Your Expat Tax Roadmap
Personalized service · Free request
Get a personalized written assessment of your U.S. filing situation, the records you need, and your next steps.
Target: 3 business days after complete intake
Download and get organized
$39
Expat Tax Organizer
DIY workbook · One-time purchase
Keep your travel, foreign accounts, and tax documents organized with a reusable preparation workbook.
Workbook and PDF guide, delivered after payment
Account reporting
From $100
FBAR Done for You
Personalized service · Free request
Send your foreign-account details securely. We prepare your FBAR, obtain your approval, and provide filing confirmation.
Target: draft ready in 5 business days after complete intake
Moving Abroad Tax Plan
Personalized service · Free request
Prepare for your move with a written U.S. tax plan covering your departure year, records, important dates, and questions to resolve.
Target: 5 business days after complete intake
Missed Filings Assessment
Personalized service · Free request
Understand your missing U.S. filings with a written inventory of the gaps, records to gather, and recommended next steps.
Target: 5 business days after complete intake
Review a filed return
From $295
Expat Tax Return Second Look
Personalized service · Free request
Get a written review of one U.S. federal individual tax return, with findings and recommended corrections or further investigation.
Target: 7 business days after complete intake
Year-End Tax Check-In
Personalized service · Free request
Tell us what's changed since your last return. Receive a prioritized list of U.S. tax matters to address before year-end.
Target: 5 business days after complete intake