We will provide you with a brief questionnaire which essentially covers subjects such as the following:

• Your eligibility to claim the overseas foreign earned income exclusion
• Types and amount of foreign taxes that may be claimed to reduce your tax liability and avoid your payment of double taxes
• Personal and dependents exemption for which you are eligible to claim
• Taxable types of income such as interest, dividends, pensions, capital gains, rental income, etc
• Credits allowed for (IRA) Individual Retirement Account contributions and credits that you may be allowed for other items

We have taken care to simplify the information to be reported in our questionnaire by including provisions for you to provide us with copies of documents pertaining to income tax that have been sent to you by financial institutions such as banks, stock brokers, etc. We realize that these documents may in some cases be rather technical since they have advised they be reviewed by your income tax advisor. In addition, we find that utilizing fax and e-mail, information may be quickly and effectively exchanged between us. These types of communications serves to save you time and effort in providing information since the time frame for transmitting the communication is not fixed.

In most cases we are able to prepare your tax return based solely on these information sheets and supplemental documents. When circumstances dictate or upon your request, we may arrange a meeting at our office to further review your tax matters.