Although the IRS offers numerous deductions, credits, and exclusions to expats, taking advantage of them is not straightforward.

Some exclusions vary by country, while others can only be claimed for a portion of the year. In addition, each requires supporting forms and worksheets, which can be more than cumbersome to prepare.

For people who are either planning a move or have already settled abroad, we offer the following tax services:

• U.S. Tax Returns - We prepare your U.S. income tax return, including the most common schedules and forms.
• State Tax Returns - Depending on which state you most recently lived in, you may need to file a state return.
• Small Business Tax Returns - We assist small business owners, self-employed individuals, or folks with significant rental property with their returns.
• Online Filing - When you're living in a foreign country, it's not practical to send forms and documents back and forth through the mail. Our highly secure, fully encrypted Client Portal enables the quick, free, and safe transfer of files between our office and yours.
• Foreign Bank Account Reporting - We file the FBAR form for individuals who had above a certain threshold in a foreign account.
• Compliance - It's not uncommon for expats to fall behind on their taxes. We help you sort through the paperwork, forms, and rules, and get you back in compliance with the IRS.
• Consulting - If you're unsure of your need to file federal or state tax returns, give us a call. We help you get clear on your situation.

These are the most common expat tax services we offer - but it's not our full list. Please contact us to discuss your needs if you don't see them reflected here.