Articles

Form W-7: ITIN application guide

If you need to file a US tax return but are not eligible for a Social Security Number (SSN), you must apply for an Individual Taxpayer Identification Number (ITIN). An ITIN is a nine-digit tax process...

Best international banks for expats 2026: Low fees, easy setup, global ATM access

Ever feel like your bank didn't get the memo that you moved overseas? Choosing from the best banks for expats can mean the difference between smooth transfers and frustrating fees. ...

California exit tax: What you need to know before moving out

California doesn’t have an official “exit tax.” What people usually mean by “California exit tax” is a mix of California’s aggressive residency and sourcing rules (which can keep you on the hook for California tax if you still have strong ties or California-source income), and past proposals for a wealth tax that would have tried to keep taxing s...

Why does the IRS say my information doesn't match?

If the IRS "Where's my refund?" says your information doesn’t match their records, don’t panic — it’s a common issue for US expats. Simple mistakes like outdated details, typos, or reporting errors can trigger this problem. This guide explains why it happe...

Citizenship-based taxation: What US expats must file in 2026

Citizenship-based taxation (CBT) means the US taxes citizens and many green card holders on worldwide income, even when they live abroad. In practice, most expats still must file a US tax return every year and may also have foreign account reporting. Relief tools like the foreign earned income exclusion (FEIE) and foreign tax credit (FT...

Understanding the Jock Tax: What athletes and remote workers need to know

Professional athletes, entertainers, and even some remote workers often find themselves facing a peculiar tax known as the "jock tax." This tax applies to income earned outside their home state or city, adding an extra layer of complexity to their financial planning. Let’s break down what the jock tax is, who it affects, and h...