Expatriate 
Tax Services

 

Compliance and consulting for global employees

The increasingly integrated global economy has made international tax planning a key strategy for individuals and organizations working overseas. As a U.S. citizen or resident alien, you are subject to U.S. income tax on your worldwide income, even if you are living abroad. Also, you are subject to the same income tax filing requirements that apply to U.S. citizens or residents living in the United States. The good news is that you may qualify for the foreign earned income exclusion, foreign housing exclusion, income tax credits, and other benefits if you meet certain requirements.

We specialize in expatriate tax services for U.S. persons that live and work around the world. Our Expatriate Tax Advisors handle all tax issues related to living abroad for both temporary and long-term assignments, and permanent transfers. We can help you minimize your global tax obligations and meet your tax-compliance responsibilities while you are away. We have established working relationships with accounting, law, and consulting firms in more than 50 countries. 

Expatriate Tax Services

  • Pre-departure and post-assignment tax consultations
  • US federal and state income tax return preparation
  • Assistance with inquiries from U.S. and foreign taxing authorities
  • Calculation and coordination of estimated tax payments
  • Help with complex international social security rules
  • Foreign earned income exclusions calculation
  • Foreign tax credits and deductions calculation
  • Foreign housing exclusion
  • Self-employment tax planning
  • Extensions for filing U.S. Tax Returns
  • Reporting foreign bank accounts (FBAR)
  • Applicability of tax treaty provisions
  • Assistance with IRS “amnesty” programs

Employer Expatriate Tax Services

  • Structuring tax-effective assignment terms and compensation packages
  • US federal and state income tax return preparation
  • Calculation and coordination of U.S./foreign estimated tax payments
  • Assistance with inquiries from U.S. and foreign taxing authorities
  • Social security tax planning and payroll consulting
  • Controlled foreign corporations (CFC)
  • Foreign tax credit planning and consulting
  • Applicability of tax treaty provisions
  • Translation of Tax forms into English for 37 countries