Instructions

Welcome!

Thank you for choosing Expat EZ, the premier online platform for self-directed expat tax filing.

Our EZ Questionnaire has been carefully designed to allow you to provide us with all of the necessary information in a very quick and easy manner.

Filling out the sections of the EZ Questionnaire should take you an hour or less. You can fill out the questionnaire on your terms and at your convenience. You’re in control but we do all the work!

Once you’re finished, you can click “Submit” below or at the end of the questionnaire. Be sure that you’ve included all your information, including all required document uploads, prior to submission. To protect the security of your information, your questionnaire cannot be revised once submitted.

By clicking “Submit”, you agree to the terms of our Engagement Letter, which sets out the conditions for using this Expat EZ service. Importantly, the EZ questionnaire is specifically tailored for individuals who satisfy such conditions. If you do not satisfy such conditions, the accuracy of your tax return and/or FBAR can be adversely affected.

When you submit, you’ll be asked to pay our one-time flat fee. No extra charges guaranteed! Within about a day of submitting your answers and paying our fee, you can expect your completed return to be delivered to you.

Our short and easy process is safe, accurate, and reliable and proves that filing expat taxes doesn’t need to be complicated.

Recommended Browser - We recommend using the latest version of Google Chrome for the best experience using this questionnaire. The use of Mac devices, and the Safari browser in particular, may cause issues.

If you have any questions about our new questionnaire, feel free to chat with our customer service representative, or send us a message via the Contact Us page on this portal.