Can Greenback Help Me Prepare for Expat Taxes Before I Move Abroad?

Yes. Greenback offers paid pre-move tax planning consultations for U.S. citizens and green card holders preparing to move abroad. Consultations start at $250 and are scheduled by video, phone, or email.

What pre-move planning typically covers:

• FEIE eligibility: Foreign Earned Income Exclusion eligibility and the Physical Presence Test vs. the Bona Fide Residence Test choice
• FTC strategy: Foreign Tax Credit strategy for your destination country
• State residency: Planning so you don’t accidentally remain a state resident after moving
• Foreign-account setup: Considerations that affect future FBAR and FATCA reporting
• Move timing: Optimizing your filing position for the year of departure

A pre-move consultation is independent of return-prep services. If you’re moving abroad mid-year, you can also engage Greenback for the full return prep that covers the dual-status year.

Schedule a consultation to start the conversation.