U.S. Federal and State Tax Preparation
Our expert tax preparers have years of experience to help you comply with IRS tax filing requirements and avoid unnecessary tax audits or penalties.
All U.S. citizens and Green Card-holders are required to file a U.S. Federal Income Tax Return every year — even if their income is below the annual Foreign Income Exclusion threshold. However, many expats don't file their taxes in good faith because their income is below the Foreign Income Exclusion amount. They are often unaware they are only able to claim the exclusion if they file. We can help by preparing fully compliant returns for you — while maximizing savings.
Our team of tax professionals are experienced American CPAs and/or federally licensed Enrolled Agents, working with expat professionals, digital nomads, educators, self-employed/small business owners, and anyone else living outside the United States with U.S. tax filing obligations.
Foreign Bank Account Reporting ("FBAR" / FinCEN Form 114)
U.S. taxpayers with a combined maximum balance of all foreign accounts — including bank, custodian, brokerage accounts, mutual funds, and trusts — exceeding $10,000 at any time during the tax year are required to file FinCEN Form 114 ("FBAR"). As non-compliance can result in severe consequences — including both civil and criminal penalties — it is extremely important to ensure full compliance and accurate reporting. We can assist in preparation of all required forms, as well as overall compliance review for FATCA legislation.
Filing Back Taxes / Streamlined Offshore Compliance Procedures
Haven't filed your taxes for many years and looking to get back on the grid? Our team of tax professionals can review your situation to test eligibility for Streamlined Offshore Compliance Procedures — a type of amnesty program to help those who may not have been aware of their U.S. tax filing obligation. Many of the amnesty programs previously available are no longer offered, and it is certainly possible that Streamlined filing will be discontinued at some point in the near future. We urge you to move forward as soon as possible. Whether you are interested in Streamlined Filing or simply looking to file one or two years of back taxes, we are here to help.
Foreign Corporation Reporting / Transition Tax (Form 5471)
Through FATCA and other recent changes, Form 5471 (Information Return of U.S. Persons with Respect to Certain Foreign Corporations) is getting more attention. We routinely help clients file the necessary forms to ensure compliance for their non-U.S. corporate holdings. We can also review your situation to determine potential tax obligations under Transition Tax rules (also called a "Toll Tax" or "Repatriation Tax") — you will want to be sure these forms are filed correctly, especially if filing for back years.
Tax Planning and Review
With our tax planning services, we will perform a thorough review of your situation to identify potential tax saving strategies. Through review of employment agreements, local pension/retirement accounts, and other documentation, we provide a clear and concise scenario summary that will show you how much you can potentially save in taxes.
Foreign Earned Income Exclusion / Foreign Tax Credit Calculations
The Foreign Earned Income Exclusion provides U.S. taxpayers living abroad with a certain amount of excluded income (increased each year for inflation) and Foreign Tax Credits to offset your U.S. tax burden. In practice, most U.S. taxpayers living abroad do not owe taxes to the U.S. — although a return must still be filed. Our tax professionals can help decide whether to go with the Foreign Income Exclusion or Foreign Tax Credits by providing a comparison between the two outcomes, with guidance on potential implications of each.
Tax Equalization and Hypothetical Tax ("Hypo Tax") Simulations
Tax equalization — a strategy used by employers to balance U.S. and local tax liabilities — is one of the most important concerns for Americans moving abroad and a key part of employment agreement negotiations. A U.S. expat could end up paying more tax than if employed back in the U.S. (especially in lower-tax jurisdictions like Singapore or Hong Kong). We run simulation analyses across multiple jurisdictions to calculate hypothetical tax exposure, delivered as a PDF report for personal reference and employment discussions.
Totalization Agreements
Totalization Agreements are formal agreements between the U.S. and other countries to avoid double-taxation of national pension or social security contributions for expatriate employees. Our tax consultants will review both your U.S. and local social security/pension obligations to ensure full compliance and avoid potential double-payment of contributions.
Why ExpatTax.com
Prompt. Affordable. Hassle-free.
Join the many thousands of happy—and now compliant—expats who have chosen Expat Tax for their U.S. tax filing needs.
Decades of Experience
20+ years working with expat taxpayers from all walks of life — in Hong Kong, China, Japan, SE Asia, and worldwide.
Personal Approach
Work directly with your professional tax preparer throughout the entire preparation process.
Great Support
Our Support Team is on hand to help with any questions or concerns — via email, phone, or Contact Form.
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