Expat Solutions
When moving abroad as a U.S. citizen or permanent resident, there are several tax considerations that require special attention
Features
What You Can Expect
From foreign income reporting to tax treaty considerations, we help Americans abroad understand and meet their U.S. tax obligations.
Situation Analysis
We’ll go over all necessary details
and tailor the best plan possible.
FEIE and FBAR Review
A focused review of foreign income
reporting and account disclosures.
Simple pricing
Competitive Pricing
Whether you’re interested in a consult meeting or ready to get started – we have both
Initial Meeting
Lets meet to understand how we can help
FREE CONSULTATION
$0
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Video meeting and discussion
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Free quote and follow up
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Free access to blog postings
Expat Compliance Package
Starting at
$595 USD
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Unlimited access to DocuTrakerTM app
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Video meeting and unlimited email support
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Complete federal and state tax filings
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5472 filings included
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Billed after satisfactory completion
Pricing is subject to project complexity and additional services requested
Considerations Specific to Expats
From start to finish, there are many steps and requirements to consider.
Double Taxation Risk
The potential for being taxed twice, both by the U.S. and their host country, can usually be offset by:
Foreign Earned Income Exclusion (FEIE) – Exclude up to $126,500 (adjusted for inflation annually) with Form 2555.
Foreign Tax Credit (FTC) – Offset U.S. tax liability with foreign taxes paid using Form 1116.
Tax Treaties – Can reduce or eliminate certain taxes (e.g., on pensions, dividends, royalties).
Foreign Bank Account Reporting (FBAR)
FinCEN Form 114 must be filed if your aggregate foreign account balance exceeds $10,000 at any time during the year.
Separate from your tax return.
Huge penalties for failing to file (civil: up to $10,000 per violation; willful: greater of $100,000 or 50% of the account balance).
Foreign Account Tax Compliance Act (FATCA)
Form 8938 must be filed with your tax return if you have specified foreign financial assets over certain thresholds (e.g., $200,000+ for single filers abroad).
Similar to FBAR, but broader in scope (includes investments, foreign pensions, trusts).
Self-Employed and Medicare Taxes
U.S. self-employed expats may still owe self-employment tax (~15.3%) unless protected by a totalization agreement with their host country.
State Tax Obligations
Some states (e.g., California, New York, Massachusetts) are aggressive about taxing former residents unless you sever ties.
Roles of a CPA
Determines if you need to report foreign financial assets by filing FBAR, FATCA, or Form 8621 to avoid hefty penalties for noncompliance.
Advises on tax consequences of dual citizenship, owning foreign businesses, selling foreign property, or receiving foreign pensions.
Provides strategic tax planning to maximize credits, avoid double taxation, and minimize liability.
Testimonials
Read what others have to say about their experience
30 Minute Consultation
They were very knowledgeable about the topic and gave me great guidance for resolving this complicated tax situation with the IRS.
Expat Taxes
They have a very deep knowledge that was particularly valuable when filing my ex-pat taxes and was able to provide great advice for corporate filings as well. I highly recommend him and look forward to working with him again in the future.
Expat Taxes
I’m truly amazed at how professional, organized, and clear everything has been—this has been by far the smoothest tax process I’ve encountered.
