tax experience. Her strength in the area of expatriate taxation comes from her own experience as an expatriate. She has lived and worked in several countries as well as entered the U.S. many years ago as a foreign national. Rachel understands the challenges of life in a foreign country and aims to ease the tax compliance obligations of her clients. Rachel looks forward to supporting her clients and providing them with results. You can reach Rachel at [email protected] .], Pusey: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/128/original/pusey-lg.jpg, Mike Pusey A CPA since 1969, Mr. Pusey is co-author of Tax Planning Techniques for Individuals, AICPA Tax Study No. 2 and author of Charitable Remainder Trusts, a large treatise on charitable planning. He was also editor of Arthur Andersen's publication on charitable planning. He was also istant Tax Director, Manager of Tax Research and Planning at a NYSE financial institution where he was promoted to Vice President. Mr. Pusey also worked for KPMG, and the national tax departments of Laventhol & Horwath and Grant Thornton.], Martin: [http://d21c7j241p6103.cloudfront.net/cms/files/files/000/000/129/original/martin-lg.jpg, Martin Carlsen Martin has nine years of experience in expat tax preparation and the problems that arise with expats taxes including inbound and outbound US expats. He had been working for a -FT 500 the world's largest companies- company in the Tax Compliance of International ignments department, and before worked for one of the Big 4 accounting firms.Additionally, he is an enrolled agent and has an EMBA -top 30 schools in executive education according to Financial Times- where he could enhance his skills in communication and tax management. ], }); testify([' I am a Director of Quality at a luxury hotel and had previously worked in the Quality field with the ____ for close to 10 years. I’ve certainly received many emails/letters of praises about my colleagues, however, I rarely go out of my way to write an email regarding my experiences as a client or customer but I truly believe Faviola deserves the recognition. ', ' I’ve recently been given an opportunity to transfer to the corporate office in _____ but not having any understanding of the Expat Tax rules, I wasn’t sure if the offer given to me makes sense financially. I quickly started to do some research on Expat Taxes to understand if I would qualify for the tax exclusions but I was overwhelmed with information. I’ve contacted 3 different accountants and they were either too busy with real clients to give me any answers or they gave me information that I knew were outdated based on my research. Faviola did not make me feel like I was a h le by asking her some basic questions and she proved to be knowledgeable and was really clear on the information she gave me. She was efficient and clear, therefore, did not waste time on non-paying clients like myself. ', ' As you would understand, I’m trying to make a pretty big decision and it has been frustrating not being able to get deal-breaking questions answered but Faviola answered all of my questions. Because Faviola was professional, efficient and knowledgeable, I’ve decided to use the firm to do my 2009 taxes (I will contact once I get all of my info together) and will definitely use the firm for my taxes in the future, especially if I become an Expat. Thank You. JT ', ' Thank you so much, you guys have been a great help for making it a lot easier for me, especially when I'm deployed overseas...muchas gracias NP ', ' I moved to Australia two years ago and was worried about finding an accountant to do my US taxes. I could not find anyone in town that could perform this service. I looked around on the web and found many companies willing to take my money and do my taxes. Probably like you, I was very apprehensive about turning something as important as my taxes over to someone I only spoke to on the phone. I did not think I would be comfortable sending my personal do ents to an invisible entity on the web. Well needless to say, I forgot my apprehension and gave ExpatCPA a try. I am glad I did. I spoke to them and to my great delight they knew exactly my situation and what had to be done concerning my taxes. They found all the right forms that I needed and even helped put me on track with my business income. It was very easy to communicate my information to them. They stayed in regular contact with me during the entire process. They sifted through all the do ents I sent them. They did a great job discerning what was relevant and what was not. They even found some things I did not think of. I highly recommend ExpatCPA. I will continue to use them as long as I have to file US taxes. Thanks, SDH ', ' I introduce you to a colleague and friend of mine, who is also a US citizen working abroad, in India. I have recommended your tax filing services to him, given the positive experience and high level of professionalism that I have experienced with Expat CPA. Thanks again, SS ', ' I'll very likely contact you next year for the taxes. This has been quite an easy experience, and I appreciate the support. cheers, EW ', ' You're really on top of things: keep up the great work and thanks for all! Rgds AB ', ' Thank you all for your hard work and excellent service! I look forward to doing business with your firm next year, and I will heartily recommend you to my friends and co-workers working as contractors here in Iraq. Thanks again for your speedy istance and have a great weekend! Sincerely, PM ', ' Just wanted to let you know my sincere appreciation of the excellent service you have provided regarding my tax returns. I look forward to working with you all again next year. Regards, KS ', 'Thanks John. I will hope to have your company for all my future years taxes, I'm very happy with your service. John S ', ' I started looking for a new tax preparer a week ago when my old tax preparer did not know about foreign income exclusion. I sent over 20 e-mails, including one to your firm since your website had published prices, a sign of honesty and transparency. The majority of my e-mails went to small businesses, thinking I would get personalized service and it was in my nature to support the small businesses. Out of 20 e-mails, I got four replies: one wanted $250 up front, the next refused to quote any prices even though he advertised free consultation on his website, the third was a CPA who wanted outrageous prices, and the fourth reply was yours. I was skeptical to receive a reply from your firm, thinking that it was a big firm and you would care mostly about big corporate clients and would not have time for one individual with very moderate income. Mr Gl man replied to me the next day, and I was surprised to see that my original e-mail was seen and forwarded by Mr. Harvey to Mr. Gl man which shows transparency. It says a lot when the Request for Information e-mails are answered by the firm's owner. I thought I would ask again about the prices, and the answer came the same as quoted on the website. My taxes are not done yet, but I am getting great follow-up and attention from Mr Gl man and am confident that it will be done right. I just want to commend you on a great personalized attention and service, and will definitely recommend your firm and Mr. Gl man to my colleagues. You proved my stereotypes very wrong in thinking that you can only get personalized attention, quick response and fair prices from small shops. With your firm, I can get all of that plus unmatched experience in expat taxation and exclusions. Professionalism, Transparency, Experience, Personalized Services and Affordable Prices...great business model. Regards AK ', ' We have a wonderful tax attorney who does our US taxes! The company is ExpatCPA. They are based in California, but do all the work online. We have been overseas since 1998 and this is the best tax attorney we have ever worked with for thoroughness, timeliness and professionalism. GC & RR ', ]); } onload = init;