U.S. Taxation

Tax Consulting for U.S Citizen Expatriates

U.S. citizens are required to file an annual income tax return regardless of their country of residence, and may also be required to fulfill certain information reporting requirements. Examples of these are

• Annual foreign bank account and foreign financial account reporting
• Report on ownership in foreign corporations
• Report on beneficial interest in foreign trusts and transactions with foreign trusts

U.S. expatriates who have employment income or self-employment income may benefit from the foreign earned income (FEI) exclusion to reduce their U.S. income tax expense.

Services that I provide include:

• Federal and state income tax returns
• FinCEN Form 114 Report of Foreign Bank and Financial Accounts (FBAR)
• Form 8938 Statement of Specified Foreign Financial Assets
• Form 5471 Information Return of U.S. Persons With Respect To Certain Foreign Corporations
• Form 3520-A Annual Information Return of Foreign Trust With a U.S. Owner
• Form 3520 Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
• Form 8891 U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans

For new clients who wish to have an initial consultation, we can meet in a video conference call. The fee for this initial consultation is billed at my hourly rate with a one-hour minimum, and I give you a credit of one-half of this initial fee for any follow-up work that you ask of me. For more details contact me through my email address shown on this web page.

Do not hesitate to contact me if you have any questions about my services or anything else you read about on this web site.