Annual Tax Filing Options for Expats
Choose the tax preparation option that best fits your needs! Whether you're looking for an affordable, no-frills return preparation or need comprehensive support from a tax professional, we’ve got you covered.
We offer two distinct services to fit your tax filing needs as an expat. Choose the option that works best for you:
1. Budget Tax Return Preparation – A cost-effective solution for those who want their tax return prepared and reviewed for accuracy before filing. This option is ideal for expats looking for affordability without compromising compliance.
2. Full-Service Expert Filing – Work one-on-one with a tax professional for a fully guided experience. This option ensures your taxes are handled with expert oversight, maximizing deductions and maintaining compliance with all tax laws.
Key Differences Between Services
| Feature | Budget Filing | Full-Service Filing |
|---|---|---|
| Federal Tax Return | ✔ Included | ✔ Included |
| FBAR (Foreign Bank Account Report - Up to 5 Accounts) | ✔ Included | ✔ Included |
| Additional Foreign Bank Account Report | ✔ Available | ✔ Available |
| Foreign Earned Income Exclusion (FEIE) | ✔ Included | ✔ Included |
| Foreign Tax Credit (FTC) | ✔ Included | ✔ Included |
| Form 8938 (FATCA) Filing | ✖ Not Included | ✔ Included |
| Dedicated Accountant | ✖ Not Included | ✔ Included |
| Tax Advice on Expat Tax Matters | ✖ Not Included | ✔ Included |
| Email Support | ✖ Not Included | ✔ Included |
| State Tax Return | ✖ Not Included | ✔ Available |
| Foreign Corporation Filing | ✖ Not Included | ✔ Available |
| Phone Consultation | ✖ Not Included | ✔ Available |
| Rental Schedule E | ✖ Not Included | ✔ Available |
| Business Schedule C | ✖ Not Included | ✔ Available |
| K-1 (Partnership/S-Corp Income) | ✖ Not Included | ✔ Available |
Which Tax Filing Option is Right for You?
Budget filing was designed for those taxpayers who have a fairly
easy expat tax situation. It is mostly designed for filers who have
lived abroad the entire year and who have wages, small amounts of
interest, or dividends and need a foreign bank account report. It is
designed for taxpayers who are expecting to owe zero in tax in the
USA based on their prior experience and who want a budget filing
option. If you just want to provide your tax data and get a tax
return, this is the best option for you!
Otherwise, most our clients choose the full-service option. If you want
to have an experienced accountant available to assist you with technical
tax questions, this is the better option. If you want to have an accountant
who you can reach out to during the year with questions, this is a better
choice. If you have a more complicated situation like a rental property,
foreign corporation, or small business, this is the more appropriate
option.
Click Below to See Our General Pricing or Contact Us
Client Testimonial
"Navigating both current and back taxes with foreign income was something that really stressed me out for a number of years. As a result, I kept putting off the inevitable. After speaking with Independence Expat Tax, I finally felt at ease. They took the stress out of the equation and did an excellent job on my tax returns for the last several years. I highly recommend them and will continue using their services!"- Jacob S.