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Your Expat Tax Roadmap
Get a personalized written assessment of your U.S. filing situation, the records you need, and your next steps.
“What do I actually need to do?”
$149 USD
Send a free requestNo payment or documents needed now. Scope and fee confirmed before you decide.
What you receive
- Review of one individual's or jointly filing couple's situation for one tax year, based on the information supplied.
- A written outline of potential U.S. filing issues and any questions that need further review.
- A personalized records checklist and prioritized next steps.
- A preparation quote when your situation fits FileAbroad's services.
- One follow-up clarification within 14 days.
Scope to know before you start
The listed fee covers the work described above. These items require a separate engagement or another professional:
- Tax return preparation, filing, or amendments.
- Tax calculations, multi-scenario projections, or a review of a previously filed return.
- A legal opinion, foreign-country tax advice, or a determination of eligibility for a compliance relief program.
Delivery and follow-up
Target: 3 business days after complete intake
Delivery targets begin after the engagement is accepted, payment clears, and all requested information is complete. I confirm the delivery date before work starts.
Each personalized service includes one clarification about the original scope, submitted within 14 days of delivery. Additional years, documents, calculations, or scenarios are scoped separately.