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Tax Preparation Process

Our simplified tax preparation process is designed to save you time and money. We handle document exchange through our secure portal so you don't have to worry about mailing paperwork. 


By registering through our website you are letting us know that you are interested in our services. The registration will put you in direct contact with your CPA who will guide you through the entire process. We will create an account for you at our secure data portal which will be used for fast and reliable exchange of documents between you and your accountant. The information you upload to the portal is only visible by you and Kozrog. We will send you an engagement letter outlining our services and fees. 


After you complete our U.S. Expat questionnaire and upload any related documents, we will begin the preparation of your return. We may ask you additional questions that arise during the preparation process. 

Once we've prepared your return, we will upload a draft to the portal for your review along with a brief write up explaining the results in plain language (we understand that looking at tax forms doesn't mean a lot for most people). While you are reviewing your return, we will be available to answer any questions and make requested edits. At this point, we will also send you an invoice for our services.

3.     REVIEW

Upon your tax return approval and invoice payment, we will file your return with the IRS. Kozrog Consult is an approved e-file provider. In the few instances where your return may not be available for e-filing, we will give you detailed instructions about how to mail your return. We will also upload an electronic copy of your final return for your records. 


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