Wellman Financial Consulting

Marian T. Wellman
MBA in Finance
US Enrolled Agent
Over 25 years experience
US Income Tax practice since 1983
Certified Financial Planner 
* Federal Income Taxes
* All States
* Current and Prior Years
* Electronic Filing
* Sale of Home

* US Businesses and Rental Property
* IRS Letters and Problem Resolution


©2009 by Marian Wellman
Wellman Financial Consulting
Marian T. Wellman
E.A. CFP
Lake Chapala area, Jalisco

Professional preparation of U.S. Income Taxes in Mexico
References available upon request


Note:
Higher prices may apply to complex returns or schedules, forms requiring calculations or where data provided by taxpayer is unclear or incomplete, excessive correspondence back and forth, more copying of faxed forms, phone calls and bank charges in receiving money online. IVA (Mexican sales tax 15%) must be charged for local clients but not for online clients using PayPal.


Returns prepared in the Guadalajara / Ajijic / Lake Chapala area will be calculated in dollars, and then converted to pesos at the going rate, and payment received in pesos.

Payment for returns initiated over the internet will be charged in US dollars, and paid through PayPal. $100 deposit required to begin work, and credited to final invoice.

All returns must be completely paid for before electronic filing is initiated, or before the paper copies and personal items are returned.

Paper copies of all returns will be provided to clients, whether electronically filed or not. Those not wishing to file electronically will also receive sufficient copies ready for mailing to US authorities, with instructions where to file. A PDF file will be sent to all internet-initiated returns.

Not all states accept electronic filing from paid providers without separate registration by the provider for that state. Therefore, it may not be possible to efile in all states. In these cases, a paper state return will be provided
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Prices per Form for US Tax Preparation, in US Dollars