FileAbroad

Dual citizen tax consultation

Dual Citizen? Map Your U.S. Tax Position Across Countries.

Dual citizenship is a nationality fact, not a special U.S. tax regime. A second passport does not end U.S. status or automatically create treaty relief. Filing can turn on year-specific income thresholds, where you and your spouse were tax resident, what each country taxed, prior FEIE, foreign-tax-credit or treaty positions, and how foreign accounts, investments, pensions, businesses, and trusts are held. In a paid consultation, I map those facts, prior filings, and the work that must be resolved before preparation begins.

Start My Dual Citizen Tax Intake

The preliminary intake is free. Do not send sensitive tax documents through the public intake form.

30 minutes · Directly with Chip

The consultation

What we'll review

The consultation focuses on the facts that determine what needs further attention.

Citizenship and residence map

The citizenships you understand yourself and your spouse to hold, the years and countries involved, homes and day-count evidence, local filing positions, and any U.S. status question that belongs with legal or consular counsel.

Income and foreign-tax bridge

Wages, self-employment, business, investment, rental, pension, and other income; where services or assets were located; which country imposed tax; and the records needed to reconcile foreign and U.S. categories.

Relief, elections, and treaty boundaries

Prior FEIE and foreign-tax-credit positions, carryovers, refunds or redeterminations, the actual treaty and income article if one is relevant, the saving clause, and whether calculation, disclosure, or formal research must be separately scoped.

Accounts, assets, and structures

Foreign accounts and signature authority, investments and funds, pensions and savings plans, companies and partnerships, trusts, insurance, and other arrangements that need classification before selecting FBAR, Form 8938, or an international information return.

Prior filings and next scope

U.S. federal and state returns, foreign returns, FBARs, international forms, notices, amended filings, and gaps that determine whether the next step is current-year preparation, records reconstruction, a catch-up review, specialist research, or referral.

After the call

What you leave with

By the end of the consultation, you should understand the issues that need attention and the next practical step.

  • The year-by-year U.S. status, residence, and foreign filing facts that control the U.S. review.
  • The income, foreign-tax, FEIE, FTC, and treaty questions that need a calculation or separately scoped research.
  • The accounts, assets, pensions, funds, entities, or trusts that need classification or specialized reporting review.
  • Whether FileAbroad can accept the next stage, what that engagement would cover, or which professional should handle it.

You are not required to hire FileAbroad for preparation after the consultation.

Scope

What the consultation does not include

The consultation is a review and scoping session. It does not include preparation or filing of a tax return, FBAR, information return, amended return, or Streamlined submission.

It also does not create an open-ended support engagement. Additional research, document review, preparation, or follow-up work is included only when it is specifically agreed or purchased.

FileAbroad does not provide legal advice or tax litigation services.

The process

How it works

  1. 1

    Start the intake.

    Tell me the broad facts of your situation without uploading sensitive tax documents through the public form.

  2. 2

    I review the inquiry.

    I personally review the intake to determine whether a FileAbroad consultation appears appropriate.

  3. 3

    Book the consultation.

    If the situation fits, you'll receive the next step for scheduling the 30-minute paid consultation.

  4. 4

    We review the situation together.

    We use the call to identify the relevant filing questions, missing information, and practical next step.

  5. 5

    Preparation is separate.

    If FileAbroad can accept preparation work, the scope and price are confirmed before that work begins.

Before you book

Questions we'll use to map your dual-citizen filing position

What citizenships do you and, if relevant, your spouse understand yourselves to hold; where did you live during each year to review; and which countries treated either of you as tax resident or required a return?
Which U.S. federal and state returns, foreign returns, FBARs, Form 8938 filings, treaty disclosures, or other international forms have been filed for those years, and are any years missing, amended, or under notice?
What types of income did you receive — wages, self-employment, business, investment, rental, pension, or other income — where were services performed, and which countries imposed, withheld, refunded, or adjusted tax?
What foreign bank or investment accounts, pensions, funds, companies, partnerships, trusts, insurance, or other arrangements did you own, control, benefit from, contribute to, or have signature authority over?
What are you trying to resolve — current filing, FEIE or foreign-tax-credit coordination, an article-specific treaty question, prior-year gaps, foreign-account or asset reporting, or preparation scope — and what broad records are available?
What should I send before the consultation?

Start with the public intake and describe the broad facts of your situation. Do not send Social Security numbers, tax returns, bank statements, or other sensitive tax documents through the public intake form. If documents are needed later, I will provide secure upload instructions.

Will you tell me exactly what I need to file?

The consultation is designed to identify the filing issues that need attention and the information required to determine the next step. Some questions can be resolved during the call; others may require records, additional research, or preparation work outside the consultation.

Do I have to hire FileAbroad afterward?

No. The consultation stands on its own. If FileAbroad can accept preparation work, you can decide whether to proceed after the scope and price are confirmed.

Can you review documents during the consultation?

Limited document review may be possible when agreed in advance, but the consultation is not a substitute for a full document review or tax-preparation engagement.

Related paths

If this is not the right starting point

Dual citizenship tax filing guide

Review the records-first distinction among nationality, tax residence, U.S. filing, foreign tax, and international reporting.

Accidental American consultation

Use this path when U.S. citizenship itself was newly discovered or uncertain, or first-time compliance is the primary problem.

Foreign tax credit consultation

Use this path when the primary decision is an FEIE-versus-FTC calculation involving foreign-source income and foreign tax.

U.S. tax treaties guide

Review why the actual treaty, protocol, income article, saving clause, and disclosure rules must be read together.

FBAR catch-up consultation

Use this path when missing or incomplete historical foreign-account reports are the main issue.

Business abroad consultation

Use this path when a foreign company, partnership, branch, or other business structure is the primary classification problem.

Renunciation consultation

Use this path only when you are independently considering expatriation and need its separate U.S. tax and filing review.

Expat tax filing

See the broader preparation service when the dual-citizen questions are part of an accepted annual or prior-year return engagement.

Start here

Tell me what's going on.

You don't need to know which form, filing procedure, or service you need. Start with the broad facts, and I'll review whether a FileAbroad consultation is the appropriate next step.

Start My Dual Citizen Tax Intake

Prefer email? info@fileabroad.com

Do not send sensitive tax documents through the public intake form or ordinary email.