US Expat Taxes

are complicated.

Our qualified CPAs

make it easy for

you.

OptimizeTax is trusted by hundreds of Americans living abroad for expert expat tax preparation, FBAR filing, and international compliance.
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American Passport | Expat Tax Preparation

Complete US Expat Tax Services

From simple expat returns to complex international situations, our CPA-led team handles every aspect of US expat tax preparation with expertise in FEIE, FBAR, and international compliance.
Foreign Earned Income Form 2555 | Expat Tax Preparation

US Expat Tax Return Preparation

Complete US tax return preparation for Americans living abroad, including Form 2555 for FEIE, foreign housing exclusion, and optimization of all available expat tax benefits.
International Tax & Compliance Services | FBAR Report Expat Tax Preparation

FBAR & International Compliance

Complete foreign account reporting including FBAR, Form 8938 (FATCA), and all required international disclosure forms to ensure full IRS compliance.
Nikon Camera and some books and pencil on a city maps

Digital Nomad & Freelancer Tax Services

Specialized tax preparation for location-independent Americans, including multi-country income tracking, travel expense optimization, and remote work compliance.
A macbook on the table

Foreign Business Ownership & Investment

Complex tax planning for Americans with foreign business interests, including controlled foreign corporations, passive foreign investment companies, and international partnerships.
Form 1099 | Expat Tax Preparation

American Retiree Abroad Tax Services

Retirement-focused tax planning for Americans living abroad, including Social Security, pension distributions, and foreign retirement account reporting.
Expat Tax Preparation

Non-US Citizens Investing in America

Tax preparation and planning for non-US citizens with US investments, including proper withholding, treaty benefits, and compliance requirements.
Two accountant specialist looking at a paper and smiling | Tax Services | Business Tax preparations | Expat Tax Preparation

How it’s work

Easy Steps To Get Our
Tax Services

Follow the easy 3 steps to file your Taxes securely for maximum refund.

Schedule a free Consultation call

Talk to us via live chat, WhatsApp or schedule a quick call, we’ll evaluate your business needs and provide a custom quote.

Fill Out our web form/upload documents

We send a secure link to upload and complete the prerequisite information required for tax filing. Simply submit the information to secure portal

We file your Taxes

On completion, we provide the draft copy for your review and sign off. We will efile on your behalf with IRS

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US Expat Tax Questions Answered

Get answers to common questions about US expat tax preparation, FEIE eligibility, FBAR filing, and what to expect when working with our expat tax specialists.
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Most Asked: Do I need to file US taxes while living abroad?

Yes, as a US citizen or green card holder, you must file US tax returns regardless of where you live. However, you may qualify for the Foreign Earned Income Exclusion (FEIE) and other benefits that can significantly reduce or eliminate your US tax liability on foreign income.

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How much can I exclude with FEIE?

For 2024, you can exclude up to $126,500 of foreign earned income using the Foreign Earned Income Exclusion. This amount is adjusted annually for inflation and can completely eliminate US taxes on qualifying foreign income.

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What is the physical presence test?

To qualify for FEIE, you must be physically present in a foreign country for at least 330 full days during a 12-month period. We help track your days and ensure you meet this requirement for maximum tax savings.

Do I need to file FBAR for foreign accounts?

Yes, if the total value of your foreign bank accounts exceeds $10,000 at any time during the year, you must file FBAR (FinCEN Form 114). This is separate from your tax return and has different deadlines.

Can I use both FEIE and Foreign Tax Credit?

Generally no - you cannot claim both FEIE and Foreign Tax Credit on the same income. Our CPAs analyze your situation to determine which option provides better tax savings for your specific circumstances.

What are the deadlines for expat tax filing?

US expats get an automatic 2-month extension to June 15th for filing, but any taxes owed are still due April 15th. FBAR is due by April 15th (with automatic extension to October 15th if filed electronically).

Do tax treaties affect my US filing?

Tax treaties can provide additional benefits and may affect how certain income is taxed. Our expat CPAs are familiar with treaty provisions and will apply any beneficial treaty articles to minimize your overall tax burden.

How much do expat tax services cost?

Our expat tax preparation starts at $895 for basic returns with FEIE. Complex returns with multiple foreign accounts, business income, or investment reporting are priced based on complexity. All pricing is transparent upfront.

What if I haven't filed in previous years?

We help expats catch up through the Streamlined Filing Compliance Procedures, which allows qualifying taxpayers to become compliant with reduced penalties. Don't wait - the longer you delay, the more complex it becomes.

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Do retirees abroad need to file US taxes?

Yes, US citizen retirees must continue filing US tax returns abroad. Social Security and pension income may be taxable, but foreign tax credits and treaty benefits may reduce your overall tax burden significantly.

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How are crypto investments taxed for expats?

Cryptocurrency gains are taxable regardless of where you live. Expats must report all crypto transactions, and FEIE generally doesn't apply to investment income. We ensure proper reporting and optimization of foreign tax credits.

Can digital nomads qualify for FEIE?

Yes, digital nomads can qualify for FEIE if they meet the physical presence test (330 days outside the US in a 12-month period). We help track your travel and optimize your tax position based on your nomadic lifestyle.

What about foreign business ownership?

Owning a foreign business requires additional forms like 5471 (foreign corporation) or 8865 (foreign partnership). These have significant penalties for non-compliance, so proper preparation by expat specialists is essential.

Transparent Pricing

Clear, upfront pricing for all US expat tax services. No hidden fees, no surprises. Professional CPA-led preparation for every form and compliance requirement.

FINCEN Form 114 (FBAR)

Foreign Bank Account Reporting (FBAR) is required for overseas accounts totaling over $10,000 yearly. Our service fee covers up to 5 accounts. An additional $50 fee applies for every 5 extra accounts. Ensure compliance with the U.S. Treasury.

$75

USD

FATCA (Form 8938)

FATCA Form 8938 reporting is required for foreign financial assets exceeding $50,000 for single filers or $100,000 for married joint filers. These thresholds are higher for taxpayers living abroad. We ensure compliance and accurate filing to avoid IRS penalties.

$100

USD

State Tax Return

State tax filing is required to ensure compliance with state tax laws, accurate tax payments on earned income from the state, and to avoid penalties.

$150

USD

Form 8621 (PFIC Income)

Form 8621 is required for reporting Passive Foreign Investment Companies (PFICs) if your holdings exceed $25,000 for single filers or $50,000 for married joint filers. We handle complex PFIC calculations, ensuring accurate reporting and helping minimize tax implications for foreign mutual funds and investments.

$75

USD

Form 5471

Form 5471 is required for U.S. persons with significant ownership or control (10% or more) in foreign corporations. We handle complex reporting, ensuring compliance with IRS regulations and helping you avoid substantial penalties for non-filing.

$75

USD

Bundle Pricing Available

Most expats need multiple forms. We offer package deals that can save you 15-25% when combining services. Contact us for a custom quote based on your specific situation.

What our customers are saying

Don’t just take our word for it—hear what our clients have to say about our personalized bookkeeping, tax, and advisory services.

Ready For Expert US Expat Tax Preparation?

Join hundreds of Americans abroad who choose CPA-led expat tax services with FEIE optimization, FBAR compliance, and complete peace of mind wherever you live in the world.
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