Our Services
Core Individual Filings (Annual Returns)
The backbone of our practice. We handle standard federal returns for expats, ensuring all international exclusions and credits are applied correctly to prevent double taxation.
Federal Form 1040
Foreign Earned Income Exclusion (Form 2555)
Foreign Tax Credit (Form 1116)
Digital Nomad & Freelance (Schedule C)
We specialize in the "business-of-one." If you are a freelancer, consultant, or remote worker operating through a sole proprietorship, we manage your self-employment tax obligations alongside your expat requirements.
Schedule C Preparation
Self-Employment Tax Optimization
Home Office & Global Business Expenses
International Information Reporting
Staying compliant isn't just about the tax you owe; it’s about the accounts you disclose. We streamline the filing of critical information returns to keep you in good standing with the IRS and Treasury.
FBAR (FinCEN Form 114)
FATCA Reporting (Form 8938)
Annual Information Returns
Streamlined Catch-Up
(IRS Amnesty)
If you are behind on your U.S. taxes, the IRS offers a path to get current without facing late-filing or payment penalties. We specialize in the Streamlined Foreign Offshore Procedures, providing a structured, flat-fee package to bring you back into full compliance.
3 Years of Tax Returns
6 Years of FBARs
Streamlined Certification Statement (Form 14653)
How It Works
1. Secure Document Upload
Once you’re ready to begin, you’ll receive access to our encrypted client portal. You can securely upload your tax documents and complete our streamlined expat questionnaire at your own pace.
2. Professional Preparation & Review
Patrick personally handles the preparation of your return, ensuring every international exclusion and credit is applied correctly. We use professional-grade systems to cross-reference your data against current IRS requirements for total accuracy.
3. Review and E-File
After a final review of your draft, we handle the electronic filing of your federal return and FBAR. You’ll receive digital copies of everything for your records, along with confirmation that your filing obligations have been met.
What We Don't Do
To maintain our efficiency and low flat rates, we do not provide the following:
Tax Planning or Wealth Advisory
Bookkeeping or Payroll
Complex Corporate/Partnership Returns
State Tax Returns (unless linked to a simple federal filing)
Professional Expat Tax Preparation, Simplified.
Skip the confusion of DIY software and the high cost of big-box firms. Professional filing made easy.