Foreign pension consultation · optional paid assessment · written scope · PTIN holder in Ecuador
Have a Pension Outside the U.S.? Map the Tax and Reporting Before You File or Take Money Out.
A foreign plan's local pension label does not determine its U.S. treatment. Employer or government sponsorship, contribution and access rules, plan assets, treaty language, and prior filings can lead to different income and reporting questions. In a paid consultation, I map those facts, contributions, distributions, values, foreign taxes, and records so you can see which issues need analysis before filing or changing the plan.
No cost for the intake review. I review every intake personally and follow up about the next step. Straightforward preparation can proceed directly to a written scope and custom quote. If substantive review is needed first, I may offer an optional paid assessment and explain its scope, deliverable, and fee before you decide. Preparation is a separate engagement.
Direct preparer
Discuss accepted filing work directly with the person preparing it.
Written scope
Scope and preparation terms are documented before preparation begins.
Secure document transfer
Secure upload instructions follow acceptance of the written scope.
What to expect
A clear path from questions to scope
- 1
Start the intake
Choose the general path or the pathway closest to your situation.
- 2
Share the broad facts
Tell us where you live, what years are involved, what you earn or own, and what feels unclear.
- 3
Review the next step
Straightforward preparation can proceed directly to a written quote. If substantive review is needed first, I will explain the optional paid assessment and its fee before you decide.
- 4
Receive the written scope
If FileAbroad can accept the engagement, the scope and preparation terms are documented before work begins.
- 5
Approve before preparation
Preparation starts only after you understand and approve the accepted work.
Current pricing
Optional $100 scope assessment
30-Minute Expat Tax Scope Assessment
$100
Focused review of your filing situation with a written list of the years and forms that need attention, a document checklist, key scope flags, and an exact preparation quote when FileAbroad can accept the work.
Preparation is priced separately. A paid assessment is offered when substantive review is needed; it is not required for every preparation engagement. Straightforward tax-year-2025 federal expat returns start at $575, and standalone current-year FBAR preparation starts at $100. Prior-year, delinquent, amended, entity, trust, partnership, PFIC, Streamlined, and other complex international work is quoted after review.
Before you book
Consultation questions
Do I need a paid assessment before hiring FileAbroad?
Not for every engagement. Start with a brief intake to discuss needs, timing, process, and pricing. Straightforward preparation can proceed directly to an accepted written scope. A paid assessment is offered when substantive review is needed, with the fee explained before you decide.
What happens before any preparation work begins?
Start with a brief intake. Straightforward preparation can proceed directly to a written scope and quote. If substantive review is needed first, an optional paid assessment is offered with its scope and fee explained before you decide. Preparation begins only after you accept the written scope.
Should I upload tax documents before the consultation?
No. Use the preliminary intake for broad facts only. Do not send Social Security numbers, account numbers, passports, or tax documents through the public form or unencrypted channels. Secure upload instructions come after an accepted scope.
Can the consultation determine whether I am legally eligible?
No. FileAbroad does not issue legal opinions, determine willfulness, represent taxpayers before the IRS, or guarantee an outcome. Higher-risk questions are identified for an appropriate referral or reviewer.
What should I prepare for a foreign pension consultation?
Bring the broad facts behind your foreign pension consultation: countries, years, account or entity types, income sources, and what records you already have. I will explain the next step and any records needed. If substantive review is needed first, its scope and fee are agreed before work begins.
Free inquiry · Written scope
Ready to clarify your filing path?
Start the preliminary intake. Do not send sensitive tax documents through the public form.