Are you a US citizen with foreign businesses and/or foreign accounts? Or are you a foreign taxpayer with US businesses or business entities?
If so, you might be a good fit for a personal consultation with Diane Kennedy, CPA to develop your strategy to hit your goals. Please note that this consultation is only available to US taxpayers who have foreign business entities and/or foreign investments or a foreign taxpayer who has US business entities.
Diane is offering ONLY four consultations per month. Once those are sold, there are no more available consultations until the next month. Period.
Your consultation will consist of a 30 minute personal session with Diane which can be recorded, if requested. The recording and Diane’s notes along with additional follow-up information, as appropriate will be up loaded to your secure Sharefile folder.
Here’s how the process leading up to the consultation works:
Once you sign up, you will receive an email explaining the next few emails and links you will be sent. These include:
- An explanation of what to expect for your personal consultation,
- How to get the most from the consultation, and
- A Preliminary Questionnaire.
Please note that you are not required to complete all of the questionnaire. However, the more information you provide, the more efficiently you’ll be able to get Diane up to speed on where you are, your current questions and concerns and figure out the best plan for you to move forward to the next step.
The consultation cost is $500. You must book your appointment within 3 months of signing up here. Once you submit the information, you’ll be given a link to Diane’s calendar so you can book your appointment. There are at least 5 appointment possibilities over 2 or more days a week. However, they book up quickly and during busy times, it could be several weeks before you can get an appointment. It’s best to act quickly!
If you go on to become a tax client for your US tax filings, half of the $500 consultation fee ($250) is applicable to the total cost of your return preparation, if the total annual preparation amount is $1,000 or more.
To review a list of the tax preparation costs, Contact Us.