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Expat Tax Consultation

Living abroad makes taxes feel overwhelming — but you don’t have to navigate alone. Your compass check: a free call that brings clarity to your U.S. taxes abroad.

Schedule Your Free Compass Call

Need direction on your U.S. taxes abroad? Let’s chart the course.

Connect with your Compass Guide for quick clarity on U.S. expat filing basics and how our process works. We’ll walk you step by step through the workflow so you know exactly what to expect. You’ll also get a transparent look at how our services are structured and priced. This free orientation call is your starting point — if you need deeper strategy tailored to your case, we’ll schedule a paid consultation to chart the way forward.

Free Expat Tax Clarity Call & Paid Tax Consultation

Free Clarity Call

What you can expect:

Speak directly with an expat tax coordinator
Ask about our tailored expat tax process and how we chart the right path for your case.
Get answers to basic questions about U.S. expat filing requirements, deadlines, and compliance.
Recommended for Americans abroad or planning a move overseas who want clarity before choosing a tax advisor.

$0

Free Tax Consultation

What you’ll receive:

Speak directly with a licensed Tax Professional — not just a general tax preparer.
Tailored strategy session customized to your expat profile, whether you’re abroad, returning, or investing cross‑border.
Secure document sharing with compliance‑grade confidentiality for peace of mind.
Actionable roadmap that charts the way forward for tax planning, filing, or complex assessments.
Hands‑on guidance from a professional who stays with your case, not a rotating support team.

$0

Limited Time Only

Why choose this option:

The Paid Consultation is designed for those seeking personalized tax planning, filing advice, or a clear assessment of their situation. Think of it as setting your compass for the long journey ahead, with a trusted guide by your side.

Expat Tax Compass Call FAQs

What’s the difference between a Free Compass Call and a Paid Consultation?

The Free Compass Call is a short orientation designed to help expats understand their U.S. tax obligations abroad. It’s a quick, no‑cost way to confirm whether our services fit your needs. The Paid Consultation is a full expat tax consultation led by an IRS Enrolled Agent, where we review documents, explain how the Foreign Earned Income Exclusion (Form 2555) and the Foreign Tax Credit may apply to your situation, and provide actionable strategies to minimize double taxation. This deeper session is ideal for expats with questions about qualifying for the FEIE, coordinating foreign tax credits with U.S. filings, or navigating complex residency and treaty rules.

Do I need to prepare documents before the call?

For the Free Compass Call, no documents are required—just bring your questions about U.S. expat taxes. For a Paid Consultation, having prior tax returns, proof of foreign residency, and income records ready allows us to give precise guidance on whether you qualify for the Foreign Earned Income Exclusion or should rely on the Foreign Tax Credit.

How long does each consultation last?

The Free Compass Call lasts about 15–20 minutes, giving you a quick overview of your U.S. expat tax situation. The Paid Consultation is scheduled for 45–60 minutes, allowing for a detailed review of Form 2555 eligibility, foreign housing exclusions, and strategies for maximizing the Foreign Tax Credit.

Can you advise on both U.S. and foreign tax issues?

Yes. Our international tax consultations cover U.S. filing requirements and how they interact with foreign income, residency, and treaty benefits. We specialize in helping Americans abroad qualify for the Foreign Earned Income Exclusion, claim the Foreign Tax Credit, and avoid double taxation while staying compliant with IRS rules.

Is the consultation confidential and secure?

Absolutely. All consultations are private, and documents are exchanged through our secure client portal. As a Manhattan‑based boutique firm, we prioritize encryption, compliance safeguards, and professional confidentiality for every expat tax case—whether you’re sharing Form 2555 details or foreign tax payment records.

What happens after the consultation—do you file my taxes?

Yes. After your consultation, we can seamlessly transition into tax preparation and filing. You’ll receive a clear proposal outlining scope, fees, and next steps—whether it’s filing Form 2555 for the Foreign Earned Income Exclusion, coordinating the Foreign Tax Credit, or applying treaty benefits to reduce your U.S. tax liability.

Do you work with clients outside the U.S.?

Yes. We serve expats worldwide. Whether you’re in London, Tokyo, São Paulo, or Dubai, our U.S. expat tax services are designed to help you qualify for the Foreign Earned Income Exclusion or maximize the Foreign Tax Credit, no matter where you live.

What if my situation is complex (dual residency, treaty issues, housing exclusion)?

That’s our specialty. Complex expat tax cases—such as dual residency, treaty interpretation, or applying the foreign housing exclusion alongside the Foreign Earned Income Exclusion—are part of our daily work. Our consultations provide clarity and strategies tailored to your unique cross‑border tax challenges.