Expat Tax Services
From straightforward annual returns to complex catch-up filings, I provide the personalized guidance you need to stay compliant with U.S. tax obligations while living abroad.
Individual Tax Returns
Complete federal tax return preparation with all required forms for foreign income reporting, credits, and exclusions.
- ✓Form 1040 preparation
- ✓Foreign Earned Income Exclusion (Form 2555)
- ✓Foreign Tax Credit (Form 1116)
- ✓Schedule C for self-employed expats
FBAR Filing
Report your foreign bank accounts with FinCEN Form 114. Required if your foreign accounts exceed $10,000 at any point during the year.
- ✓FinCEN Form 114 preparation
- ✓Account aggregation calculation
- ✓Multi-year catch-up filing
- ✓Compliance review
FATCA Compliance
Form 8938 preparation for reporting specified foreign financial assets to the IRS. Required for expats with assets above threshold.
- ✓Form 8938 preparation
- ✓Asset valuation guidance
- ✓Threshold determination
- ✓Coordination with FBAR
Streamlined Filing Procedures
Haven't filed in years? The IRS Streamlined program lets you catch up without penalties if your non-compliance was non-willful.
- ✓3 years of back tax returns
- ✓6 years of FBARs
- ✓No penalties (foreign track)
- ✓Form 14653 certification
Additional Services
Foreign Tax Credit Optimization
Strategic planning to maximize foreign tax credits and minimize double taxation across multiple years.
FEIE Planning
Analysis of whether the Foreign Earned Income Exclusion or Foreign Tax Credit saves you more.
State Tax Guidance
Navigate ongoing state tax obligations while living abroad. Some states never let go.
Not Sure What You Need?
Every expat situation is different. Let's have a quick conversation to understand your needs and determine the best path forward.
Schedule a Free Consultation