U.S. Tax Preparation for Expats & Foreign Nationals — Simplified & Compliant
Whether you’re a U.S. citizen abroad or a foreign national with U.S. ties, we handle the complexity so you don’t have to. TC Advisors provides clear, accurate, and fully compliant expat tax services built for your peace of mind.
Why Specialized Expat / Foreign National Tax Prep Matters
If you live outside the U.S., or you’re a non-U.S. person with U.S. income, U.S. tax law still applies in many ways. The rules for reporting foreign income, foreign bank accounts, housing, and treaty benefits can get complicated. Mistakes can lead to penalties, missed savings, or duplicated taxation.
At TC Advisors, we focus on expat & foreign national clients to provide not just tax filing, but strategic planning: we help you reduce your U.S. tax burden, stay compliant with IRS & FATCA rules, and make use of all the benefits available under the law.
Our foreign / expert tax services are built for:
Small & Mid-Sized U.S. Citizens or Green Card Holders Living Abroad Businesses
Getting full clarity on worldwide income reporting, exclusions, and credits.
Foreign Nationals Earning U.S. Source Income
Non-residents, dual status, or those with investments, rental, or consulting income tied to the U.S.
Remote Workers & Digital Nomads
Those working abroad for U.S. or foreign companies who need to understand foreign earned income exclusion, treaties, etc.
Returning Expats or Foreign Nationals Moving to the U.S.
To plan ahead, manage dual tax years, and align with U.S. tax requirements.
Whether you’re a sole proprietor just getting started or a multi-entity business managing complex finances, we tailor every plan to your goals and industry.
What we offer
What Our Expat / Foreign National Tax Prep Includes
We tailor every engagement to your situation, but here are the services we typically provide:
Worldwide Income & Foreign Income Reporting
- U.S. citizens and resident aliens must report income from all sources, including foreign wages, investments, and pensions.
- Non-resident aliens have specific reporting requirements for U.S. source income.
Foreign Earned Income Exclusion (FEIE) & Foreign Housing Exclusion/Deduction
Foreign Tax Credit / Treaty Benefits
Claim credit for foreign taxes paid to avoid double taxation. Greenback Expat Tax Services+1
Use tax treaties where applicable to reduce or eliminate U.S. taxes on certain types of income.
FBAR, FATCA & Foreign Asset Reporting
Reporting foreign bank accounts when balances exceed thresholds.
Reporting foreign assets under FATCA (Form 8938) when required.
Nonresident Alien / Dual Status Issues
- Guidance for non-residents earning U.S. income — how to maximize treaty benefits and avoid surprises.
- Rules for dual status or changing residency / visa status.
Full U.S. Tax Return Preparation
- Completing Form 1040 (for U.S. citizens / residents) or appropriate nonresident returns.
- Handling all additional schedules and forms (e.g. Form 2555, 1116, 8938, FBAR) necessary for your situation.
Key Rules & Limits You Should Know
- In 2025, FEIE allows qualifying expatriates to exclude up to $130,000 of foreign earned income.
- The Physical Presence Test requires 330 full days abroad in any 12-month period; the Bona Fide Residence Test requires being a resident of a foreign country for a full tax year
- Some foreign housing expenses may be excluded or deducted, subject to limits.
- You may be required to file FBAR if foreign bank accounts have aggregate balance over $10,000 at any point in the year.
- Treaties between the U.S. and other countries can affect tax residency, withholding, or exempt income — understanding treaty provisions is key.
why choose TC ADVISORS FOR expat/foreign national taxes
We walk through complexity so you don’t have to — personalized filings, not “one-size-fits-all.”
Clear communication: we’ll explain what needs doing, what savings are possible, and what deadlines must be met.
Proactive compliance: avoiding penalties, late filings, or missing disclosures (important with FBAR / FATCA).
Strategic planning: helping you structure income, housing, and residency to minimize your U.S. tax exposure.
Our Process
01
Initial Review & Intake — Gather your foreign income, residency status, visa / citizenship details, foreign asset info, and prior returns.
02
Document Collection & Qualification Assessment — Determine eligibility for FEIE, housing exclusion, treaty benefits; check foreign tax paid.
03
Return Preparation & Filing — Prepare U.S. federal (and state, if applicable) tax returns with all required forms; verify deadlines and extensions.
04
Ongoing Advisory — Planning for next year, whether moving abroad, changing status, or getting new income sources in or out of the U.S.
“A software engineer based in Berlin approached TC Advisors after years of filing incorrect returns. We reviewed her foreign income, verified treaty eligibility, claimed FEIE & housing exclusion, reported her foreign bank accounts, and amended prior filings. Result: lowered tax liability and avoided penalties.”
Don’t Let U.S. Taxes Abroad Be a Source of Stress
Get expert help to file correctly, reduce your tax burden, and stay compliant—whether you’re living overseas or connected to the U.S. with foreign income.