Experienced & Committed Expatriate Tax Professionals
The mission of Overseas Tax Associates (OTA) is to provide timely and quality tax services to US individuals living and working abroad. We accomplish this mission every day by the use of technology, experience and tax expertise to ensure that our clients receive the highest quality of service.
Overseas Tax Associates
We offer a wide variety of services to expatriates
About Our Company
Overseas Tax Associates was started in 1997 Richard A. Garcia, a Florida Certified Public Accountant. Prior to starting OTA, Richard had worked with Ernst & Young LLP for over 9 years in both the Miami and Mexico City offices.
Since Leaving Ernst & Young, Richard Garcia has assisted thousands of expatriates in filing their federal and state income US tax returns using his 30+ years of experience, latest technology and attention to his clients’ individual needs.
We have a proven track record and look forward to working with you soon!
“While living and working in Mexico City, I was able to experience first-hand the challenges that face an American living overseas. I designed my firm to address these challenges by responding to my client’s tax needs with timely and accurate advice.”
We Offer Superior Tax Services
We strive to provide our clients with the highest value for fees charged. Our fees are directly related to the difficulty of our client’s tax returns. Factors that influence the complexity of our client’s tax returns include location of overseas assignment, location country taxes, currency fluctuations, amount and type of personal investments, state tax filings etc.
Schedule a Free Virtual Consultation
Take the next step and book a date for a free consultation on our calendar scheduling system (below). Taking care of your expatriate taxes can be stressful, complicated, and tiring. Let us show you what we can do for you!
*Times And Dates Are Eastern Standard Time (EST)*
I wish I had contacted Richard earlier in my life. Like most people I assumed I understand my taxes and my financial decisions were sound. Once I hired Richard and reviewed my first few returns, only then did I realize how little I knew. Even if you are not working overseas where things get so very complicated, it's worth seeking his advice and services. I can not recommend Richard enough, you will not regret it. I can honestly say my financial health has been vastly improved thanks to a combination of my labour and Richard's excellent counseling on my tax returns and tax related decisions. Without him, my finances would not be in such a healthy state.
Richard was great! I had a significant change in my life that resulted in some fear in doing my Taxes this year. Richard was very accommodating and helpful. He addressed all my concerns and warned me about some other tax situations that I was unaware of and which could have costs me significantly. Highly recommend Richard and I will continue to use him in the future.
Positive: Professionalism, Quality, Responsiveness, Value I´m an expat in Mexico with a complex taxing situation because of the nature of my work. Richard did a fantastic job with an excellent outcome. He is extremely professional, very responsive and a true expert managing expat taxation. I´m very satisfied and will continue using services next year.
The US Treasury has extended the April 15th filing and payment deadline to July 15th. This applies to individuals and corporate taxpayers. Individuals can defer up to $1,000,000 and corporations $10,000,000. This deferral only applies to income and self-employment taxes and can be applied to 2020 estimated tax payments. Currently, the payment extension is only […]
IR-2019-151, September 6, 2019 WASHINGTON — The Internal Revenue Service today announced new procedures that will enable certain individuals who relinquished their U.S. citizenship to come into compliance with their U.S. tax and filing obligations and receive relief for back taxes. The Relief Procedures for Certain Former Citizens apply only to individuals who have not […]