Andrew Coleman

CPA

Expertise:

Exit tax planning
International business tax
Overseas tax obligations
Tax compliance for expats

Education:

Master's of Accounting, University of Kansas School of Business

Andrew Coleman is an accomplished Certified Public Accountant (CPA) with a Master's degree in Accounting from the University of Kansas School of Business. This educational background has provided him with a deep understanding of accounting principles and tax law, which he has utilized throughout his 15-year career as a tax professional.

Specializing in expatriate taxation, Andrew has dedicated a significant portion of his career to assisting US expatriates with their tax preparation needs and has been a valuable member of the TFX team for over eight years.

Originally from Kansas, Andrew has embraced the expat life himself and currently resides in Estonia with his family. This unique position as an expatriate has provided Andrew with invaluable insight into the challenges and intricacies faced by US citizens living abroad when it comes to tax compliance and financial planning. His first-hand experience enhances his ability to provide clients with tailored advice to ensure they effectively and efficiently navigate the complexities of US tax obligations.

Andrew's journey from the heartland of the United States to the cobblestone streets of Estonia reflects his adventurous spirit and commitment to embracing global opportunities. This move has not only enriched his personal life but has also broadened his professional perspective, allowing him to specialize in a niche but critical area of tax law.

As a member of the TFX team for over eight years, Andrew uses his expertise, educational background, and personal experience to provide exceptional tax services to expatriates, ensuring that they remain compliant with US tax laws while making the most of their international living situation. Andrew’s commitment to his clients and his work makes him a real asset to both the expat community and the world of tax. He’s also a member of the National Association of Tax Professionals (NATP).

Articles

Expat brokerage account: 2026 guide for US citizens living abroad on taxable accounts and foreign tax credit rules

US citizens abroad can invest through US or foreign brokerage accounts, but the tax reporting rules do not stop at the US border. For the 2025 calendar year, a US person's foreign financial accounts, including foreign brokerage accounts, can trigger FBAR if their aggregate value exceeds $10,000 at any time. Form 8938 can also apply ...

Section 367 foreign transfer tax rules: What US taxpayers must know in 2026

Section 367 can turn an otherwise tax-free corporate exchange into a taxable event when a US person moves property, stock, or intangible assets across the US border. For a transfer completed in 2025, the reporting may include Form 926, a gain recognition agreement, Form 5471, or a Section 367(b) notice filed with the 2025 return in 2026. <...

Form 8802: Application for US residency certification

Form 8802, Application for United States Residency Certification, is the IRS application used to request Form 6166, the letter that confirms US tax residency for treaty or VAT purposes. The user fee is $85 for an individual applicant and $185 for most non-individual applicants per application. Taxes for Expats helps Americans abroad coo...

UN income tax unit: The no-stress guide for UN employees who file US taxes

United Nations (UN) employees generally enjoy exemptions from income tax derived from their UN salaries. For US citizens and permanent residents, however, it’s not that simple. US tax law treats UN compensation differently from how most other countries do. Instead of being tax-exempt, US citizens and residents employed by the UN m...

Form 3520: Guide on reporting foreign trusts, inheritances, and gifts for US expats

Living abroad does not exempt US citizens from IRS reporting obligations involving foreign trusts and large foreign gifts. Form 3520 outlines what expats need to disclose and by what deadline to avoid harsh penalties. This guide covers the Form 3520 filing requirements for the 2026 filing season – tax year 2025 – so you can stay compl...

IRS tax amnesty programs for expats: Streamlined, FBAR & VDP options

There is no single IRS tax amnesty form for expats. Instead, the IRS offers several compliance paths, including ...