Pain Points We Solve
Renouncing U.S. citizenship is a major decision — and the tax implications can be overwhelming. Many expats face:
- Confusion about the IRS exit tax (IRC §877A)
- Uncertainty about Form 8854 and “covered expatriate” status
- Fear of triggering penalties or future re-entry issues
- Unfiled returns or incomplete tax history
- No clear guidance on how to prepare for expatriation
- Concerns about dual citizenship, green card surrender, or long-term resident status
Our Solutions
At Expat Tax Compass, we help you navigate the tax side of expatriation with clarity and confidence:
- Exit Tax Risk Assessment
- We evaluate whether you’re a “covered expatriate” and help you plan accordingly.
- Form 8854 Preparation
- We handle the Statement of Expatriation and ensure it’s filed correctly with your final return.
- Five-Year Tax Compliance Review
- We help you catch up on any missing returns or FBARs to meet the IRS’s “clean record” requirement.
- Asset Valuation & Gain Calculation
- We assist with calculating deemed capital gains for exit tax purposes.
- Dual Citizen & Green Card Guidance
- We clarify how expatriation rules apply to long-term residents and dual nationals.
- Flat-Fee Packages & Bilingual Support
- Transparent pricing and resources in English and Spanish.
Who We Help
We work with:
- U.S. citizens planning to renounce
- Dual citizens considering giving up U.S. citizenship
- Long-term green card holders (8+ years)
- Covered expatriates with high net worth or tax liability
- Americans abroad seeking a clean tax exit
Planning to Renounce? Let’s Get It Right. Let Expat Tax Compass be your guide.
Schedule a confidential consult or download our Exit Tax Checklist to get started.