U.S. Expat Tax Preparation

Who Benefits Most from Our Service?

Our tailored services are designed for a variety of U.S. citizens living abroad.

  • Digital Nomads & Remote Workers
  • U.S. Citizens Married to Non-U.S. Persons
  • Expats with Foreign Investments
  • Expat Business Owners & Entrepreneurs
  • Individuals with Foreign Rental Properties
  • Dual Citizens Living Abroads

Our Streamlined Expat Tax Preparation Process

01.
Initial Consultation & Scope Definition

We begin with a thorough discussion to understand your unique expat situation, income sources, and filing history.

02.
Secure Document Collection

Utilize our secure client portal to easily submit all necessary financial documents and information.

03.
Expert Preparation & Review

Our specialists meticulously prepare your U.S. tax return, applying all relevant exclusions and credits.

04.
Final Review & E-filing

You review the prepared returns, and upon approval, we securely e-file your federal and state (if applicable) taxes.

05.
Ongoing Support & Advisory

Receive continued support for any post-filing questions or future tax planning needs.

01.
Initial Consultation & Scope Definition

We begin with a thorough discussion to understand your unique expat situation, income sources, and filing history.

02.
Secure Document Collection

Utilize our secure client portal to easily submit all necessary financial documents and information.

03.
Expert Preparation & Review

Our specialists meticulously prepare your U.S. tax return, applying all relevant exclusions and credits.

04.
Final Review & E-filing

You review the prepared returns, and upon approval, we securely e-file your federal and state (if applicable) taxes.

05.
Ongoing Support & Advisory

Receive continued support for any post-filing questions or future tax planning needs.

Ensuring Ironclad Compliance &
Peace of Mind

Our meticulous approach goes beyond basic filing. We specialize in navigating the intricate nuances of U.S. tax laws for expats, ensuring every form is correctly filed and every regulation is met. Our commitment to compliance means you can trust that your tax affairs are in expert hands.

  • FBAR (Foreign Bank and Financial Accounts Report) filing assistance
  • FATCA (Foreign Account Tax Compliance Act) compliance
  • Foreign Earned Income Exclusion (FEIE) analysis
  • Foreign Tax Credit (FTC) optimization
  • Streamlined Filing Procedures guidance
  • Form 8621 (PFIC) and Form 5471 (Foreign Corporation) expertise

What Our Clients Say

David Ferry,
David Ferry,
Director at Chobham Manor
"Patience. Infinite patience. No shortcuts. Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Even if the client is being careless. The best part...always solving problems with great original ideas!."
Amalia Bruno,
Amalia Bruno,
Director at Spoity
"Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Patience. Infinite patience. No shortcuts. Even if the client is being careless. The best part...always solving problems with great original ideas!."
David Ferry,
David Ferry,
Director at Chobham Manor
"Patience. Infinite patience. No shortcuts. Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Even if the client is being careless. The best part...always solving problems with great original ideas!."
Amalia Bruno,
Amalia Bruno,
Director at Spoity
"Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Patience. Infinite patience. No shortcuts. Even if the client is being careless. The best part...always solving problems with great original ideas!."
Ready for Stress-Free Expat Tax Preparation?

Contact our expert team today to discuss your unique situation and secure your compliance.

Get a Personalized Consultation
+1- 650-898-2100
info@cpafirm.com

Expat tax expertise, worldwide. Simplifying complexity, so your global finances work effortlessly.

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