Providing answers and quick turnaround.
Tax Services
Consultations
Whether you’ve filed US expat taxes 20 times or it’s your first year, you most likely have questions. If you’re not ready to do your taxes yet but need answers to your most burning questions, a consultation is the place to start. Book a 30 minute phone consultation to get started.
US Individual & State Tax Returns
If you’ve only got one source of income or you’re self-employed with investments, capital gains, five rentals, and a single-member LLC, I can complete your US individual tax return. I understand all of the necesary schedules and can guide you through the deductions and/or tax credits that might benefit you. More importantly, I understand the Foreign Earned Income Exclusion and the Foreign Tax Credit, and can help lower the possibility of double taxation (depending on the country in which you currently reside). In addition, I can complete any necessary state tax returns (except for NY).
FBAR Filing
While the FBAR (Foreign Bank Financial Account Report) is not technically a part of your individual federal tax return, I can file it for you at the same time as your return. If you are a US citizen who owns a foreign financial account that exceeded $10,000 at any point during the previous year, you must file the FBAR. The deadline is April 15th but you do have an automatic extension until October 15th.
Tax Services I Don’t Provide
I do not currently do corporate tax returns. This includes C-corporations, S-corporations, and partnerships. Please note that this may change in the future.
I can only legally complete your US federal and state tax returns. I cannot do the tax return for your country of residence. For example, if your country of residence is Spain, I cannot do your Spanish tax return (but I can refer you to a Spanish gestor).
I cannot currently do a NY state tax return (but this may change in the future).