It's as simple as a punchlist, really. If you are able to gather the following documents then you're well on your way to way to getting your taxes done both easily and accurately. The list is as follows - 
  • A copy of last year's tax return
  • Social Security Numbers for yourself and your spouse if applicable.
  • Social Security Numbers for your dependents if applicable.
  • Forms W-2 from all of your employers
  • Forms 1099 showing interest paid to you throughout the year
  • Form 1099-G showing any refund, credit or offset of state and local taxes
  • All receipts pertaining to your small business sole proprietorship if applicable
  • Forms 1099-DIV and Forms 1099-R
  • Income receipts from rental, real estate, partnerships, S corporation, trusts
  • Unemployment compensation
  • Social Security benefits
This list is not exhaustive and perhaps does not cover everything, but it does cover most of the necessary documents you will need. Once you engage Bright!Tax to complete your American expatriate tax return, your Bright!Tax CPA will be able to advise you and strategize with you to make sure you're getting the best and most accurate return possible while remaining absolutely compliant. Contact Bright!Tax if you wish to receive more details.
 
 
The quick version of steps to getting your US taxes done with Bright!Tax is here in this new video, called EZ - approximately 40 seconds. This video short has been distributed widely on the Internet to great acclaim. It is quite nicely done! 
 
 
Your US tax return will begin with a cursory overview by Bright!Tax © Associates to be sure we have all the relevant elements to complete your return. It is then scheduled and forwarded to your assigned Bright!Tax © Tax Specialist - a fully licensed and qualified American CPA who will thoroughly review your return and make sure that every matter is addressed and that all questions are answered. Your Bright!Tax CPA will communicate with you as necessary to make sure your return yields every tax advantage while staying strictly within legal tax guidelines. Upon completing an initial proof of your return, your Specialist will coordinate a review of your return with a Bright!Tax Team Lead (also a licensed and fully qualified CPA) who will offer comments and recommendations on your behalf. Once this is complete you will be presented with a secure proof of your return for you to review and approve for final e-filing with the appropriate government entities. At all times during the process you will have ready access to your Bright!Tax CPA to make further queries, offer comments and observations.  Contact Bright!Tax for further queries and information.