Expat tax services from trusted tax experts

Puerto Rico is a US territory with its own tax system, which makes the answer different from the 50 states. For the 2026 filing season, based on 2025 income, bona fide residents can usually exclude Puerto Rico-source income from US ...

US citizens living abroad can contribute to a Traditional or Roth IRA in 2026 as long as they have earned income not fully excluded by the Foreign Earned Income Exclusion (FEIE). The Roth IRA contribution limits 2026 amount is $7,500 p...

If you're a green card holder living outside the United States, your tax obligations don’t stop when you move abroad. Even while earning income overseas, the IRS taxes green card holders. ...

If a green card holder stopped filing US taxes, the problem usually is not limited to one late Form 1040. You may also need to catch up on foreign account reporting, such as FBARs and Form 8938, for the 2025 tax year and...

“I discovered that, because I hadn’t formally given up my Green Card, I was still treated as an expat – and so these IRS obligations applied to me. That was quite a shock! By the time I realised I had taxes to file and non-US financial accounts to report, I’d been out of compliance for 11 ...

US citizens can usually receive Social Security retirement, disability, and survivor benefits abroad if they qualify and live in a country where the Social Security Administration can send payments. Retirement benefits generally require 40 credits; in 2026, 1 credit requires $1,890 of covered earnings, and 4 credits require $7,...