Specialized U.S. tax preparation for Americans living abroad, foreign nationals with U.S. obligations, and domestic individuals and small businesses.
The U.S. taxes citizens and permanent residents on worldwide income — no matter where they live. I prepare accurate, compliant federal returns and help you take advantage of every exclusion and credit available to your situation.
Whether you've been living abroad for decades or just moved overseas, I can handle your return and make sure all required disclosures are filed.
Expat returns are quoted individually after a consultation. Complexity varies significantly based on your income sources, accounts, and foreign country of residence. Contact me for a fee estimate.
Your return may include some or all of the following, depending on your situation:
Every situation is different. A consultation will identify exactly which forms apply to you.
Claim up to $126,500 (2024) of foreign earned income exclusion on Form 2555 if you meet the Bona Fide Residence or Physical Presence Test.
Receive a dollar-for-dollar credit on Form 1116 for income taxes paid to a foreign government — often eliminating your U.S. tax liability entirely.
Exclude or deduct qualifying housing costs above a base amount to further reduce your U.S. taxable income while living abroad.
Freelancers, contractors, and business owners abroad have additional complexity — self-employment tax, FEIE interaction, and possible foreign corporation reporting.
Foreign pensions, IRAs, brokerage accounts, and other investment income all have specific U.S. reporting rules that must be handled correctly.
Some U.S. states continue to tax former residents living abroad. I can assess your state filing obligations and advise on domicile planning.
If you are not a U.S. citizen or Green Card holder but have U.S.-source income, own U.S. real estate, or have a U.S. business presence, you may have a U.S. tax filing requirement.
I prepare Form 1040-NR returns, assist with ITIN applications, and advise on treaty positions that may reduce your U.S. tax liability.
1040-NR returns and ITIN applications are priced based on income complexity and treaty analysis required. Schedule a consultation for a fee estimate.
The U.S. has income tax treaties with 60+ countries. I analyze whether treaty provisions apply to your situation and prepare the required disclosures.
The U.S. tax return for nonresident aliens. Required if you have U.S.-source income, operate a U.S. business, or are subject to U.S. withholding on certain payments.
If you don't have a Social Security Number, you'll need an ITIN to file a U.S. return or claim treaty benefits. I assist with the W-7 application and required documentation.
Foreign nationals who own U.S. real estate must report rental income on Form 1040-NR. An election to treat net rental income may significantly reduce U.S. tax.
When a foreign national sells U.S. real estate, FIRPTA requires 15% withholding on the gross sales price. I can help apply for a withholding certificate and file the required return.
U.S. income tax treaties can reduce or eliminate withholding on dividends, interest, and royalties, or exempt certain income from U.S. tax entirely. Proper disclosure is required.
Determining whether you are a U.S. resident or nonresident — or a dual-status taxpayer — in a given year is complex and affects which return you must file.
Foreign account and asset reporting requirements are among the most frequently overlooked obligations for Americans abroad — and the penalties for non-compliance are severe. I ensure all required disclosures are filed accurately and on time.
Required if you had a financial interest in or signature authority over foreign financial accounts with an aggregate value exceeding $10,000 at any point during the year. Filed separately from your tax return.
Filed with your tax return if you have foreign financial assets exceeding thresholds ($200,000/$300,000 for single expats; $400,000/$600,000 for married filing jointly).
Owning a foreign corporation or partnership triggers additional reporting requirements that many expats are unaware of.
Receiving a gift or inheritance from a foreign person, or being a beneficiary of a foreign trust, may trigger U.S. reporting requirements.
Many Americans abroad are unaware of their U.S. filing obligations for years. The IRS offers special programs that allow eligible taxpayers to come into compliance with reduced or eliminated penalties — but these programs require careful handling.
Designed for U.S. citizens and Green Card holders who live outside the U.S. and non-willfully failed to file.
For U.S.-based taxpayers who non-willfully failed to report foreign income or file required disclosures.
For taxpayers who failed to file FBARs but have no unreported income and are not under IRS examination.
Important: These programs are not available to taxpayers already under IRS examination or investigation. Acting promptly matters.
Eligibility depends on your specific facts and circumstances. I can help assess which program applies to you and handle the preparation and submission of all required filings.
Schedule a ConsultationFor U.S.-based individuals and small businesses, I provide accurate federal and state tax preparation with year-round support.
Accurate preparation of federal and state individual income tax returns. Most individual returns start around $400–$600, depending on complexity.
Preparation of S corporation (Form 1120-S), partnership (Form 1065), and C corporation (Form 1120) returns. Most business returns start around $1,000.
Ongoing support with estimated tax payments, tax projections, and questions throughout the year. Often bundled with accounting services starting around $650/month.
Ongoing bookkeeping, account reconciliation, and financial reporting each month. Starting around $650/month.
Periodic bookkeeping for lower-volume businesses. Quarterly services from $450/quarter; semi-annual from $500/cycle.
Professional QBO setup (from $500), diagnostic review (from $600), and full cleanup (from $1,200).
Combined bookkeeping and annual tax filing in one package. Starting around $650/month for smaller businesses.