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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

IRS Form 926: filing requirements for US Expats and foreign corporations

IRS Form 926 is the information return that US persons file when transferring property to a foreign corporation. It generally applies to cash, stock, securities, tangible, and intangible property transfers, though several narrow exceptions c...

IRS relief procedures for certain former citizens (2026 guide)

The IRS relief procedures for certain former citizens are still available, for eligible former US citizens who relinquished citizenship after March 18, 2010. Who qu...

Capital gains tax for nonresident aliens: US stocks, property, and FIRPTA

Most nonresident aliens do not pay US capital gains tax on portfolio investments like US stocks, bonds, or mutual funds. The two main exceptions are gains effectively connected with a US trade or business (ECI) and gains realized while you are physically present in the US for 183 days or more in the tax year. US real estate is t...

IRS reasonable cause penalty abatement: How to request relief

Reasonable cause means the IRS may remove or reduce certain penalties if you tried to comply with US tax law but could not because of facts outside your control. For 2025 tax year returns filed in 2026, this often matters when an expat files late, misses Form 8938, receives a Form 3520 or Form 5471 penalty notice, or discovers old FBAR gaps after...

Relief from filing Forms 3520-A and 3520 for certain tax-favored foreign trusts

Under Rev. Proc. 2020-17, the IRS exempts qualifying transactions with, and ownership of, applicable foreign retirement and savings trusts from IRC §6048 reporting. That tax-favored foreign trust reporting relief also removes the §6677 ...

Section 965 transition tax: What US expats need to know in 2026

Section 965 generally applied to the last taxable year of a specified foreign corporation that began before January 1, 2018, with the inclusion reported by the US shareholder in the tax year in which or with which that foreign corporation’s year ended. For many taxpayers this was 2017, but some reported Section 965 amounts ...