Federal & state returns
Help with U.S. federal returns and applicable state filings, including the state-residency questions that can follow a move abroad.
Tax filing assistance
Your U.S. tax return, with your life abroad in mind.
Proposed filing support for Americans overseas, from federal and applicable state returns to freelance income and relevant foreign-account reporting.
Bring the pieces together
One situation.
Several filing considerations.
Freelance & LLC income
Review how your work and business income should be reported. Preparation scope depends on your entity’s tax treatment and your circumstances.
Foreign-account reporting
Identify relevant foreign financial-account and asset reporting, such as FBAR or Form 8938, when applicable. These have their own thresholds and rules.
Eligibility & coordination
Review relevant expat benefits and how they interact with your income, foreign taxes and state obligations. Advice requires a confirmed qualified preparer.
The proposed process
Clear steps from review to filing.
01
Initial review
Clarify your situation and the returns or reports you may need.
02
Secure collection
After engagement, use the confirmed secure method for documents.
03
Preparation
Your identified preparer prepares the agreed returns and reports.
04
Your approval
Review the work and approve it before submission.
05
Filing
File through the agreed process and retain confirmations.
Who will advise you and prepare your return?
The tax-advice and return-preparation arrangement is being finalized. Your provider’s identity, qualifications, engagement terms, secure collection method and fees will be confirmed before you proceed. Please do not send tax documents through the inquiry form.
Transparent scope
Filing is separately priced.
Tax-return preparation is priced separately from all monthly plans. We’ll confirm the scope and cost based on your filing needs.
Questions? Start here.
Make your U.S. setup work for your life abroad.
Built for Americans abroad. Start with a review of your situation.