Buyer education
What “Accepted Scope” Means for a Tax Return
A records-first guide to what “accepted scope” means for a tax return, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Blog
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
272 resources found
Buyer education
A records-first guide to what “accepted scope” means for a tax return, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Consultation
A records-first guide to what happens in an expat tax consultation?, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
PFIC
A records-first guide to what is a pfic and why it terrifies expats, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Business abroad
A records-first guide to when a foreign llc needs more than one u.s. form, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Business abroad
A records-first guide to when business records need translation, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Professional boundaries
A records-first guide to when to refer a tax question to an attorney, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Green Card Holders
A pre-abandonment checklist for lawful permanent residents covering final returns, Form 8854, covered-expatriate tests, assets, and foreign accounts.
Accidental Americans
What accidental Americans should understand about compliance, Form 8854, covered-expatriate tests, and the separate nationality process before renouncing citizenship.
Accidental Americans
How accidental Americans can assess non-willful catch-up filing, Form 14653, foreign accounts, and the records needed before certifying compliance.
Consultation first · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.