Expat Tax Preparation
Stay compliant abroad. Simplify your U.S. tax obligations.
Living or working outside the United States doesn’t exempt you from U.S. tax rules. In fact, expats often face even more complex requirements, from FBAR and FATCA filings to foreign tax credits and treaty benefits. Our CPA team specializes in guiding U.S. citizens abroad through every step — so you can avoid penalties, claim eligible benefits, and focus on life overseas with peace of mind.
Why Expat Tax Preparation Matters
Many U.S. citizens abroad underestimate their tax responsibilities. From reporting foreign bank accounts to declaring global income, failing to comply can result in significant penalties. On top of this, navigating foreign tax credits, exclusions, and treaty provisions requires expertise — and the rules change regularly.
We simplify expat tax compliance. Whether you’re a U.S. citizen working abroad, a dual resident, or someone with foreign investments, we prepare filings that protect you from double taxation while ensuring full compliance with IRS and international requirements.
What's Included
U.S. federal expat tax filings (Form 1040 + required schedules)
FBAR (FinCEN Form 114) and FATCA reporting
Foreign earned income exclusion & housing exclusion
Foreign tax credit optimization
Treaty-based guidance for income and investments
Support for dual-status returns and expatriation cases
We Help With
Double taxation risks between the U.S. and foreign jurisdictions
FBAR and FATCA compliance for foreign assets and accounts
Confusion around foreign earned income exclusion (FEIE) and credits
Missed reporting deadlines for global income
Complex tax treaties and residency rules
Explore More Tax Preparation Services
Expat tax compliance often intersects with other areas of preparation. Explore related services in our Tax Preparation category:
- Individual Tax Preparation — accurate filings and maximized deductions
- Corporate Tax Preparation — compliance and efficiency for corporations
- S-Corporation Tax Preparation — specialized support for S-corporations
- Partnership Tax Preparation — clear, compliant filings with accurate K-1s
- Estate & Trust Tax Preparation — filings that protect assets and meet IRS requirements
- State & Local Tax (SALT) Preparation — expertise in multi-state and local filings
FAQs: Expat Tax Preparation
A CPA helps you avoid overpaying taxes and build a strategy that supports your financial goals. Here’s what you need to know about tax filing, planning, and audit representation —whether you’re in New York or anywhere in the US.
Do U.S. citizens living abroad still need to file a U.S. tax return?
Yes. U.S. citizens and green card holders must report their worldwide income, regardless of where they live. Even if you already pay taxes in your country of residence, you still have to file a U.S. return. The good news is that tools like the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC) help reduce or eliminate double taxation.
What is FBAR, and when do I need to file it?
FBAR (Report of Foreign Bank and Financial Accounts) is required if you have more than $10,000 in foreign accounts (combined total) at any point during the year. This includes checking, savings, investment, or even joint accounts. Missing the deadline can trigger steep penalties — even if the oversight was unintentional. We help expats track and file these reports correctly.
How does FATCA reporting differ from FBAR?
FATCA (Foreign Account Tax Compliance Act) applies when your foreign assets exceed certain thresholds, which vary depending on whether you’re living in the U.S. or abroad. Unlike FBAR, FATCA is reported on IRS Form 8938 as part of your tax return. Many expats need to file both FBAR and FATCA. Our team ensures you meet all requirements without duplication.
Can expats really avoid double taxation?
In most cases, yes. By using the Foreign Tax Credit, treaty provisions, and the Foreign Earned Income Exclusion, you can offset taxes paid abroad against your U.S. liability. The key is proper planning and documentation. Without it, you risk either overpaying or underreporting — both of which can create costly issues later.
What if I haven’t filed U.S. tax returns for several years while living abroad?
You’re not alone. Many expats fall behind because they didn’t realize they still had obligations. The IRS offers programs like the Streamlined Filing Compliance Procedures, which allow you to catch up on filings without facing harsh penalties — provided you qualify. We guide you through this process step by step.
Do you also assist with expatriation (giving up U.S. citizenship)?
Yes. Expatriation comes with unique tax requirements, including an “exit tax” for certain high-net-worth individuals. Our CPAs help evaluate whether you’re subject to it, prepare the necessary filings, and structure the process to minimize exposure.
