An Interview with Jessica Legan, CPA and American Expatriate Tax Expert
Jessica Legan, a CPA and key member of the Greenback Expat Tax Services team, describes her background and her passion for helping customers with American expatriate tax questions and preparations. With two years of experience with the IRS, a genuine interest in the lives of the taxpayers she helps, and firsthand knowledge of livestock and agriculture taxation, Jessica provides exemplary American expatriate tax services for her customers.
As one customer remarked, “Jessica was very easy to work with. She responded quickly and let me know what she was working on and when to expect to review my tax returns. She made the process seem very easy and was wonderfully specific in exactly what documents I would need and how to get them to her.”
An Interview with Jessica Legan, CPA
Hi, this is Josh Huber with Greenback Expat Tax Services, and today I have with me Jessica Legan, one of our experts on staff to handle American expatriate tax returns. How are you doing, Jessica?
I’m doing good, Josh! Thanks for asking.
Great to hear it! So Jessica, part of your previous experience includes training to be a tax resolution specialist with the IRS. How do you think that has impacted your career moving forward?
I spent nearly two years with the IRS, working face-to-face with taxpayers with numerous types of issues. The student cooperative program gave me an opportunity to learn all the areas of the IRS, including travel, individual and business audits, and working through the volunteer program. Throughout my career, this has been the best experience I could have obtained, as it has applied to every job I’ve ever had. For the most part, I have an understanding of how the IRS works, and what information agents and representatives are looking for when they send a notice to a taxpayer.
That’s very interesting. It’s great that you got to see both sides. I’m sure it gives you a great perspective on things. Why are you specifically interested in expat taxes?
I enjoy working with expats because I enjoy the customers. They each have their own individual perspectives and activities, and I love hearing about their travels and what they do abroad. Each country has its own rules and its own impact on how residents will file their American expat taxes, so each return I prepare is a challenge.
Well, I’m sure that translates into quality returns for your customers. What aspects other than American expat tax returns would you call your specialty in taxation?
My husband and I, with our two kids, live in rural Indiana, where we have a small farm with all kinds of livestock, but particularly horses and cows. We use these horses and cows to produce and compete in a rodeo sport called team roping. I work with other competitors and producers to help maximize their deductions on their tax returns, as well as on our own. So I guess I would say my other specialty is the taxation of livestock and agriculture.
That’s very interesting. Well, Jessica, thanks so much for taking the time to introduce yourself to our customers. And to our viewers: if you have any questions about your taxes or need help with your preparations, Jessica is on hand to help. Thanks for watching!
Greenback offers resources and services to help you:
- Learn more about American expatriate tax requirements.
- Discover more ideas on how to limit your tax liability by following Expatriate Tax Return Savings Tips on our website or by talking to one of our expat tax experts.
- File amended tax returns and forms easily, accurately, and in a timely manner.
If you have any more questions about American expatriate taxes and their implications for you, or if you’d like to enlist our help in completing your returns, please contact us.