The Firm

About David Malone, CPA

A licensed CPA focused on U.S. tax compliance for Americans living abroad and foreign nationals — with decades of experience and direct access to the person doing your work.

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Licensed CPA
International Tax
QuickBooks ProAdvisor

David Malone, CPA

Certified Public Accountant · David Malone, CPA, PLLC

I founded David Malone, CPA, PLLC to provide the kind of focused, expert tax service that large firms rarely deliver to individual clients — direct access to the CPA actually doing your work, without call centers, without account managers, and without being handed off to junior staff every tax season.

My practice has evolved to focus on the intersection of U.S. tax law and the increasingly international lives of my clients. I work with Americans who have moved abroad for work, retirement, or life — and who still carry a U.S. filing obligation that doesn't disappear when they cross the border. I also work with foreign nationals who own U.S. property, have U.S.-source income, or otherwise find themselves in the reach of the U.S. tax system.

Expat and international tax returns involve forms, rules, and disclosure requirements that most general practitioners rarely encounter. The Foreign Earned Income Exclusion, FBAR filings, FATCA reporting, treaty positions, and Streamlined compliance procedures are the work I do every day — not an occasional exception to a domestic practice.

Experience & Background

With decades of experience in tax, accounting systems, and multi-entity structures, I understand how your books, banking, and tax filings work together. That perspective helps identify issues early and keeps your tax situation well-managed over time.

In addition to expat and international tax work, I continue to serve small businesses and individual clients in the U.S. who need reliable tax preparation, QuickBooks-based bookkeeping, and year-round accounting support.

How I Work with Clients

Most of my client relationships are conducted entirely by phone, video call, and secure document sharing — which means geography is never an obstacle. Whether you're in Dallas, Dubai, London, or Singapore, the process is the same: a consultation to understand your situation, a clear engagement letter, and accurate returns filed on time.

I keep my practice intentionally focused so I can maintain the depth and attention each client deserves. If I take on your work, it gets my full attention — not someone else's.

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How I Work

What You Can Expect

One Point of Contact

You work directly with me — not a rotating roster of staff or account managers. I learn your situation and stay with you year over year.

Accuracy & Compliance First

I do not cut corners on disclosure requirements. The FBAR, FATCA, and foreign reporting forms are as important as the return itself.

Clear Communication

I explain what I'm filing, why it matters, and what it means for your situation — in plain language, not tax jargon.

The Process

How We Work Together

My onboarding process is designed to be straightforward — even when the tax situation isn't.

Start with a Free Consultation
  1. 01
    Free Initial ConsultationWe discuss your situation — where you live, what income you have, what's been filed before, and what you need. No obligation, no fee.
  2. 02
    Engagement Letter & Fee AgreementI provide a clear fee estimate and scope of work. We formalize the relationship with a written engagement letter before any work begins.
  3. 03
    Document CollectionI send a tailored document request list. You upload securely — I handle the rest. No confusing checklists.
  4. 04
    Preparation & ReviewI prepare your return and all required disclosures, then walk you through the results before filing.
  5. 05
    Filing & Ongoing SupportReturns are filed electronically. I remain available for questions year-round and can assist with any IRS correspondence.
Get Started

Let's Talk About Your Tax Situation

The first step is a free one-hour consultation. No commitment, no sales pitch — just a straightforward conversation about what you need.

Book Your Free Consultation