US expat tax returns
Annual Form 1040, state filings, FEIE / FTC optimization.
Services
Preparation and compliance for US persons abroad.
U.S. citizens, green card holders, and certain long-term residents are taxed on their worldwide income regardless of where they live or work. In addition to filing Form 1040, most expats have foreign account reporting requirements under the Bank Secrecy Act (FBAR) and FATCA (Form 8938). If you have missed prior years, the IRS Streamlined Filing Compliance Procedures can help you catch up with reduced or eliminated penalties when your conduct was non-willful.
The four primary service areas below address the most frequent needs for U.S. persons abroad. These obligations often overlap in the same tax year, and the rules for thresholds, deadlines, forms, and coordination differ between them. Professional preparation ensures consistent positions across your tax return and information reports.
Determining whether you qualify for the Foreign Earned Income Exclusion or Foreign Tax Credit, calculating the correct FBAR high balances across multiple accounts, identifying which foreign assets trigger Form 8938, and screening for Streamlined relief all depend on specific facts about your residency, account values, and filing history. Common errors lead to notices or penalties that are often much larger than any underlying tax. A coordinated review by an experienced cross-border preparer prevents gaps and supports defensible filings.
Preparation services are provided through our partner firm. Use the contact form to discuss your situation and next steps.
Annual Form 1040, state filings, FEIE / FTC optimization.
Foreign account reporting to FinCEN.
IRS reporting for specified foreign assets.
Multi-year catch-up for eligible expats.