How to Choose the Right U.S. Expat Tax Professional

Choosing the right tax professional is one of the most important financial decisions for U.S. expats. With hundreds of online services available, how do you find one that truly understands your unique situation?

1. Verify Expat Tax Experience

Expat taxation involves foreign income, housing exclusions, and multiple jurisdictions. Always ensure your preparer has specific experience with U.S. expat clients.

2. Ask About Credentials

Look for Certified Public Accountants (CPAs) or Enrolled Agents (EAs) who are authorized to represent clients before the IRS.

3. Ensure Secure Communication

Since personal financial documents are exchanged online, your tax preparer should use secure portals (like Karbon or Canopy) for file sharing and client communication.

4. Understand Their Process & Pricing

Ask for transparency about how your returns are prepared, reviewed, and submitted. A reputable firm will outline its process clearly, not hide fees.

5. Look for Ongoing Support

A good expat tax partner provides guidance beyond filing season — helping you plan for next year, track deadlines, and stay compliant.

When you partner with a specialized expat tax team, you gain not just accuracy but confidence that your taxes are in expert hands.