FileAbroad

Moving abroad consultation

Moving Abroad? Build Your Departure-Year Tax Map Before the Dates, Payroll, and Records Get Harder to Fix.

A move abroad can change where you work, which country taxes income, how payroll and estimates operate, what a former state may still claim, and which accounts, assets, entities, or property create reporting questions. It does not automatically produce FEIE, end state residence, or settle foreign tax. In a paid consultation, I organize the proposed move, identify the U.S. workstreams and foreign referrals, and give you a records and filing checklist for the departure year.

Start My Pre-Move 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.

People, status, and move calendar

Citizenship and green-card facts, household and filing status, proposed departure and destination, homes, family timing, travel, and the difference between plans and completed events.

Work, payroll, business, and source

Employer or client identity, employee/contractor/owner periods, service locations, pay and equity, entity changes, withholding, estimated tax, and employer or local-adviser questions.

Federal method and filing calendar

Tax home and abode facts, FEIE and foreign-tax-credit workstreams, extensions, foreign tax timing, currencies, social coverage, and departure-year cash-flow deadlines.

State and property transition

Former-state domicile, statutory-residence and source facts, retained or sold U.S. property, planned rentals or purchases, and when a dedicated state or property scope is needed.

Accounts, assets, structures, and records

Foreign and U.S. accounts, investments, pensions, trusts, entities, gifts, health accounts, digital assets, prior filings, secure record access, and specialist referrals.

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.

  • A dated departure-year map covering household status, travel and homes, work and payers, foreign tax timing, former-state facts, property, accounts, assets, and prior filings.
  • A prioritized checklist of records, payroll and estimated-tax questions, filing and extension dates, address and evidence items, and destination-country questions to confirm locally.
  • The U.S. workstreams that require focused FEIE, foreign-tax-credit, state, employment, self-employment, property, account, entity, pension, treaty, or green-card analysis.
  • Whether FileAbroad can accept a later U.S. preparation scope and which foreign, state, immigration, employment, legal, investment, or other specialists should be engaged separately.

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 move

Who is moving, what are each person’s U.S. citizenship, green-card, visa, and filing-status facts, which tax years matter, and what departure, destination, housing, family, and return-travel dates are planned?
How will you earn income after the move—U.S. or foreign employer, contractor, self-employment, business ownership, rent, investments, retirement, or equity—and where will each service period be physically performed?
What destination-country residence, payroll, social-insurance, tax, registration, visa, or treaty questions have you confirmed with current local advisers, and when will foreign tax be assessed, withheld, paid, or refunded?
Which former-state ties, homes, family, licenses, voting, vehicles, businesses, property, source income, filings, or notices will remain, and what U.S. home sale, rental, or other property changes are expected?
Which bank, brokerage, payment, pension, fund, trust, company, partnership, LLC, health, or digital-asset arrangements will continue or open, what prior returns and international forms exist, and which records must stay accessible abroad?
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

Expat tax guide

Review the U.S. filing, income, account, and state framework for Americans abroad.

FEIE consultation

Use the focused section 911 path after tax-home, abode, travel, and earned-income facts are organized.

Foreign tax credit consultation

Use the credit path when foreign income tax, source, category, timing, and limitations are central.

State tax termination consultation

Use the former-state path for domicile, statutory residence, source income, evidence, filings, or notices.

Remote employee abroad consultation

Use the employee path for U.S. payroll, service locations, withholding, benefits, and employer coordination.

Self-employed abroad consultation

Use the business path for Schedule C, expenses, entities, estimates, and social-tax questions.

Green card abroad consultation

Use the status path when lawful permanent residence, treaty residence, abandonment, or expatriation may matter.

Foreign accounts consultation

Use the account path after foreign banks, brokers, payment platforms, or authority arrangements exist.

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 Pre-Move Intake

Prefer email? info@fileabroad.com

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