Tax Preparation & E-File, Expatriate Tax Services for People Moving to/from USA & Bookkeeping (Up to 50% Off)
Expertly navigate taxes with tailored expat support, seamless bookkeeping, and comprehensive preparation services
Taxes can be daunting, especially if you're dealing with complex situations like expatriate status or running a small business. Finding the right help can make all the difference.
That's where professional expertise comes in handy. By leveraging specialized knowledge in expat taxation and offering CFO-level insights for businesses, stress-free compliance is within reach.
What We Offer
- Tax Preparation and E-File for an Individual: Comprehensive tax return filing for individuals using the standard deduction. For standard tax return (Single or Married Filing Jointly) using standard deduction and one state, includes e-filing (where eligible). Does not include extensions, Sch C, D, E, amending, or other forms which are available at additional fees.
- Expatriate Tax Services for people moving to/from the USA: Includes standard expatriate tax return with one Form 2555, Form 1116, one State return, FinCEN Form 114 & 8938 (up to 5 accounts); includes efiling (if eligible). Does not include other FATCA disclosures (example: 8621, 5471, 926, 3520, 3520-A, etc) or extensions.
- Bookkeeping for Small & Medium Businesses: Fees listed are based on QuickBooks Online on a per-month basis for businesses up to 300 transaction volume; a discount is applied to the first month. Free cleanup up to a maximum of 25 hours; Excludes ongoing monthly fees, payroll, sales tax filings, A/R/A/P management, and tax preparation.
Why You Should Grab The Offer
Choosing this offer means gaining access to unparalleled expertise in navigating U.S. expat taxation rules from professionals trained by Big 4 firms. The team provides not only routine tax prep but also strategic financial advice that many small businesses often miss out on. With innovative QuickBooks-based solutions tailored specifically for smaller enterprises earning under $10–$15 million annually, operational efficiency becomes effortless. Clients can enjoy peace of mind knowing that they have access to both reliable service delivery and clear communication channels that foster long-term partnerships rather than just transactional interactions.
Expertly navigate taxes with tailored expat support, seamless bookkeeping, and comprehensive preparation services
Taxes can be daunting, especially if you're dealing with complex situations like expatriate status or running a small business. Finding the right help can make all the difference.
That's where professional expertise comes in handy. By leveraging specialized knowledge in expat taxation and offering CFO-level insights for businesses, stress-free compliance is within reach.
What We Offer
- Tax Preparation and E-File for an Individual: Comprehensive tax return filing for individuals using the standard deduction. For standard tax return (Single or Married Filing Jointly) using standard deduction and one state, includes e-filing (where eligible). Does not include extensions, Sch C, D, E, amending, or other forms which are available at additional fees.
- Expatriate Tax Services for people moving to/from the USA: Includes standard expatriate tax return with one Form 2555, Form 1116, one State return, FinCEN Form 114 & 8938 (up to 5 accounts); includes efiling (if eligible). Does not include other FATCA disclosures (example: 8621, 5471, 926, 3520, 3520-A, etc) or extensions.
- Bookkeeping for Small & Medium Businesses: Fees listed are based on QuickBooks Online on a per-month basis for businesses up to 300 transaction volume; a discount is applied to the first month. Free cleanup up to a maximum of 25 hours; Excludes ongoing monthly fees, payroll, sales tax filings, A/R/A/P management, and tax preparation.
Why You Should Grab The Offer
Choosing this offer means gaining access to unparalleled expertise in navigating U.S. expat taxation rules from professionals trained by Big 4 firms. The team provides not only routine tax prep but also strategic financial advice that many small businesses often miss out on. With innovative QuickBooks-based solutions tailored specifically for smaller enterprises earning under $10–$15 million annually, operational efficiency becomes effortless. Clients can enjoy peace of mind knowing that they have access to both reliable service delivery and clear communication channels that foster long-term partnerships rather than just transactional interactions.
Need To Know Info
About Sum TABS LLC
Sum TABS LLC is your trusted partner for financial peace of mind. We are experts who take the stress out of your books and taxes so you can focus entirely on what you do best. For small and medium businesses, we provide reliable bookkeeping services and start you off right with a free cleanup of your financial records. This means you gain instant clarity and can make better decisions about your profit and growth. We work with any bookkeeping software and are ProAdvisors for Quickbooks Online.
For those with international finances, we are the specialists you need. If you've moved to or from the US, your tax situation is complicated, but we make it simple. We expertly handle expatriate tax services and mandatory foreign disclosures, ensuring you stay compliant with the IRS and avoid severe penalties.
We also have deep expertise in the non-profit world, providing specialized bookkeeping and handling the crucial Series 990 Tax Filings so your organization can maintain its exempt status and focus on its mission.
Ultimately, we are here to provide three things: expert clarity, absolute compliance, and reliable service. We focus on your financial details so your life—or your business—can run smoothly.