What We Handle
Expat Tax Services
Every filing, every form, handled by specialist CPAs.
Standard Expat Tax Return
Federal Form 1040 with Form 2555 (FEIE) and/or Form 1116 (Foreign Tax Credit). State return as needed. Full treaty analysis. Most expats reduce U.S. tax owed to zero or near-zero.
Streamlined Foreign Offshore Procedures
For expats who fell behind on U.S. filings. Three years of tax returns and six years of FBARs filed together under Streamlined. Zero penalties for qualifying non-willful cases.
Self-Employed Expat Strategy
For freelancers, consultants, and business owners abroad. Totalization agreement analysis, Schedule C and foreign tax coordination, SE tax minimization, and entity structuring advice.
High-Earner Expat Planning
For expats earning above FEIE limits ($132,900 and up). Foreign Housing Exclusion stacking, strategic treaty elections, and year-end planning to optimize U.S. tax exposure.
For your year of departure or return. Part-year resident, part-year non-resident. Dual-status calculation done correctly, avoiding common expensive mistakes.
State Tax Residency Analysis
For expats whose former state (CA, NY, WA) is still sending notices. Domicile analysis, sever-of-ties documentation, and response strategy.