Expat tax services from trusted tax experts

Assurance Vie can work well in France, but US expats need a second tax lens. French income-tax treatment improves after eight years, FBAR review can start once foreign accounts exceed $10,000 in aggregate, and French withdrawal rules shift around the €150,000 premium threshold. US reporting may also reach Form 8938 and sometimes Form 8621.</...

The chances of getting audited by IRS examination teams depend more on the return’s facts than on where you live. A US expat with wages that match information returns and complete foreign-account reporting presents a different profile from a business owner with several entities, digital-asset sales, foreign accounts, and large itemized dedu...

For a 2025 death, a US citizen’s federal gross estate can include worldwide assets, while a noncitizen non-domiciliary is generally exposed only on US-situated property. The key filing thresholds are $13.99 million and $60,000, respectively, under current federal rules. Federal estate tax can follow a US citizen abroad because it ...

For the 2025 tax year, qualifying US taxpayers can use Form 2555 to exclude up to $130,000 of income earned from services performed abroad. The return is generally filed in 2026, and eligibility requires a foreign tax home plus either the Physical Presence Test or the Bona Fide Residence Test. The 2026 tax-year limit is...

For the 2025 tax year, living abroad does not by itself create or end a state filing duty. You may stop resident taxation after a valid domicile change, but a former state can still tax state-source income or require a part-year return under its own rules. US citizens and resident aliens abroad generally report worldwide income under fe...

Most US expats who ask whether they are exempt from FATCA reporting are not actually exempt – they are simply below the Form 8938 filing threshold. That distinction matters, because a threshold can be crossed next year while a tr...