U.S. EXPAT TAX SERVICES
AI agent review for Americans living abroad.
FileAbroad uses AI agents to organize evidence and check supported U.S. reporting facts for Americans living outside the United States. No human reviewer checks an agent-generated plan.
Start with the workflow for your topic. Each service states its availability, evidence requirements, accepted scope, and fee. An evidence plan does not authorize or submit a tax return.
Annual U.S. Tax Return Topics
Records and reporting topics that can affect a U.S. federal income-tax return for an American living abroad.
Depending on the facts, a return may involve:
- Form 1040
- Foreign Earned Income Exclusion — Form 2555
- Foreign Tax Credit — Form 1116
- Schedule C for self-employment
- Additional schedules and international reporting
FBAR
FinCEN Form 114 reporting topics for taxpayers with foreign financial accounts.
An FBAR evidence review needs the accounts involved, ownership or signature authority, maximum account values, and relevant filing years.
Prior-year filing problems require a supported scope and a connected workflow before any paid work can be accepted. A records checklist does not establish a correction route.
Educational sample · agent workflow pending
Missed Account Reporting: Action Plan
Have filed-report and account records that may not match? Explore a fictional source-indexed factual comparison, missing-record requests, and evidence limits.
Prototype scope: one selected historical year and up to 3 personal deposit accounts. The prior proposed fee was $199. New requests and purchases are paused until this plan’s AI agent workflow is connected. No human review is offered.
The plan organizes documented facts. Filing, full-year balance reconstruction, and decisions about filing obligations, relief eligibility, penalties, willfulness, or a correction route require separate review or scope.
Form 8938 / FATCA
Form 8938 reporting depends on specified foreign financial assets and the taxpayer's filing circumstances.
Form 8938 is filed with the federal income-tax return and is separate from the FBAR. Some taxpayers may have to file one, both, or neither depending on their circumstances.
Streamlined Foreign Offshore Procedures
The IRS Streamlined Foreign Offshore Procedures address certain prior U.S. tax and foreign-account filing failures for qualifying taxpayers.
A Streamlined case requires more than old returns. Eligibility and non-willfulness require supported facts; an automated records summary does not determine either.
Any available preparation workflow must identify the returns, FBARs, information returns, and certification work in a written scope before payment. This topic page does not accept an engagement.
Complex Expat Returns
Some returns don't fit neatly into a standard annual-return scope.
Additional schedules, multiple income sources, foreign assets or entities, prior-year issues, and other cross-border facts can require a separate scope beyond a supported evidence plan.
Preparation is available only where a connected workflow and an accepted written scope are expressly offered.
FOREIGN GIFTS AND INHERITANCE · AI AGENT REVIEW
A source-indexed evidence plan for a supported direct receipt
The $199 Foreign Gift & Inheritance Filing Plan organizes supported direct foreign-individual gifts and estate bequests for one selected year. Two AI agent passes check the supplied evidence; deterministic rules calculate receipt totals and the Form 3520 Part IV threshold.
No human reviewer checks the plan. Evidence gaps remain unresolved with reasons, and excluded facts require a separate scope. The organizer is included only within the accepted plan; filing, valuation, legal advice, and tax-return preparation are separate.
INHERITED FOREIGN PROPERTY
Inheritance records and a fictional reporting example
Inherited one directly held property abroad? Explore the fictional sample and local organizer for documenting the inheritance chain, U.S. reporting questions, evidence gaps, and next actions.
New requests and purchases are paused while this product’s agent workflow is being connected. No human review is offered. The educational materials cover one property, one beneficiary interest, and one selected reporting year; they do not provide a personalized plan or valuation.
ADDITIONAL TAX ISSUES
Questions that need an accepted scope
Some tax questions depend on an accepted preparation scope. They are not automatically answered by an evidence organizer or plan.
Foreign Tax Credit
Foreign income taxes can affect Form 1116 and a U.S. return, including applicable carryover considerations within the engagement scope.
FEIE vs. Foreign Tax Credit
Comparison of the Foreign Earned Income Exclusion and Foreign Tax Credit when the taxpayer's facts make both approaches relevant.
State filing questions
State-residency and filing considerations require their own supported scope. Moving abroad does not automatically terminate every state filing obligation.
These issues require a supported scope and are not assumed to be included in every evidence plan.
SCOPE
What FileAbroad does not handle
FileAbroad focuses on U.S. individual reporting topics for Americans abroad.
You may still be a FileAbroad fit if you currently live in the United States. The relevant question is not only where you live today; it is whether your U.S. filing or reporting problem involves foreign accounts, assets, inheritance, gifts, property, entities, prior years abroad, or a return from living abroad. FileAbroad does not take ordinary domestic-only returns.
FileAbroad does not provide legal advice or tax litigation services. Matters outside an available agent workflow may require an independently engaged qualified professional.
Unresolved or unsupported facts remain open questions; the agent does not assume a favorable conclusion.
NOT SURE WHAT YOU NEED?
Start with the facts and records you have.
Describe where you live, which years need attention, how you earn income, and the records available. The topic pages explain supported scope and current availability. No human consultation or review is offered.
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