Jimmy Sexton, LL.M., Founder and CEO of Esquire Group, has been a leader in the international tax community for nearly two decades. After noticing the sub-par quality of US international tax preparation services, he created a Concierge Tax Service catering to discerning clients.
With our Concierge Tax Service, Esquire Group’s licensed international tax consultants will take a white-glove approach to your tax needs. Our mission is to minimize the stress related to your tax filings.
From the start, you’ll get to speak one-on-one with one of our international tax consultants to gain a better understanding about your tax needs. Unlike other firms, we don’t ask prospective clients fill out confusing tax “workbooks.”
One of our experts will ask you the exact questions needed to understand your tax situation and determine what your tax return entails. After the call, you’ll receive a detailed written explanation of our assessment and our fee estimate.
Once you become a client, we’ll send you a convenient information request tailored to your needs at the beginning of each tax season—no tax organizers (unless you ask for one one).
We Truly Value Our Clients
Look, everyone claims to value their clients. But we can actually prove we do.
Most firms force their preparers to handle as many clients as possible. They rush through returns as quickly as possible,often without even speaking to clients one-on-one.
Esquire Group strictly limits each tax consultant to just 80 clients – far below the industry average.
By heavily restricting the number of clients per consultant, they have the time to be thorough with each return. They dive deep into each client’s tax information to ensure that nothing goes overlooked – including double-checking past returns for errors.
At Esquire Group, clients aren’t just names on a file. We take the time to get to know our clients. Our consultants can recall details about their clients without even needing to open a file.
Unlike most tax firms, Esquire Group does not hire seasonal tax consultants. Although they may increase capacity, we believe they undermine quality and the relationships we have with our clients. We’re not worried about having the most clients. We don’t make our money on volume.
Our Concierge Tax Service is not just about providing accurate returns. We seek to develop personal relationships with our clients.
Clients have year-round access to their Esquire Group tax consultant and are encouraged to contact them at any time with questions. Your personal tax consultant can help you better understand the possible tax consequences of something you’re contemplating.
This feature of our service is particularly useful for investors and business owners.
Banks and financial institutions have created special investments catering to US expats. These investments often involve extremely complicated areas of tax. Successful investing is difficult enough – banks, financial institutions, and financial advisors do not give tax advice.
That’s why we value our relationship with Beacon Global Group – our services compliment one another’s and we share a similar approach to business. They focus on investments for Americans abroad, and we focus on their taxes.
Here are just a few issues US expats may encounter when investing.
- Non-US banks often sell investment funds as safe conservative investments, which is appealing to many investors. However, foreign investment funds are generally treated as a Passive Foreign Investment Company (PFIC).
- Foreign life insurance policies also can present major issues. Typically, these policies serve as a “wrapper” for various investments and funds. The IRS typically treats these differently than the expat’s country of residence.
- Foreign cash insurance policies must be reported under FBAR requirements.
- Foreign private retirement accounts are not recognized by the IRS. Gains are not tax deferred and the “retirement account” is actually treated as a foreign brokerage account.
Mishandling such investments can not only trigger negative tax consequences but could land you in hot water with the IRS.
Simply put, investors require the help of international tax experts to be tax efficient and compliant with US tax obligations.
Our team of experts has seen it all – well, a lot. We have the knowledge and resources to help you invest wisely and safely.
Unfortunately, you don’t even need a make a mistake to end up fighting with the IRS. Sometimes, they make a mistake… but you might pay the price.
To best protect our clients, our Concierge Tax Service Tax Compliance Monitoring. Our clients sign a power of attorney that we submit to the IRS.As a result, the IRS is obligated to include Esquire Group on all correspondence.
This service is crucial for US citizens living abroad.
The IRS communicates with regular old snail mail. Even with mail forwarding services, it might take several months before you receive their letters.However, the IRS typically only gives taxpayers 30 days to respond before imposing penalties, fines, and other negative consequences.
Because of the power of attorney our Concierge Tax Service give us, the IRS must send copies of all correspondence to our office in Gilbert, Arizona, allowing us to inform you and act before any deadlines expire
Recently, our monitoring service protected a client from erroneous IRS claim. The IRS claimed our client hadn’t paid taxes they owed and threatened to impose penalties and interest. The thing was, they had paid their taxes, but the IRS couldn’t find the payment in their system. Our quick response prevented the IRS from imposing penalties and spared our client the stress and expense of needing to undo them.
Yes, Concierge Tax Service is about convenience – we aim to making filing taxes as painless as possible. But our favorite feedback to get is clients telling us that they feel protected.