Expat tax services from trusted tax experts

If you are a US citizen, green card holder, or resident alien with financial accounts outside the United States, you may need to file an FBAR – the Report of Foreign Bank and Financial Accounts – each year. The FBAR is required under the Bank Secrecy Act and is filed separately from your federal tax return on FinCEN F...

A Canadian Controlled Private Corporation is a private corporation incorporated in Canada that is not controlled by non-residents, public corporations, or any combination thereof. CCPCs qualify for the Small Business Deduction, which reduces the federal corporate tax rate to approximately 9% on the first CAD 500,000 of ...

A self-invested personal pension, or SIPP, is a UK government-approved pension wrapper that lets you choose and manage your own investments while receiving tax relief on contributions of up to 100% of your annual UK earnings. Unlike a standard workplace pension, where the provider picks the funds, a SIPP puts you in control of asset allocation.</...

For the 2025 tax year filed in 2026, a QROPS can raise at least 3 separate tax questions: the UK 25% Overseas Transfer Charge, US tax on foreign pensions, and IRS or FinCEN reporting. US citizens and green card holders should treat a QROPS as an international pension transfer, not as a tax-free rollover. A QROPS may help certain non-UK ...

“It´s good to know that I'm prepared for the last steps with the IRS, once I receive my certificate of loss of citizenship." Thorsten Schieber, Germany Most Americans abroad discover their US filing obligations after building a life overseas a...

Mexico, Portugal, Canada, Panama, and Costa Rica are the easiest countries to immigrate to from the US in 2026. Each offers a defined visa pathway for Americans, with published income or investment thresholds and no employer sponsorship required. Of the five, Mexico still has the shortest processing timeline – as little as...