Expat Tax Services
Expatriate taxation involves a myriad of complexities, encompassing various factors such as residency, income sources, and international treaties. We demystify the intricate web of rules and regulations that govern the taxation of individuals living and working outside their native country. We aim to provide clarity on the key aspects of expat taxation, empowering you to navigate this intricate landscape with confidence. Whether you are coming to the U.S. to live and work, or are a U.S. citizen leaving the U.S. for opportunities abroad, we can help.
We provide comprehensive U.S. tax planning and compliance services including:
Federal and state income tax preparation and electronic filing-We handle all U.S. filings, optimizing your tax exposure across all jurisdictions.
Compliance with International Information Reporting related to foreign investments- Significant exposure can arise from failing to disclose foreign investments. Penalties can be as much as $10,000, or in some case, 35% of the unreported asset value.
Tax and financial planning for foreign nationals planning on relocating to the U.S.- We can help you avoid expensive U.S. reporting obligations with strategic planning before you relocate to the U.S.
Tax and financial planning for U.S. persons planning on relocating out of the U.S.- Careful planning can avoid costly mistakes. We help you navigate financial opportunities abroad.
At SDC CPA, we understand that living abroad can be an adventure — but when your taxes are concerned, it can quickly seem like a nightmare. We help you plan and manage your U.S. obligations, freeing up your time and giving you peace of mind.
Additional reporting may be required.
Sourcing of Income
The U.S. Dilemma
Tax Credits and Exclusions
Compliance and Reporting Obligations