Renunciation consultation

Renouncing U.S. Citizenship? Map the Exit Tax and Compliance Path Before Your Consular Appointment.

Renouncing U.S. citizenship can have significant U.S. tax consequences. Before expatriation, the covered expatriate tests, 5-year tax-compliance certification, worldwide assets, and special rules for retirement plans, deferred compensation, and trusts should be reviewed. In a paid consultation, I review the relevant facts, identify which expatriation-tax issues require further analysis, and map the preparation and compliance work that may be needed before Form 8854 is filed.

Start My Renunciation 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.

Covered expatriate thresholds

Your approximate worldwide net worth and prior U.S. income-tax liabilities, and whether either statutory threshold requires further covered-expatriate analysis.

Retirement and deferred compensation

IRAs, pensions, 401(k)s, stock compensation, and other deferred arrangements that can be subject to special expatriation-tax rules rather than the ordinary mark-to-market regime.

Trusts and complex assets

Trust interests, closely held businesses, partnerships, foreign corporations, and other assets that may require separate classification, valuation, or reporting analysis.

Five-year compliance history

Whether the federal tax returns and information returns required for the 5 taxable years preceding expatriation have been filed and whether any compliance gaps need to be addressed before the Form 8854 certification is made.

Timing and expatriation status

Your anticipated expatriation timeline, whether any formal relinquishment or renunciation steps have already occurred, and which tax years and filing periods need to be coordinated with that timeline.

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 filing years or issues that need further review.
The records or information needed before preparation can begin.
Whether the work appears to fit FileAbroad's preparation scope.
If FileAbroad can accept the work, the preparation scope and price are confirmed before preparation begins.

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
Start the intake.
Tell me the broad facts of your situation without uploading sensitive tax documents through the public form.
2
I review the inquiry.
I personally review the intake to determine whether a FileAbroad consultation appears appropriate.
3
Book the consultation.
If the situation fits, you'll receive the next step for scheduling the 30-minute paid consultation.
4
We review the situation together.
We use the call to identify the relevant filing questions, missing information, and practical next step.
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 expatriation tax situation

What is your approximate worldwide net worth, and what has your U.S. income-tax liability been for each of the 5 preceding tax years?

What retirement accounts, pensions, deferred compensation arrangements, stock compensation, or similar benefits do you hold?

Do you have interests in trusts, closely held businesses, partnerships, foreign corporations, or other assets requiring special analysis?

Have all required U.S. federal tax returns and information returns for the 5 preceding tax years been filed, and are there any known compliance gaps?

When are you considering expatriation, and have you already taken or scheduled any formal citizenship-relinquishment steps?

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.

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 Renunciation Intake

Prefer email? info@fileabroad.com

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