FileAbroad

Moving back to the U.S. consultation

Moving Back to the U.S.? Map the Tax Transition Before the Move.

Moving back changes where you perform work, which state may tax you, how FEIE and foreign tax credits fit the transition year, and which foreign accounts, investments, entities, pensions, and properties still need attention. In a paid consultation, I map the move date, work and income periods, foreign taxes, withholding, planned transactions, and prior filings so you can see what needs review before and after arrival.

Start My Move-Back 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.

Move date, status, and state

The arrival plan, U.S. citizenship or residency facts, spouse status, current foreign home, intended U.S. state, housing, work location, and ties that frame the federal and state transition.

Work, income, and payroll periods

Where services are performed before and after the move; employers, clients, and owner roles; wages, bonuses, equity, business, rental, investment, and retirement income; and when withholding or estimated payments may need review.

FEIE, foreign tax, and carryovers

The foreign tax home and qualifying period, prior section 911 elections, Forms 2555 and 1116, same-category carryovers, foreign tax payments, assessments or refunds, and the calculations that require a separate scope.

Foreign holdings after the move

Accounts, funds, entities, trusts, pensions, insurance arrangements, homes, rentals, and other foreign interests that may continue to raise income or information-reporting questions after arrival.

Transactions, filings, and next scope

Planned sales, distributions, transfers, closures, prior federal and state returns, FBARs and information returns, notices, missing records, preparation fit, and specialist or country-law 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 move-back calendar separating foreign and U.S. residence, work, payroll, income, and state periods.
  • An issue map showing which FEIE, FTC, withholding, state, account, asset, entity, pension, property, and prior-filing questions continue or change.
  • A focused records and payment-review checklist, with secure-upload instructions only after intake and acceptance.
  • The U.S. preparation FileAbroad may accept separately and the transaction, state, foreign-country, immigration, legal, investment, valuation, or specialist work that needs another scope or referral.

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-back tax year

When do you expect to arrive in the United States, where do you currently live, what U.S. citizenship, green-card, or other tax status applies to you and your spouse, and which state or states will you live, work, keep a home, or maintain ties in?
For each relevant period, where did you physically perform work, who paid you, what wages, self-employment, bonus, equity, retirement, investment, rental, or business income do you expect, and when will payroll or withholding change?
Which Forms 2555 and 1116 were filed, what foreign residence, tax-home, travel, and election facts apply, what carryovers appear by year and category, and what foreign tax returns, payments, assessments, or refunds are expected?
Which foreign accounts, funds, entities, trusts, pensions, insurance arrangements, rental properties, homes, or other assets will remain after the move, and are any purchases, sales, distributions, transfers, closures, or management changes planned?
Which U.S. federal and state returns, FBARs, and international information returns were filed for the relevant years, are any filings, notices, or deadlines unresolved, and what records or advisers 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

U.S. expat tax guide

Review the worldwide-income, FEIE, FTC, account, asset, business, pension, and state filing framework.

FEIE guide

Review foreign tax home, qualifying tests, foreign earned income, election history, and the move-year qualifying period.

Foreign tax credit consultation

Use the focused path when creditability, source, separate categories, carryovers, or foreign tax redeterminations are central.

State tax guide

Review state domicile, residence, source, evidence, and why a new state needs its own current-law analysis.

FBAR guide

Review foreign-account ownership, authority, maximum values, calendar-year reporting, and recordkeeping.

PFIC consultation

Use the foreign-fund path before a sale, distribution, election, or move-related portfolio change.

Business abroad consultation

Use the entity path for classification, ownership, management changes, transactions, and foreign-company or partnership reporting.

Foreign trust consultation

Use the arrangement path when a foreign trust, pension, insurance contract, foundation, or similar structure needs classification.

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 Move-Back Intake

Prefer email? info@fileabroad.com

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