8 BIG Reasons You Need a CFO
Getting your tax returns correctly prepared and filed on time is an important part of managing your expat financial responsibilities. Using an experienced expat tax professional will help you avoid penalties and reduce taxes by maximizing the tax benefits available to you.
However, working with a tax and financial planning professional experienced in American expat taxes and financial needs will bring you so many more benefits. It’s like having a personal CFO to help you manage ALL your financial affairs.
The work of a Chief Financial Officer (CFO) is to be an integral part of your financial decision-making process. It is the job of a CFO to deliver accurate information, break down barriers, communicate clearly, overcome obstacles, and help insure the proper execution of YOUR overall plan.
Here’s what you can expect from us as your Expat CFO:
Save Money: We check your last two years’ tax returns for mistakes or missed deductions. We will help you claim all the tax benefits available and, if needed, help you file an amendment. We conduct tax planning consultations with you throughout the year to maximize your tax savings.
Save Time: Access your financial information in real-time, from any continent. Share your information with select family or professionals in a private, read-only format. Our tools and technology resources help you get the information you need, when you need it.
Get REAL Answers: Emails and phone calls are free. After your initial set up and planning, we are available year-round to consult with you as you have questions or experience changes in your situation. We understand the risks and issues American expats face while abroad and at home. We help you keep costs down with a SKYPE account (ExpatCFO), because sometimes, you just have to talk to someone you can trust to get the answers you need.
Support in an Audit: If we have prepared your tax return, you can count on us to be there if you face an IRS audit. With the IRS adding over 800 highly qualified agents to their workforce, the value of having our expat tax professionals supporting you in an audit exceeds our annual fee. Think about it.
Work with Us from Anywhere: We work across multiple continents and time zones. If you can open an Internet browser, you can work with us. Our technology platforms are supported by leaders in the financial information services and are the most secure in the industry.
No Tax-Time Surprises: Regulations change, reporting requirements change. Stay abreast of your tax and financial obligations and make the decisions you need to preserve your expat benefits year after year. Our newsletters and articles include tax updates, and our annual tax consultations make sure you are up-to-date on the most recent tax and reporting requirements.
No More Worries over Lost Documents: Never lose or misplace important information in a move again. All your critical documents can be stored digitally in one place with secure, 24/7 access from any web browser.
Peace of Mind: Our CPAs are also licensed financial planning professionals. They take in excess of 80 hours in continuing education each year. Likewise, with over 20 years experience serving American expats, they can be trusted to interpret IRS tax code and offer appropriate financial advice for your unique situation. Instead of searching the Internet or getting inaccurate advice from friends, get the correct advice for your situation from a professional.
We know that sometimes, you need more than just a tax return or a financial plan. Our Expat CFO service delivers everything you need to manage your entire financial world at home or abroad. We even help our clients as they repatriate.
Whether you select an individual service or opt for the benefit of our consolidated Expat CFO service package, we want you to find out that we are committed to helping make your American expat adventure the best ever!
Contact us today; questions are FREE... but navigating the path to your financial future alone can be costly.
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