Congratulations on making the decision to focus and organize your financial world with our Premier Tax CFO service!

Step 1

Review and Approve Service Agreement

First, download and review PDF of Service Agreement.

You will need to print the Service Agreement then sign and date it where indicated. You may deliver a copy of all pages of your signed agreement to us in one of these ways:

Email to us via secure email encryption service or Fax all pages to: 714-459-7020.

Step 2

Complete Payment

Our payment methods are designed to be quick, easy, and safe and secure.

We accept the following credit cards:

• Visa
• Mastercard
• American Express
• Discover

After authorizing the set-up fee, please return to this page to select your Services Option.

To complete your order, you will need to return to the Shopping Cart and select “Check Out”

You will need to provide your name, billing address, email address and credit card information to complete the transaction.

Here is a checklist to make sure your order is complete:
• You authorized the Set Up fee and it is showing in your Shopping Cart
• You selected Check Out on the Shopping Cart page and provided name, credit card information, billing address and email address.
• You selected Submit Order to complete your Check Out.
• Don’t forget to return your completed Service Agreement to us by email, fax or hard copy delivery.

When we have confirmed the receipt of these items, we will activate your account and send you your Start Up kit.

If you do not like purchasing items online, you may fax the Service Agreement & Credit Card Authorization form to us to activate your account.

If you have any problems or questions: Contact Us

Step 3

Working with us

We understand the increased complexity that goes along with living and working overseas. Our Premier Tax CFO has been designed to utilize the best technology and Internet delivery methods to keep things simple for you.

As you get started, your Premier Tax CFO is going to ask you for a great deal of information. To make sure that you get off to a solid start, make sure you review and complete all the details in your Start-Up Kit. Here’s a brief summary of what we want to accomplish with you over the first 60-90 days:

• Receive and complete your Premier Tax CFO Start Up Kit.

• Provide us with COPIES of your Questionnaire and Two-years' Tax Returns via the delivery method of your choice.

• If you sign up during tax season, your current year's Tax Organizer will be sent to you.

• Complete and return your Tax Organizer with COPIES of your supporting documentation via the delivery method of your choice. Your return will be processed and you will be instructed on its proper filing.

• After receiving your completed Questionnaire, your On-Line Financial World Portal and Critical Documents Vault will be activated and we will contact you to set a convenient time for you to meet your Premier Tax CFO via a conference call and web log-in. Your information will be reviewed carefully with you and any adjustments to your information will be made.

• We will set up a convenient time for you to receive special training on the features of your personalized Financial World Portal and Critical Documents Storage Vault. You will learn how your financial world can be set up to update your various accounts values nightly.

• Work with your Premier Tax CFO to optimize and analyze your financial world. Update your strategies on an annual or life-changes basis, keeping communication lines open throughout the year. Consultations can be scheduled at any time upon request.

We will provide you with newsworthy updates and information that will help you continue to make smart, informed decisions about your financial world.