Expat Tax Professionals

A simple solution just for you.

Filing expat taxes doesn't need to be complicated.

Qualifying takes minutes.

To find out if EZ is for you, just answer a few simple questions. We'll review your answers and let you know if you are a candidate for Expat EZ.

* Please select the country of residence

* Please select the tax year

Continue

Just a few more questions to better understand your needs.

Are you a U.S. Citizen?

Yes

No

How many non-US financial accounts (bank and pension accounts) do you hold?

5 or less

More than 5

Did you receive any of the following types of income? Select all that apply.

Employment compensation

Bank savings interest

Any other income

Non-US company/entity (corporation, partnership, trust)

Ownership of a non-US company may result in additional tax reporting obligations and complexities. According to US tax law, your company generally falls under one of three entity classifications: corporation, partnership, or trust.

X

Non-US mutual fund or tax-advantaged investment fund

Non-US mutual funds may be so-called “PFICs”, which have additional reporting considerations, whether held directly or through a tax-advantaged fund (e.g., Stocks and Shares ISA or Cash ISA in the UK, Kiwi Saver in New Zealand, RRSP in Canada).

X

Self-managed superannuation fund (Australia / New Zealand)

A self-managed super fund (SMSF) often has special US tax reporting requirements, because of the investments held within the fund. US tax law may look through the fund to determine such reporting requirements.

X

None apply

Did you receive any of the following? Select all that apply.

A non-US trust distribution

A US beneficiary of a non-US trust is subject to special tax reporting requirements for the tax year in which he or she receives a payment or other distribution from the trust.

X

A gift or bequest of more than $100,000 from a non-US person

Special tax reporting is required for US persons who receive certain large gifts or bequests (more than $100,000) from a non-US person, which can include a nonresident alien (“NRA”) or a non-US estate.

X

None apply

Please confirm that the total value of your non-US financial assets (e.g. bank and pension accounts and company interests) was BOTH:

(i) not more than $200,000 ($400k for married joint filers) on the last day of the tax year, AND (ii) not more than $300,000 ($600k for married joint filers) at any time during the tax year.

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While EZ is easy, you may want the peace of mind that comes from our broader expertise.

Some returns are more complex, and sometimes you want access to a broader range of services.

If this sounds like something for you, Expat Tax Professionals may be the better answer for your unique needs. With ETP you get our robust digital tools, backed by a full team of CPAs, EAs and U.S. tax attorneys.

Expat Tax Professionals

Looking for something super EZ?

With Expat EZ, filing is a breeze.

About One Hour of Your Time.

One Flat Fee. No Exceptions.

About One Day To Proces Your Return.

Expat, Expert, and EZ

$299

Flat rate filing that offers real value.

Qualifying takes minutes.

Just a few more questions to better understand your needs.

While EZ is easy, you may want the peace of mind that comes from our broader expertise.

Some returns are more complex, and sometimes you want access to a broader range of services.