During the call, our Expat Tax Specialist will gain clarity on your personal tax situation. in order to provide you with a Personalized Proposal. This is also an opportunity for you to assess whether AET will meet your needs.
We will send you an email with a link to view your Proposal, complete with a detailed fee quote and the terms of our engagement with you.
After you review the engagement letter we will ask you (and your spouse or partner) to sign it electronically.
Included in the terms in the Engagement Letter is our requirement for a 50% deposit of our estimated fees so we can get started.
Make a Consultation appointment – Select the type of appointment that fits your situation. Tell us who you are, where you are located and a little about what you wish to discuss. After you make the appointment, we will provide you with details of your appointment including date, time and how to contact us for your appointment.
The Consultation Appointment –During the call, our International Tax Specialist will gain clarity on your personal tax situation and then answer any questions or concerns you have.
Make Your Payment – The fee for the consultation appointment will be stated when you select your appointment type. Payment is required prior to your scheduled appointment time. You can follow the payment instructions in the email confirmation of your appointment or you can simply select the MakePayment button at the top of our website.
After the Consultation Appointment – You will receive a paid invoice for your records. If you require additional services, our International Tax Specialist will review those and any next steps required during your appointment.