Expat Tax Planning & Return Preparation

Taxes are an integral part of our financial lives, not something that happens once a year. Decisions made with respect to our employee benefits, retirement plans, heath care expenses, and many other choices can affect our tax liability. Expats have an additional layer of complexity to consider because of multiple jurisdictions, tax treaties, currency fluctuations, and foreign credits. Remote Financial Planner works with clients to make smart decisions throughout the year to reduce their liability and meet their annual filing requirements.

Expat Tax Services

  • Foreign Earned Income Exclusion (FEIE)
  • Foreign Bank | Investment Account Reporting (FATCA)
  • Physical Presence | Bona Fide Residence Testing
  • Foreign Housing Exclusion
  • Foreign Trust Reporting
  • Foreign Tax Credits

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Need Help Meeting Your Tax Filing Obligations?


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