10 Costly U.S. Expat Tax Mistakes to Avoid
- When expats may still need to file, even with no U.S. tax due
- Why state tax obligations don’t always disappear when you move abroad.
- What the FBAR and Form 8938 are — and when they may apply.
- Why common DIY tools often don’t include key expat forms
- How to avoid overpaying for basic returns
Our tax filing service for expats is fast, friendly and we keep our fees low.
Our fee to prepare your Federal tax return is lower than most of our competitors because we are more selective about the clients we work with.
Our clients have relatively straight forward tax profiles that do not require a lot of expensive and time consuming consultation.
Many expat tax firms offer flat fees, but they tend to be higher than ours because they have to factor in working with clients that have very complicated tax needs. We avoid those clients and we pass the savings on to you.
Who we work with (and who we don't!)
Our clients typically fall into the following categories:
- Educators working in international schools
- Employees of non profits posted overseas
- Retirees
- Digital Nomads (with FORM 1099-NEC)
We cannot help with the following:
- Self-employment income
- Deferred employee compensation e.g. stock options, restricted stock units, deferred bonus
- Income from foreign (non US) investments eg foreign mutual funds, foreign partnerships, foreign trusts or foreign profit sharing plans
- Receipt of a gift or inheritance from a foreign person of more than $100,000
- Income from a foreign (non US) pension
- Sale of foreign (non US) assets
- Self invested personal pension
Expertise
Our team has over 50 years experience preparing expat tax returns.
We pride ourselves on preparing taxes for expats just like you. We’ll quickly assess your situation to ensure your filing is completed, securely and optimized for the best tax result. Always with a focus on what matters most: getting your taxes filed on time, accurately and efficiently!
Member of the East Asia Regional Council of Schools
Admitted to practice before the IRS
Authorized IRS e-file provider
Member of the Educational Collaborative for International Schools
Who we work with
International Schools & Colleges
Nonprofit Organizations
Medical & Research Organizations
Charitible Organizations
International Aid & Development
Government Organizations
We also work with digital nomads working with US companies
(receiving FORM 1099-NEC)
We have been helping US expats file their taxes for decades.
Our simple process
01
Gather YOUR INFO
We ditched the traditional method of having you fill out tedious pdf questionnaires and then the endless back and forth collecting documents. Instead, our simple app guides you through what we need in around twenty minutes.
You can relax knowing that our bank grade data security means we’ll never be collecting your sensitive info over email.
02
meet
We will review your information and schedule a web meeting with your expert CPA or IRS enrolled agent to discuss your return and answer any questions you might have. Our clients love the personal touch they get with our team and tell us it is a big part of the reason they keep using our service year after year.
03
REVIEW & E-FILE
We only ask you to pay when your tax return is ready for you to review. When you have approved your tax return it will be e-filed and the IRS acknowledgement will be sent out to you.
Smile! you are done for another year.
