Before your move

Moving Abroad Tax Plan

Prepare for your move with a written U.S. tax plan covering your departure year, records, important dates, and questions to resolve.

“What should I organize before I move?”

$295 USD

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No payment or documents needed now. Scope and fee confirmed before you decide.

What you receive

Review of one household's planned move to one destination country and its departure tax year.
A written overview of U.S. federal filing considerations and state tax issues that may require additional review.
A timeline of records to retain and actions to consider before and after departure.
Questions to discuss with your employer and an adviser in your destination country.
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:

Foreign-country tax, immigration, or legal advice.
Tax return preparation, exact tax projections, and comparison of multiple destinations or move dates.
Business restructuring, expatriation or citizenship-renunciation planning, and a formal state-residency opinion.

Delivery and follow-up

Target: 5 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.