DIY tax software
However, if your situation is not cookie cutter and you need to add complex information (like expat taxation), it can become frustrating to navigate through their standardized menus. Knowing the right forms to use and what they should look like is essential for accurate expat tax return preparation.
Simplifying expat taxes:
Two countries, one team with one strategy
Tax preparation services designed to address the complexities of
Americans living abroad and those pursuing early retirement.
Tax preparer and Investment planner on the same team
Up-to-date on important issues relevant to Expats
Fully digital preparation process to make it simple
U.S.-based Enrolled Agents and CPAs with vast experience in Expat tax preparation
The tax code is massive. There is no way for a CPA or EA to be an expert in all aspects of taxation. We all choose to focus and our focus is you, an American expat!
It is important that you work with a qualified professional that knows how to navigate the tax laws that are most relevant to your situation.
Schedule a free consultation today
One piece of advice can sometimes pay for years of financial planning services. IRS imposes some penalties starting at $10,000 for failure to comply with certain tax reporting.
Making the wrong tax move between accounts, countries, withdrawal strategy or investment choices can actually cost you tens of thousands of dollars over and much more in loss opportunity cost.