U.S. expats with foreign exposures

$880.00

Designed for individuals with cross-border tax complexities, including foreign earned income, foreign pensions and retirement accounts, foreign investment income, foreign tax credits, overseas rental properties, extensive global investment portfolios, FBAR and Form 8938 reporting requirements.

Designed for individuals with cross-border tax complexities, including foreign earned income, foreign pensions and retirement accounts, foreign investment income, foreign tax credits, overseas rental properties, extensive global investment portfolios, FBAR and Form 8938 reporting requirements.

What’s included

  • Form W-2 / Non-US wages

  • Non-US pension

  • Up to 10 Investment accounts (Interest and dividend)

  • Up to 10 Investment earnings from stock and bonds

  • Standard or Itemized deduction

  • Foreign tax paid

  • Foreign earned income exclusion (if qualify)

  • Child tax credit

  • Child and dependent credit

  • Tax credits for energy efficiency

  • Convertible virtual currencies and cryptocurrencies earnings

  • 1099-R retirement account distributions

  • Up to 2 rental property income

  • Student loan interest deductions

  • Application for extension

  • FinCEN Form 114 - FBAR

  • FATCA Form 8938

  • 2 state tax filings

  • E-filing

  • 30 minutes free tax consultation

Additional forms you may need

Sch C – Self-employment income $50 for 1 Sch C

Sch E (page 2) – Supplemental Income & Loss (K-1s) $50 per K-1

Sch SE – Self-employment tax $30

Form 4797 – Sales of business property $50 per property

Form 8621 – PFIC income $200 per form

Form 5471 – Foreign corporation information return $800 per form

State tax returns $150 per additional state

1040-ES – Estimated tax for individuals (quarterly) $50 per quarter