Full Tax Compliance for U.S. Expats & Nomads
As a U.S. citizen or Green Card holder, you are required to file U.S. tax returns regardless of where you live. Expats and digital nomads must comply with IRS rules — including income exclusions, foreign tax credits, foreign account reports, and asset disclosure filings.
How would you like to proceed?
Overview
Our U.S. Expat Compliance Package ensures full compliance while helping you legally reduce or eliminate your U.S. tax burden.
Work with our team, to ensure your Tax Returns are handled properly!
Who Benefits from this Compliance Package?
U.S. Citizens & Green Card Holders Abroad
Individuals who must file Form 1040 and report foreign income.
Remote Workers & Digital Nomads
U.S. taxpayers who work remotely while traveling between countries.
Expats with Foreign Income & Investments
Those earning wages, dividends, or rental income from foreign sources.
U.S. Entrepreneurs with Overseas Businesses
Business owners managing foreign corporations, LLCs, or partnerships.
Why Choose Ongoing Compliance?
- Legally Reduce or Eliminate U.S. Taxes: Maximize the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC).
- Avoid IRS Penalties for Late or Incorrect Filings: Stay compliant with your Form 1040, foreign account reports, and asset disclosures.
- Optimize Tax Benefits for Digital Nomads & Expats: Use residency-based strategies to avoid unnecessary double taxation.
- Comprehensive Support for Foreign Businesses & Investments: Ensure compliance with foreign bank accounts, corporations, and assets.
Client Scenarios: How This Package Helps
Scenario 1: Digital Nomad Using FEIE
A U.S. citizen travels between Thailand, Mexico, and Portugal while working remotely. Solution: We apply FEIE to exclude up to $120,000+ of foreign income from U.S. taxation.
Scenario 2: U.S. Expat Employed by a Foreign Company
A U.S. taxpayer works for a German company and pays local taxes in Germany. Solution: We apply the Foreign Tax Credit (FTC) to eliminate double taxation.
Scenario 3: Expat with Foreign Bank Accounts & Investments
A U.S. citizen owns foreign real estate and an offshore brokerage account. We file all required foreign account and asset reports, keeping them clear of IRS penalties.
Who This Compliance Package is NOT for:
U.S. Residents Living Domestically
If you live full-time in the U.S., check out our U.S. Resident Tax Returns package.
Foreigners Without U.S. Tax Obligations
If you are a non-U.S. citizen without U.S. tax liabilities, this package is not for you.
U.S. Expats Earning Exclusively in the U.S.
If you work for a U.S. company with U.S.-sourced income, you may not qualify for FEIE or FTC benefits.
Our U.S. Expat Compliance Package covers:
Form 1040 (U.S. Individual Tax Return)
Full preparation and filing of federal tax returns for expats.
Foreign Earned Income Exclusion (FEIE - Form 2555)
Allows expats to exclude up to $130,000+ of foreign-earned income.
Foreign Tax Credit (FTC - Form 1116)
Prevents double taxation by applying foreign tax credits.
Foreign Bank Account Report (FinCEN 114)
Mandatory for U.S. expats with $10,000+ in foreign bank accounts.
Foreign Asset Disclosure (Form 8938)
Required for expats with foreign financial assets above IRS thresholds.
State Tax Residency Exit Planning (Where Applicable)
Ensures you correctly sever state tax residency for tax efficiency.
Foreign Housing Exclusion or Deduction (Form 2555)
Allows expats to exclude up to ~$39,000 for their overseas housing.
Our Simple 4-Step Compliance Process:
1. Expat Tax Profile Review
We assess your residency, foreign income, and tax treaty eligibility.
2. Data Collection & Tax Strategy
We gather necessary income statements, foreign tax documents, and bank account details.
3. IRS Compliance & Treasury Filings
We file all required federal tax forms, exclusion claims, and foreign reporting obligations.
4. Ongoing Support & Tax Optimization
We provide annual compliance services and long-term expat tax strategies.
Frequently Asked Questions
Do U.S. expats still have to file taxes?
Yes, U.S. citizens and Green Card holders must file regardless of where they live.
Can I avoid U.S. taxes if I live abroad?
You may exclude up to $130,000+ of foreign-earned income under FEIE or use the Foreign Tax Credit (FTC) to reduce U.S. tax liability.
Do I need to report my foreign bank accounts?
Yes, if your combined foreign bank accounts exceed $10,000 at any point in the year, you are required to file an annual foreign account report with the U.S. Treasury.
What if I haven't filed U.S. taxes while living abroad?
We can help you catch up with IRS compliance programs and minimize penalties.
Related Solutions
U.S. Foreign Exclusion
The U.S. taxes its citizens on worldwide income, even if you live abroad. Without the right tax strategy, you could be paying more than necessary, facing double taxation, or missing key exclusions that legally reduce your tax liability.
Global Tax Compliance
If you are a resident of a country that permits Nomadic Flow and requires tax reporting to maintain compliance, this package ensures you meet local tax obligations while optimizing your tax structure.
U.S. Foreign Compliance
If you are a U.S. citizen or tax resident with foreign bank accounts, investments, businesses, or income sources, you must file additional IRS reports — including foreign account reports, foreign asset disclosures, and other required filings.