State tax termination consultation · optional paid assessment · written scope · PTIN holder in Ecuador
Moving Abroad Does Not Automatically End State Tax Obligations. Map Your Domicile Exit Before Filing Your Final Return.
California in particular applies detailed residency and domicile rules that can leave former residents with continuing filing questions after departure. The rules vary sharply by state: domicile, physical presence, a permanent place of abode, remaining ties, and state-source income can all matter. In a paid consultation, I review your state ties, sourcing, and evidence to map whether you have successfully terminated state tax residency and what documentation or filings are required.
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 state tax termination consultation?
Bring the broad facts behind your state tax termination 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.