With our Concierge Tax Service, the tax professionals at the Esquire Group will take a white-glove approach towards your tax preparation needs.

There is no shortage of firms out there offering tax preparation services that cater to individuals with an international aspect to their tax filings.

Some even offer so-called premium services. The only premium thing about most of them is the price tag.

Cheap or expensive, most tax professionals start acting like lazy middle school teachers once you fork over some cash.

Do you remember all those boring and endless worksheets?

If you go with somebody else, then you’ll probably relive that nightmare. Most firms start their relationship with a new client by handing them a big tax “workbook” and expect them to fill it out without any assistance.

These tax workbooks are time consuming, confusing, and worst of all… they’re virtually useless. They ask for all kind of irrelevant information.

We recognize that you have better things to do than answering pointless questions.

Tax Evaluation

The Esquire Advantage

We take a different approach.

We’ve been preparing taxes for over fifteen years. We know exactly what questions to ask you to gain a clear picture about your tax preparation needs.

Part of the Concierge Tax Service experience is receiving an accurate estimate about the price of the services you need. To do this, we need to get to know you before you become a Concierge Tax Service client.

Here is the Esquire advantage: we will personally ask you the important questions during a Tax Evaluation phone call.

No confusion.

No wasting time.

If you have any questions about your tax needs, we can answer them during the call.

We’ve streamlined our process to zero-in on your issues to understand exactly what services you need – nothing more, nothing less.

By the end of the call, our tax professionals will have a rock-solid foundation to make an accurate estimate about services you need.

The Tax Evaluation will help you understand what opportunities exist to legally reduce your tax bill. You’ll also learn about the reporting requirements that must be met to keep you in legal compliance.

Critically, you’ll get an accurate estimate about how much it will cost.

What to Expect

We want you to start feeling more relaxed and confident about your tax situation before you even jump on the phone with us.

We don’t need to see your bank account and financial statements. You don’t need to rummage through that shoebox full of important papers and receipts before your Tax Evaluation.

You already know the information we will be seeking. So, breathe easy.

During the Tax Evaluation we will ask about a few things like how you earn money, what assets you hold and where they are located, your citizenship and residency situation, and a few other things.

After the call, we will put together an estimate about the services you need.

Within just a few days, you will receive

  • A written summary of your Tax Evaluation
  • A detailed estimate of the price of the services you need
  • An explanation about why we believe you need the services included in the estimate

The Tax Evaluation is not a high pressure sales call – we won’t be trying to sell you anything.

We’re just trying to determine your tax needs so we can make an accurate estimate about how much it will cost to provide you with our services.

That’s it.

Take all the time you need to decide if becoming a Concierge Tax Service client is right for you.

Our Commitment To You

Our Concierge Tax Service has been designed to provide the most accurate estimate possible.

But even if you do not join the Esquire Group family, we want to make sure that you are in good hands.

If you decide that our estimate is not within your budget, then the Esquire Group will put you in contact with a trusted tax professional that is more likely within your means.

Jimmy Sexton, LL.M., Founder and CEO of the Esquire Group, has been part of the international tax community for nearly two decades. He has developed relationships with several other tax professionals and industry experts.

As part of the Tax Evaluation, we will help you find a trustworthy tax professional that is more likely within your budget if you decide that our Concierge Tax Service is not right for you.

Benefits of the Concierge Tax Services

Benefits of our industry-leading Concierge Tax Service include

  • White-glove treatment from an experienced team of international tax experts
  • Tax and financial reporting requirements filed accurately and on time
  • An efficient and hassle-free experience
  • Year-round access to a tax professional that understands your needs for Concierge Tax Service clients
  • Expert advice backed by decades of experience

We’re happy to make sure that you are in good hands but we really want you to become part of the Esquire Group family by becoming a Concierge Tax Service client.

If you find yourself in a cold sweat panic about your tax situation, just give us a call. We will help explain the situation and put your mind at ease.

Are you considering a new investment?

Concierge Tax Service clients can reach out to the tax professionals at Esquire Group at any time and learn how an investment might impact their tax situation.

You’ll have access to international tax experts with you every step you make when planning your financial affairs.

Relationships Matter

Every company says that they value your business. The Esquire Group will value yours… and we can actually prove it.  We don’t want you to feel lost in the shuffle.

The Esquire Group has a strict policy that limits our tax professionals to having just 80 clients. This is far below the industry standard.

Most firms require their tax preparers to handle as many clients as possible. It is common for one tax preparer to have hundreds of clients.

By limiting the number of clients, our tax professionals are intimately familiar with each client. They can recall details about a client’s tax needs without even opening their file.

Sure, we could make more money by having more clients. But eventually our service would not live up to our high standards.

We’re not willing to risk our reputation to earn some extra cash by providing less than top-notch service.

Qualifications

Before getting started, we need to make sure that you are the right fit for our services.

Our Concierge Tax Service caters to three distinct types of clients:

  • US citizens, green card holders, and residents who live in America that have income and/or assets outside of America
  • US citizens, green card holders, and residents who do not live in America (expats)
  • Non-US persons with income and/or assets in America

Finally, we cater to folks that understand the value in paying a little extra for a premium experience.

Transparency

The Esquire Group doesn’t nickel and dime. We don’t want anyone to have sticker-shock.

Here’s the truth: we are not cheap.

Our minimum fee is $2,500. Additional tax work is billed at $300 per hour.

If you get a thrill out of spending hours price-shopping to save a couple bucks on something you need to buy, then the Esquire Group is not a good fit for you.

But if you value your time and understand that sometimes it costs more to get things done right the first time and hassle-free, then we’re on the same page.

The Esquire Group caters to people that want filing their taxes to be as painless as possible.

A Deal From Esquire Group

We appreciate your decision to work with the Esquire Group and want you to know it.

If you purchase a Tax Evaluation for $297, this amount will be credited towards the $2,500 minimum fee associated with becoming a Concierge Tax Service client.

You can take a huge risk and scour the internet trying to learn this stuff and file your own taxes. You could shop around and hope you stumble into somebody that actually knows that they’re doing.

Or, you can purchase a Tax Evaluation and know that your taxes will be handled by a trustworthy tax professional… even if you do not become a Concierge Tax Service client.

What do you have to lose?

Either way, you will be in good hands.

Let’s Review

The process starts with a Tax Evaluation:

  • One-on-one conversation with a tax professional to discover your tax needs
  • No tax workbooks or confusing forms
  • $297 credited towards becoming a Concierge Tax Service client
  • Names and contact information of trustworthy tax professionals if becoming a Concierge Tax Service client is not right for you

Concierge Tax Service clients receive:

  • White-glove treatment from an experienced team of international tax experts
  • Tax and information reporting requirements filed accurately and on time
  • An efficient and hassle-free experience
  • Year-round access to a tax professional that understands your needs for Concierge Tax Service clients

What are you waiting for? Schedule an appointment today and start experiencing the benefits of the white-glove treatment offered by the Esquire Group.

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