Optional Add-On: Tax Preparation
"We're here to help you navigate through the complexities of expat taxation and make sure you don't miss any important details that could result in penalties or costly financial mistakes."
Tax preparation for Americans living abroad can be especially complicated. Knowing the right forms to use and what they should look like is essential for accurate expat tax returns that are to your advantage. That's why we offer specialized tax preparation services that address these complexities, which can be especially helpful if you’re pursuing early retirement.
Our founder is an Enrolled Agent with the IRS as well as a Certified Financial Planner® and we also partner strategically with CPAs and international finance lawyers to help with expat tax preparation. We stay up-to-date on important tax code changes relevant to expats and have a fully digital preparation process that makes it easy to file.
Making the wrong tax move between accounts, countries, withdrawal strategies, or investment choices can be very costly over time. By working with a qualified professional, you can avoid penalties that start as high as $10,000 for failure to comply.
Schedule a free consultation so we can help you simplify your expat taxes and get your planning on track.