U.S. Expat Tax Preparation for Americans Living Abroad
Living abroad doesn’t eliminate your U.S. tax obligations. Valoria Consulting provides comprehensive U.S. expat tax preparation and international tax support for Americans living and working around the world.
- U.S. Expat Tax Expertise
- Complex International Returns
- 100% Virtual
- Worldwide Service
Worldwide Service
100% Virtual
You’re Still a U.S. Taxpayer — We Make Filing Abroad Easier
U.S. citizens and resident aliens generally remain subject to U.S. tax filing requirements while living overseas. For many expats, however, filing involves much more than an ordinary Form 1040.
Depending on your circumstances, your U.S. tax filings may involve foreign income, foreign tax credits, foreign financial accounts, investments, businesses, pensions, rental property and additional international information reporting.
Valoria helps identify the requirements that apply to your situation and brings your U.S. tax and international reporting together under one strategy.
U.S. Tax Return Preparation
Annual federal income tax preparation for Americans abroad.
Foreign Tax Credits & FEIE
Evaluate available provisions for foreign income and taxes paid overseas.
FBAR & FATCA Compliance
Reporting for qualifying foreign accounts and financial assets.
Foreign Business & Investment Reporting
International reporting associated with foreign companies, partnerships and investments.
Multi-Country Tax Planning
Tax planning for individuals with income, assets or business activity across borders.
Comprehensive U.S. Expat Tax Services
From annual tax returns to complex international reporting, our team works with Americans abroad whose financial lives extend beyond the United States.
U.S. Expat Tax Return Preparation
Preparation of federal U.S. income tax returns for Americans living abroad, including foreign wages, self-employment income, investment income, rental property and other cross-border activity.
Foreign Tax Credit — Form 1116
Foreign income taxes paid or accrued to another country may qualify for a Foreign Tax Credit, subject to U.S. tax rules and limitations.
We evaluate the interaction between foreign taxes and your U.S. return rather than treating foreign income as an isolated item.
Foreign Earned Income Exclusion — Form 2555
Certain qualifying taxpayers living and working abroad may be eligible for the Foreign Earned Income Exclusion and, where applicable, foreign housing benefits.
Eligibility and the appropriate strategy depend on the taxpayer’s individual circumstances.
FBAR — FinCEN Form 114
U.S. persons with qualifying foreign financial accounts may be required to report those accounts separately from their income tax return.
FATCA — Form 8938
Certain taxpayers with specified foreign financial assets exceeding applicable thresholds may have additional reporting obligations under FATCA.
Foreign Business Reporting
Ownership or involvement in a business outside the United States can trigger substantial U.S. information-reporting requirements.
Depending on the entity and circumstances, filings can include:
- Form 5471 — Certain foreign corporations
- Form 8865 — Certain foreign partnerships
- Form 8858 — Certain foreign disregarded entities and branches
International Investment Reporting
Foreign investments can create additional U.S. tax and reporting considerations, including potential reporting involving foreign financial assets, foreign trusts or companies, and certain foreign investment companies.
Haven’t Filed U.S. Taxes Since Moving Abroad?
You may have options for getting back into compliance.
Some U.S. taxpayers living overseas discover years after moving abroad that they were still required to file U.S. tax returns or report foreign financial accounts.
Depending on the circumstances, taxpayers whose failures were non-willful may qualify for the IRS Streamlined Filing Compliance Procedures.
Valoria can help evaluate your filing history, identify missing returns and international reporting, and determine the appropriate path toward compliance.
Which Situation Sounds Like Yours?
Expat Tax Services Built for Life Across Borders
Employees Working Overseas
Foreign wages, benefits and employer compensation.
Business Owners & Entrepreneurs
Foreign entities, ownership reporting and cross-border business activity.
Self-Employed Professionals
U.S. reporting considerations for independent professionals abroad.
Executives
International compensation, equity and multi-country income.
Investors
Foreign investment accounts and international assets.
Americans Married to Foreign Spouses
Cross-border filing and reporting considerations.
Retirees Abroad
Foreign pensions, retirement income and investment reporting.
Americans Catching Up on Prior Filings
Support for taxpayers who haven’t remained current with U.S. filing obligations.
U.S. Expat Tax Services Around the World
Valoria works virtually with U.S. taxpayers living throughout the world.
Popular locations
- United Kingdom
- Canada
- Spain
- Portugal
- Italy
- France
- Germany
- Mexico
- Australia
- Netherlands
International Finances Require More Than Basic Tax Preparation
Complex International Experience
We work with returns involving foreign income, financial accounts, investments, businesses and multiple reporting regimes—not simply domestic Form 1040 preparation.
Comprehensive Approach
We consider your income tax return alongside relevant international information-reporting obligations.
Tax Professional & Attorney Support
Complex international matters can involve both tax preparation and legal considerations. Attorney consultation is available where appropriate.
100% Virtual
Securely work with our team from anywhere in the world.
Frequently Asked Questions About U.S. Expat Taxes
Do Americans living abroad still have to file U.S. taxes?
Generally, U.S. citizens and resident aliens remain subject to U.S. federal income tax filing requirements while abroad when applicable filing requirements are met. U.S. taxpayers generally report worldwide income regardless of where they live.
Will I be taxed twice on the same income?
Not necessarily. Depending on the circumstances, provisions such as the Foreign Tax Credit and Foreign Earned Income Exclusion can help reduce the effect of double taxation.
Do I need to file an FBAR?
U.S. persons generally have an FBAR filing requirement when the aggregate value of applicable foreign financial accounts exceeds $10,000 at any point during the calendar year.
What if I haven’t filed U.S. taxes for several years?
The appropriate compliance approach depends on your circumstances. Certain qualifying taxpayers whose failure to comply was non-willful may be eligible for the IRS Streamlined Filing Compliance Procedures.
Can Valoria prepare my taxes if I live outside California?
Yes. Valoria’s expat tax services are provided virtually to U.S. taxpayers living throughout the world.
When are U.S. tax returns due for Americans living abroad?
Certain U.S. taxpayers living abroad receive an automatic two-month extension to file, although the rules regarding filing, payment and interest should be considered separately.
What happens if I own a foreign company?
Foreign business ownership can create additional U.S. tax and information-reporting requirements. The applicable forms depend on factors including the entity type, ownership percentage and activities.
What’s the difference between FBAR and FATCA?
They are separate reporting regimes with different filing mechanisms, thresholds and requirements. Some taxpayers may have to comply with both.
Get Your U.S. Expat Taxes Handled Correctly
Whether you need this year’s tax return prepared, have foreign accounts or business interests, or need to catch up on prior filings, our team can help you understand your U.S. reporting requirements and move forward.
Schedule Your Confidential Consultation
Tell us about your situation — living abroad, foreign accounts, foreign businesses, or missed filings — and an international tax specialist will follow up with next steps.
We typically respond within one business day.
Our Contact Information
Address
301 Bayview Cir, Newport Beach, CA 92660
Operations@valoriaconsulting.com
Based in California. Serving U.S. taxpayers worldwide.