Business Details
32 Years
experience
U.S. Expat Tax Services
Expat CPA is a California-based certified public accounting firm dedicated to serving the American expatriate community since 1994. Our U.S. expat tax professionals bring extensive experience from Big 4 international accounting firms, delivering specialized tax preparation, planning, and compliance services tailored to Americans living abroad. We focus exclusively on expat tax needs, offering streamlined online processes for federal and state returns, FBAR reporting, FATCA disclosures, and complex forms like Form 5471.Committed to minimizing tax burdens while ensuring full compliance, we combine decades of expertise with personalized service, serving clients in nearly every country worldwide. Our strict privacy policy safeguards client information, and our competitive pricing ensures transparent value for expats navigating U.S. tax obligations.
Services
Federal Tax Return
State Tax Return
Form 5471
FATCA Reporting
FBAR Filing
Self-Employed Tax
Individual Consulting
Form 1040NR
Details
- Year established: 1994
Highlights and features
- 25 years of specialized expertise in expat tax compliance
- Exclusively focused on U.S. tax services for expatriates
- Award-winning CPAs with Big 4 accounting firm experience
- Strict privacy policy protecting client information
- Streamlined online filing process for global access
What people say
Thorough professionals
Timely service
Exceptional expertise
Trustworthy advisors
Services
Federal Tax Return
Preparation and filing of U.S. Individual Income Tax Returns (Form 1040) with specialized expertise for expatriates. We handle foreign earned income exclusions, tax credits, and compliance requirements for Americans living abroad. Services include tax liability calculations and submission of all required federal forms.
FBAR Filing
Comprehensive Foreign Bank Account Reporting (FinCEN Form 114) services for accounts exceeding $10,000 in aggregate value. We ensure full compliance with U.S. Treasury regulations, including proper valuation of foreign accounts and penalty mitigation strategies for delinquent filers.
FATCA Reporting
Assistance with Foreign Account Tax Compliance Act disclosures for expats with foreign assets over $50,000. Our team prepares Form 8938 filings and coordinates with financial institutions to satisfy reporting requirements while avoiding potential penalties.
Form 5471
Expert handling of information returns for U.S. shareholders in foreign corporations. We prepare Form 5471 with detailed financial statement conversions to U.S. GAAP, ensuring compliance with controlled foreign corporation (CFC) regulations and Subpart F income reporting.
State Tax Return
Preparation of state income tax returns for expats with continuing state residency ties. Our services address complex residency determinations, state-specific tax credits, and strategies to terminate residencies while maintaining compliance with aggressive states like California.
People
John Harvey
CPA, MBT
Specializing in international tax compliance with 15+ years of experience in expat tax services.
Cavan Glassman
EA
Enrolled Agent recognized for exceptional client service in complex expatriate tax situations.
Questions
When must expats file federal tax returns?
U.S. citizens abroad get automatic June 15 extension but must file if worldwide income exceeds IRS thresholds.
Do expats qualify for foreign tax credits?
Yes, Form 1116 allows credits for foreign income taxes paid, reducing U.S. tax liability on global earnings.
How does FBAR filing work?
Accounts exceeding $10,000 aggregate require FinCEN Form 114 by April 15 with $10,000+ penalties for noncompliance.
What is the Foreign Earned Income Exclusion?
Exempts up to $126,500 (2024) of foreign earnings when meeting residency or physical presence tests.
How to handle state taxes while abroad?
Depends on former state residency status. We help determine filing requirements and minimize state tax exposure.
