US Expat Tax Advisor
The expensive expat tax decisions
are usually made before the return is filed.
A US expat tax advisor helps you work out what to do before the forms are prepared — which tax treatment fits, what foreign assets need reporting, how a move changes the numbers, and whether something in your situation needs fixing now rather than next April.
Start with a 45-minute Expat Tax Position Review for $195. You get the call with your figures open and a written summary afterward. The fee is credited in full against an eligible package booked within 60 days.
$195 · credited back
WHEN ADVICE MATTERS
Three points where a review changes the answer
01
Before you make an international move
The date you leave, arrive, change countries or begin a new overseas contract can affect the tax position for that year. A review before the move can identify the dates, elections and state-residency questions that need attention while you can still do something about them.
02
When the tax treatment is not obvious
Foreign Earned Income Exclusion or foreign tax credit? Does a foreign pension need reporting? Does that overseas account belong on the FBAR, Form 8938, or both? What happens if you become self-employed abroad? These are questions where the answer depends on your actual facts, not a generic expat checklist.
03
When something changed this year
A new employer, business, country, bank account, investment, property or source of income can change a return that was straightforward last year. That is the point to review the position — before automatically repeating the same filing approach.
SCOPE OF THE REVIEW
Where advice usually matters
Your situation
What I review
Moving to or from another country
Dates, qualifying periods, state position and filing consequences
Foreign salary or compensation
FEIE, foreign tax credit and housing considerations
Foreign bank or investment accounts
FBAR, FATCA and other reporting questions
Self-employment abroad
US reporting and self-employment tax position
Foreign business interests
Whether additional US information reporting may apply
Several unfiled years
Whether the Streamlined route fits before anything is filed
Major change from last year
Which elections, forms or deadlines changed with it