We specialize in expatriate tax work

U.S. Expat Taxes Made Simple

If you’re a U.S. expat or planning to move abroad, navigating the complex world of U.S. tax requirements can be overwhelming. The rules change frequently, penalties are severe, and mistakes can cost thousands. Expatriate taxation is a highly specialized area that requires a CPA firm with extensive experience in handling it. Our team has guided U.S. citizens, Green Card holders, and their families through this unique process for many years.

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Avoid Costly Mistakes with Experienced Guidance

Expatriate taxation is highly specialized, and the Foreign Account Tax Compliance Act now requires over 110 countries to report financial accounts held by U.S. citizens and Green Card holders to the IRS.

The rules change frequently and can be counter-intuitive. Just a simple oversight can cost a taxpayer $10,000 or more. It’s crucial to work with a CPA firm that specializes in expatriate taxation rather than one who handles only a handful of cases each year.

Compliance Obligations for U.S. Expatriates

Income Tax Filings

These issues can be complex and have major ramifications. Incorrectly handling overseas retirement accounts, residency status, the number of days outside the U.S., and foreign tax credits against U.S. tax can easily cost a taxpayer tens of thousands of dollars.

Foreign Bank Account Reporting (FBAR)

Bank and/or investment accounts (including many retirement accounts) where a person has signatory authority must be reported if they total over $10,000 at any time in the year. Penalties are severe but voluntary filings can help minimize risks. 

Foreign Financial Asset Reporting (FATCA)

Additional reporting is required if foreign bank and investment accounts exceed certain thresholds. Penalties are severe, but compliance is crucial to avoid major financial implications.

Foreign Business Ownership Reporting

U.S. citizens and Green Card holders must report ownership in foreign trust and more than 10% ownership in non-U.S. businesses. Non-compliance can result in penalties up to $100,000 per failure.

Why Choose Smith Patrick for Your Expat Tax Needs?

Serving clients locally, nationally, and internationally, Smith Patrick CPAs is dedicated to providing expertise and guidance to expatriates every step of the way.

Extensive Expertise

We’ve helped clients in over 80 countries. Our award-winning team has years of hands-on experience working with expats, so you don’t have to navigate tricky forms and changing rules alone.

Complete Compliance

From Form 1116 for the Foreign Tax Credit to FBAR and FATCA requirements, we make sure you’re fully compliant and avoid costly penalties.

Tailored Solutions

Whether you’re already settled abroad, planning your first move, or need help with multi-year filings, we know how to make this process straightforward.

What Our Clients Say

I’ve lived abroad for many years and didn’t always actively keep up with filing my taxes back home. I had no idea how to get everything up to date. That’s when I sought help from Smith Patrick, and I couldn’t be happier. The team helped me navigate everything and get it all in good order. Everything was very clear, and it was a stress-free process for me. Highly recommend!
Matt Courtois
As an expatriate with a somewhat complicated tax situation, I give the professionals at Smith Patrick my highest recommendation. They put their expertise at the client’s disposal and are invariably helpful and quick to respond to all my questions.
David Castronuovo
Trying to get your taxes done while working overseas as an expatriate can be daunting. However, Smith Patrick CPAs has made the process extremely easy. The staff are always open to questions and provide accurate information quickly. International tax issues can seem complicated, but Smith Patrick CPAs makes expatriate taxes clear and understandable. They provide quality, trustworthy, and personalized service tailored to those with international employment.
Dr. Dorian Livingstone
Smith Patrick CPAs were recommended to me by my financial advisor. I had moved to the UK several years prior and, after missing a few U.S. tax return filings, wanted to reconcile past years and ensure I remained current going forward. The team was understanding of my situation, patient as I worked to find and provide the documents needed, and efficient in preparing all the relevant returns. While my situation became slightly more complex when I then moved to Switzerland, they have remained knowledgeable and trusted advisors as we have navigated the tax implications in a new country.
Kristine Kelly
I’ve been a client of Smith Patrick CPA for a few years now and cannot recommend them more highly! I am an expat living abroad and the team at Smith Patrick has always been so incredibly patient and helpful with me, attending immediately to all my questions (and I have many!), and always helping me figure out the best way to make sense of my taxes. I always feel well-cared for and the service is always prompt and personable. Thank you for always being so professional and friendly.
Naila Farouky

Our Process: Bringing Peace of Mind to Expats Everywhere

Consultation

We begin with a conversation to understand your unique tax situation, covering residency, income sources, and asset details.

Review & Compliance

We’ll ensure all forms are filed correctly, including FBAR (FinCEN Form 114) and Foreign Earned Income Exclusion (Form 2555).

Planning Ahead

Tax planning isn’t just about compliance—we’ll help you optimize your tax position while you’re abroad to keep your liabilities in check.

Don’t Leave Your Expat Taxes to Chance

Tax mistakes can cost tens of thousands of dollars and even result in passport denial or severe penalties. At Smith Patrick CPAs, we make sure your expatriate tax obligations are met—accurately and on time.

With years of successful multi-year filings and experience with clients worldwide, we’re your trusted partner for expatriate tax matters.

Ready to Simplify Your Expat Taxes?

Call us today to get started and put an experienced team in your corner. An oversight in expatriate taxes can cost thousands—let us help you avoid costly mistakes.

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