这位客户需要处理海外自愿披露(SDOP) — 即补交多年税表与 FBAR、并撰写非故意声明。程序繁复、文件量大,他特别提到全程有清晰的分步指示、文件上传平台易用,以及每一步都有交代。
客户原文(英文)
Working with Luke was an outstanding experience from start to finish. From the very beginning, he was extremely thorough in his communication and always quick to respond to any questions I had. He made the entire process easy to understand by providing crystal clear, detailed, step-by-step instructions, so I always knew what to expect.
The document-sharing app he used was incredibly user-friendly, which made submitting multiple documents simple and easy. Throughout the process, Luke was transparent about every step, keeping me informed and explaining everything along the way. His professionalism, organization, and attention to detail gave me complete confidence, especially since my tax situation was fairly complicated.
I highly recommend Luke to anyone looking for a knowledgeable, responsive, and trustworthy tax professional.