Expat tax services from trusted tax experts

The US tax code gives Americans living abroad two ways to qualify for the Foreign Earned Income Exclusion (FEIE): the Bona Fide Residence Test and the Physical Presence Test. If you intend to stay abroad long-term with clear local ties, the Bona Fide Residence Test is likely the better fit. If your life is more mobile or you are counting days car...

The IRS operates 3 active submission processing centers in 2026: Austin, TX; Kansas City, MO; and Ogden, UT. US taxpayers living abroad – including expats filing Form 1040 with Form 2555 – mail returns to Austin, TX 73301-0215 without payment or Charlotte, NC 28201-1303 with payment. Private delivery services use street addresses only...

Determining whether you need to file a tax return in 2026 depends on your 2025 gross income, filing status, age, dependency status, and special tax situations. For most non-dependent taxpayers under age 65, the minimum income is $15,750 for single filers, $31,500 for married filing jointly, and $23,625 for head of household. The IRS fil...

Nine US states do not tax individual wage income: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming. For US citizens and green card holders moving abroad, choosing one of these states with no income tax as your domicile before departure can stop your old state from continuing to tax your foreign incom...

US citizens and green card holders generally report worldwide gambling and lottery winnings on the US return, including prizes won abroad. Foreign nationals are generally taxed by the US only on US-source winnings, with a flat 30% rate applying to most casino and lottery payouts. The scope here is casino games, state and foreign lotteri...

Yes – 529 funds can be used for study abroad when the expenses are for enrollment or attendance at an eligible educational institution. If you are paying a foreign school directly, confirm that the school itself is Title IV eligible; if the program runs through a US school, check the institution that is actually awarding the credit and char...