How Do I Start?
Your US and individual state income taxes can be prepared through our offices near Lake Chapala no matter where you live (even the US!). Clients from San Miguel de Allende, Mexico City, beach resort communities, or any other locales are welcome to use our services.
To begin, we need a simple interview, either by phone or in person, to take basic personal information and to assess the work you need. If you are in the Lake Chapala area, please call for an appointment (roughly one-half hour) at (376) 765-5273.
From a US or Canadian area code, call Vonage number 720-226-0561 (U.S. number but rings in Mexico – no international long distance charges!)
We will need a copy of your prior year's tax return (normally, one year only), plus any "official" paperwork that you have, such as W-2s, 1099s, closing statements if you have sold a house, etc. Please just provide the actual paperwork – you don't need to write out a list. If you want a refund to be direct-deposited (HIGHLY recommended), you will need to include a voided check.
Your information can be faxed, or sent by overnight delivery outside of the Lake Chapala area, so we can prepare your taxes with the lowest amount of tax possible. A paper return can be returned to you for mailing, or e-filed at your request if available. Refunds can be direct deposited directly to your bank account.
Payment can be received in dollars through PayPal, or by pesos if you live in the Lake Chapala area. All fees are shown in US Dollars, but will be converted to pesos if you are paying directly in the Lakeside area.
A deposit is required to begin work on your return, and will be credited to your final price. For Lakeside residents, the deposit will be 750 pesos, received in cash in person. For website clients or anyone wishing to pay by credit card or in dollars, the deposit will be $100. You will receive an email with a link to PayPal requesting a deposit payment after our initial phone call. All your financial information is completely secure, and you do not have to have your own PayPal account.
You will be invoiced for your final bill, with all schedules shown per the fee schedule, before the return is e-filed and/or copies and original documents returned.
Complete service included with your tax preparation:
• Planning for future years for correct withholding or estimates, to avoid penalties to the IRS.
• Quarterly reminders for estimates emailed to you.
• Phone consultations for simple questions answered free outside of busy season
• Examination of your current portfolio to look for ways to lower your tax bill