Business Details
32 Years
experience
Trusted Expat Tax Services for Americans Abroad
Expat CPA is a California-based certified public accounting firm dedicated to serving the American expatriate community. Established in 1994, we specialize in U.S. expat tax preparation and planning, leveraging decades of experience and Big 4 international accounting firm expertise. Our services include federal and state tax returns, FATCA and FBAR reporting, streamlined procedures for delinquent filers, and individual consulting. We prioritize a client-centric approach, offering a 4-step online process for compliance, strict privacy policies, and competitive fees.With over 10,000 expat tax returns produced and a 99% client satisfaction rate, we are committed to minimizing tax burdens while ensuring adherence to evolving IRS regulations. Our team of CPAs provides personalized support, emphasizing transparency, expertise, and global accessibility for clients in nearly every country.
Services
Federal Tax Return
State Income Tax
Form 5471
Self-Employed Tax Return
FATCA Reporting
FBAR
Streamlined Procedure
Individual Consulting
Form 1040NR
Details
- Year established: 1994
Highlights and features
- We offer 25+ years of expat tax expertise with Big 4 accounting firm experience.
- Our 4-step online process simplifies U.S. expat tax compliance.
- Strict privacy policies ensure secure handling of sensitive financial data.
- Competitive fees with transparent pricing for all services.
- Dedicated CPAs provide personalized support for complex international tax needs.
Associations and certifications
- CPA
What people say
Thoroughness, timeliness, professionalism
Excellent service
Speedy assistance
Competitive fees
Trusted advisors
Services
Federal Tax Return Preparation
Expat CPA specializes in federal tax returns for U.S. citizens abroad, ensuring compliance with IRS requirements. We handle income exclusions, foreign tax credits, and deductions to minimize liability. Our CPAs stay updated on evolving regulations, providing accurate filings tailored to expatriate circumstances.
FBAR Reporting
We assist with FinCEN Form 114 filings for foreign accounts exceeding $10,000. Our team ensures accurate reporting of financial interests and signature authority to avoid penalties. Services include preparation, review, and submission of FBARs for expats worldwide.
FATCA Compliance
Expat CPA prepares Form 8938 for specified foreign financial assets above IRS thresholds. We guide clients through reporting requirements, exemptions, and penalties, ensuring alignment with FATCA mandates while safeguarding against non-compliance risks.
Streamlined Procedure
Our streamlined package resolves unfiled returns and FBARs for non-willful expats. We prepare 3 years of federal returns and 6 years of FBARs, reducing penalties and restoring compliance. Services include IRS submission and audit support.
State Tax Filing
We address state tax obligations for expats, including residency termination, part-year filings, and exemptions. Our experts navigate complex state rules to minimize liability while ensuring adherence to filing requirements for global taxpayers.
Questions
Do expats need to file U.S. federal tax returns?
Yes, if your income meets IRS thresholds. Expat CPA helps determine eligibility and simplifies filing for global residents.
Are state taxes required for expats?
Depends on residency status. We assist in severing ties or filing part-year returns to minimize liability.
What is FBAR and who must file?
FBAR reports foreign accounts exceeding $10,000. Expat CPA ensures compliance to avoid penalties.
How does FATCA affect expats?
FATCA requires reporting foreign assets over $200,000. We handle Form 8938 filings and related compliance.
Can I catch up on delinquent tax filings?
Yes, our streamlined procedure package includes 3 years of returns and 6 years of FBARs with penalty relief.
