Tax Worksheet for U.S. Expatriate Returns

We kindly request that you complete the form below and submit all of the necessary documentation to prepare your U.S. Expatriate Tax Return. Also, a reminder that your annual Agreement Letter has been sent to you and must be signed before Larson Gross can begin tax preparation. For questions about how to sign your agreement letter, please visit our Support Resources page.

To ensure your tax return is prepared and filed by the applicable deadline, please submit your documentation as soon as possible. 

We look forward to serving you!

NEW in 2023: The form below saves your data as you proceed to each step, so should you be interrupted, you can return to where you left off without losing your progress.

In addition, please be sure to keep an eye out for any small blue circle “tool tips” after questions. These tips provide additional information about supporting documents that should be uploaded at the end of the form under the “Upload Documents” section.

Tax Worksheet for US Expats

PERSONAL INFORMATION

 

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DEPENDENT INFORMATION

 

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ADDITIONAL INFORMATION

 

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FINAL QUESTIONS

 

UPLOAD DOCUMENTS

Please upload any documents necessary for properly preparing your tax return. Examples may include: childcare documentation (with name, social security number, or employer identification number of the recipient and the amount paid), year-end statements, crypto currency documentation, or a voided check (if you'd like potential refunds or payments processed electronically).

Questions? Please reach out to your main point of contact via email or phone or call our main office line at 360.734.4280.

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“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

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Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

*The information provided by Elgie, our digital assistant, should not be considered tax advice. Actions based on the information it provides should not be taken without further consultation with a licensed tax professional. © 2010-2024

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