FAQs in category: Services + Pricing

Question 1

Will I Have to Pay US Taxes on an Investment Account That Is Tax-Free in the UK?

Accepted Answer

Yes. While certain UK investment accounts—like ISAs (Individual Savings Accounts) and GIAs (General Investment Accounts)—may be tax-free under UK law, they do not receive the same tax-free treatment from the IRS.

As a US citizen or Green Card holder living in the UK, you are still required to report worldwide income on your US tax return, including any:

Interest
Dividends
Capital gains
Distributions from tax-advantaged UK accounts

This income must be reported to the IRS each year it’s earned, regardless of its UK tax status.

Why Are These Accounts Taxed in the US?

The US does not recognize ISAs or GIAs as tax-exempt accounts. That means even if they’re tax-sheltered or tax-free in the UK, you must still report the income to the IRS.

Additionally, many UK-based investments—especially mutual funds or ETFs inside ISAs—may be considered Passive Foreign Investment Companies (PFICs) under US tax law. These come with complex reporting requirements (Form 8621) and higher tax rates.

Learn more about PFICs and expat investment tax issues

How Can I Minimize US Tax Complexity on UK Investments?

To avoid unnecessary complications and costly reporting:

Avoid UK mutual funds or pooled investment products inside ISAs
Consider investing in individual stocks or bonds, where you’re the direct owner of the asset
If your ISA is held through a UK financial institution and consists of individual investments, it won’t be treated as a foreign trust, simplifying your filing

What About Capital Gains Tax Rates?

Capital gains on UK investments are taxed by the IRS at the same rates as US-based investments:

Long-term capital gains (held over 1 year): Up to 20%, depending on your income bracket
Short-term capital gains (held 1 year or less): Taxed at your ordinary income tax rate

Your Greenback accountant will help you report your investment income properly and explore available foreign tax credits to reduce double taxation.

Explore how we help expats with investment-related tax reporting

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 2

What Is the Process for Filing Both My US and UK Expat Tax Returns? Will I Have to Upload Everything Twice?

Accepted Answer

No, you won’t need to upload your documents twice. Greenback makes it simple to file your US and UK tax returns through a single, secure portal and a team that works together behind the scenes, saving you time, stress, and money.

What Is HMRC and Why Does It Matter?

The UK equivalent of the IRS is His Majesty’s Revenue & Customs (HMRC). HMRC is responsible for collecting taxes, enforcing regulations such as the national minimum wage, and distributing certain state benefits.

If you’re an American living in the UK, you may be required to file a UK Self-Assessment Tax Return with HMRC in addition to your US return.

Here’s How Greenback Simplifies the Process: One Upload, Shared Access

Upload your documents once through your Greenback Tax Companion Account. Your US and UK accountants—both working within the Greenback team—coordinate directly to ensure seamless collaboration and maximum efficiency.

In-House UK Expertise

Greenback has partnered with a UK Chartered Accountant who specializes in helping American expats file UK taxes. This allows for:

Time savings: No need to send files or explain your situation twice
Tax savings: Our collaborative approach ensures no opportunity is missed
Expert advice: Access personalized support and recommendations

You can start your UK onboarding while your US return is still in progress, but your UK tax return can only be finalized once the US return is complete, as the two often rely on shared figures.

Pricing for UK Tax Services

UK Tax Return (Self-Assessment): $910
Mirror Return (duplicate of a spouse’s or joint return): $530
30-minute phone consultation: $250
30-minute email consultation: $190

Learn more about our UK tax services here

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Feel free to contact us for more information.

Question 3

My Taxes Are a Mess After Moving Home—Can Greenback Help?

Accepted Answer

Absolutely. We’ve got deep experience helping U.S. expats (and returnees) untangle complex, multi-country tax situations.

If you’ve been living abroad and just returned to the States, we can:

Sort out back tax returns (including FBAR and FATCA reporting)
Handle income from multiple countries—employment, self-employment, property, and investments
Review whether you qualify for Foreign Earned Income Exclusion (FEIE) or Foreign Tax Credit (FTC) for past years
Make sure you’re squared away for your first U.S. tax return back home
Guide you on residency rules, treaty benefits, and IRS compliance

Whether you’ve got income from five countries or just haven’t filed in a few years, our team knows how to clean up the paper trail and get you back in good standing with the IRS.

No messy paperwork
Year-round expert support
Fixed, flat-fee pricing

Need to talk it through first?
Book a 30-minute consultation with an expat CPA for $250. We’ll answer your questions and outline your next steps. Or get started with Greenback here.

Additional Resources

Moving Back to the U.S.? Read Greenback’s Transition Guide
Have a Foreign Pension and Returning to the US?

Question 4

I’m an expat investor. Can Greenback help with estimated taxes and year-round support?

Accepted Answer

Definitely. We work with U.S. expat investors who need more than just help during tax season.

We provide year-round tax support, including help calculating and filing quarterly estimated taxes. Whether you’re earning interest, dividends, capital gains, or rental income abroad, we’ll make sure your U.S. tax return is accurate and complete. That includes support with investment income schedules like Schedule B, Schedule D, and Schedule E.

Not sure how much to pay or when? Our 30-minute expat tax consultation ($250) is a great way to get expert advice on estimated payments, tax strategy, or investment reporting.

Question 5

I’m a U.S. freelancer living abroad. Can Greenback help me file my taxes?

Accepted Answer

Yes—we help U.S. freelancers all over the world stay compliant with their taxes, whether you’re living in Mexico, Portugal, Thailand, Spain, or beyond.

Our Federal Tax Return package includes everything you need: Form 1040, Schedule C for self-employment income, Form 2555 to claim the Foreign Earned Income Exclusion, and Form 1116 for the Foreign Tax Credit—so you’re not double taxed.

Learn the difference between FEIE and FTC, and which tax strategy will save you more money.

We also guide you through any relevant tax treaties between the U.S. and your country of residence, so you don’t leave money on the table.

You’ll work with an experienced expat accountant who understands the ins and outs of cross-border freelance income. Our secure online system makes document sharing simple, and once everything’s in, most returns are completed within a week. Flat-fee pricing means no surprises.

Behind on Your US Taxes? Get Caught Up, Stress-Free. Many U.S. citizens with global lives unknowingly miss filing their yearly tax returns or FBARs. Fortunately, the IRS has dedicated programs designed to help you catch up without harsh penalties. Our specialists are here to simplify your path to compliance, ensuring you get the relief you deserve. Start my tax return Get Caught Up var gform;gform||(document.addEventListener("gform_main_scripts_loaded",function(){gform.scriptsLoaded=!0}),document.addEventListener("gform/theme/scripts_loaded",function(){gform.themeScriptsLoaded=!0}),window.addEventListener("DOMContentLoaded",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>"function"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn("The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 3.1."),o(),0))},initializeOnLoaded:function(o){gform.callIfLoaded(o)||(document.addEventListener("gform_main_scripts_loaded",()=>{gform.scriptsLoaded=!0,gform.callIfLoaded(o)}),document.addEventListener("gform/theme/scripts_loaded",()=>{gform.themeScriptsLoaded=!0,gform.callIfLoaded(o)}),window.addEventListener("DOMContentLoaded",()=>{gform.domLoaded=!0,gform.callIfLoaded(o)}))},hooks:{action:{},filter:{}},addAction:function(o,r,e,t){gform.addHook("action",o,r,e,t)},addFilter:function(o,r,e,t){gform.addHook("filter",o,r,e,t)},doAction:function(o){gform.doHook("action",o,arguments)},applyFilters:function(o){return gform.doHook("filter",o,arguments)},removeAction:function(o,r){gform.removeHook("action",o,r)},removeFilter:function(o,r,e){gform.removeHook("filter",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+"_"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){"function"!=typeof(t=o.callable)&&(t=window[t]),"action"==r?t.apply(null,e):e[0]=t.apply(null,e)})),"filter"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});

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Question 6

What does “creative” mean for U.S. taxes, and why does it matter?

Accepted Answer

For the IRS, “creative” isn’t a formal category. But if you’re an artist, writer, musician, designer, or digital-nomad influencer, you usually work for yourself and earn money from several sources. That means:

You’ll report business income on Schedule C with Form 1040 and claim expenses — see our guide on Form 1040 for the basics.
Self-employment income means you pay both income tax and Self-Employment (Social Security + Medicare) tax; learn how in How to Report Foreign Self-Employment Income.
If you’ve set up (or plan to set up) a studio or small business abroad, our primer on Starting a Business Overseas shows the extra steps and deductions you can unlock.
As an expat, you may qualify for powerful breaks such as the Foreign Earned Income Exclusion or the Foreign Tax Credit. Greenback can help you combine these benefits with your creative-business write-offs for the lowest possible tax bill.Learn the difference between FEIE and FTC here.

If you’re a creative professional living between countries, with freelance gigs, royalties, and remote jobs, it can feel impossible to find a tax expert who understands your life. At Greenback, we specialize in helping global creatives file U.S. taxes across multiple income streams—with clarity and zero stress.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 7

What Information Do You Need from Me to Prepare My US Expat Tax Return?

Accepted Answer

We know you’re busy and that most expats aren’t tax experts, so we’ve designed our process to be as straightforward and stress-free as possible.

Our secure Greenback Tax Companion platform will guide you through a short questionnaire and provide prompts for uploading documents. Here’s what we typically need:

What You’ll Provide:

Completed Greenback Tax Companion questionnaire
This helps us understand your income, residency status, and expat situation.
Relevant financial documents, including:
- Prior year’s US tax return (if available)
- Wage statements (W-2, P60, pay slips)
- Foreign and US interest/dividend income
- Capital gains or losses from asset sales
- Mortgage interest statements
- Rental income and related expenses
- Proof of foreign taxes paid
- Social Security or retirement distributions
- Travel records (for FEIE qualification)

What We’ll Handle:

You don’t need to do any calculations—we’ll take it from here. Once you upload your documents and submit your questionnaire:

Your dedicated accountant will review everything
Handle all conversions and IRS-required forms
Determine eligibility for credits, exclusions, and deductions
Prepare and file your return accurately and on time

Our goal is to make expat tax prep something you don’t have to worry about.

Expat Tax Planning Documents Checklist

Dreading the last minute scramble of pulling together your tax documents? Despair no more!

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If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in.

Question 8

How Can I Spread the Word About Greenback Expat Tax Services?

Accepted Answer

We truly appreciate it when clients share their experience with others. Here are a few ways you can help spread the word about Greenback:

1. Share on Social Media

Follow us on Facebook and Instagram and share your experience with friends, fellow expats, or anyone looking for reliable help with US expat taxes.

2. Refer Us to Your Expat Groups

Are you part of an expat community or professional group abroad?
Feel free to post about your experience with Greenback on forums, social channels, Slack groups, or internal company intranets.
If someone signs up because of your recommendation, remind them to mention your name—so we know to say thank you.

3. Subscribe and Share Our YouTube Channel

Visit our YouTube channel for helpful expat tax videos. Feel free to share videos with your network or community groups to help others better understand the complexities of filing from abroad.

4. Leave a Review on Trustpilot

Your feedback helps us grow and improve.
Whether it’s something you loved or something we could have done better, we’d love to hear from you.

Leave a verified review on Trustpilot

Thanks for helping us make expat taxes easier for Americans around the world.
If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in.

Question 9

How Do I Upload My Files to the Greenback Tax Companion?

Accepted Answer

To upload your tax documents securely, follow the steps below:

Important:

Do not use Internet Explorer, as our system is not compatible with that browser
For best results, use a desktop or laptop computer, rather than a mobile device

Step-by-Step Upload Instructions:

Log into your Greenback Tax Companion account: Go to the login page
From the dashboard, click on the “Files” tab
Click the “Upload Files” icon
Browse your device and select the document(s) you’d like to upload
After selecting your file(s), click “Upload”
You’ll see a “Success” message once the upload is complete
You’ll also be able to view your uploaded files in your main file list

That’s it—you’re one step closer to completing your tax return.

If you have any issues or questions, don’t hesitate to reach out to our Customer Champion team at help@greenbacktaxservices.com.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in.

Question 10

How Long Does It Take to Prepare a US Expat Tax Return?

Accepted Answer

The time required to prepare your US expat tax return depends on the complexity of your situation and when we receive your complete documentation. That said, our goal is to provide you with a draft return within 5–10 business days of receiving:

Your completed Tax Companion questionnaire, and
All supporting documents for the year(s) you’re filing

Faster Turnaround Is Possible

In many cases, returns are completed more quickly, especially outside of peak season. However, during busy periods, such as the weeks leading up to key IRS deadlines, processing times may extend slightly.

If you’re working with a tight deadline, please let us know. We’ll do our best to prioritize your return and ensure it’s completed on time.

Pro Tip:

The sooner you upload your documents, the sooner your accountant can get started—so don’t wait to submit your files and questionnaire.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in.

Question 11

Can Greenback E-File My Tax Return?

Accepted Answer

Yes, in most cases, Greenback can e-file your US tax return directly with the IRS on your behalf.

Our goal is to make filing as easy and secure as possible, and e-filing is the default method for the majority of expat clients.

When E-Filing May Not Be Available

There are some situations where the IRS does not allow electronic filing, including:

Filing multiple prior-year tax returns at once
Filing under the Streamlined Filing Compliance Procedures
Submitting certain specialized forms that require paper filing
When the IRS e-file system is temporarily unavailable (typically during year-end maintenance or early January system updates)

In these cases, your Greenback accountant will:

Prepare a complete paper return
Provide detailed instructions for printing, signing, and mailing your return to the IRS

We’ll always notify you if your return must be filed by mail, and ensure everything is prepared correctly and on time.

Learn more about our US expat tax services

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 12

Can You Help Me Structure My Upcoming Employment Contract and Ensure It’s Tax-Advantageous While Living Abroad?

Accepted Answer

Yes, we can. Whether you’re planning a move abroad for a new job or renegotiating an overseas contract, Greenback offers specialized expat tax consultations designed to help you structure your employment agreement in the most tax-efficient way possible.

Our expert accountants have worked with hundreds of Americans working overseas, ensuring their contracts are aligned with the Foreign Earned Income Exclusion, housing exclusions, and other expat-specific benefits.

What We Can Cover During a Consultation:

How your salary, bonuses, and benefits may be taxed
Whether you qualify for the Foreign Earned Income Exclusion (FEIE)
Considerations for housing allowances, relocation reimbursements, and other tax-impacting provisions
Residency, tax home, and days of physical presence abroad
Country-specific risks and IRS reporting obligations

Even if you’ve already been living abroad, a consultation can help you optimize your current setup and avoid unexpected tax liabilities.

Learn more about our one-on-one tax consultations

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 13

What Services Do You Offer for US Expats Living in Canada?

Accepted Answer

Greenback specializes in US tax preparation for Americans living abroad, including those residing in Canada. While we do not prepare Canadian tax returns in-house, we work closely with a trusted Canadian tax partner with extensive experience in cross-border tax matters.

Here’s How We Can Help:

US Federal Tax Return Preparation – Our accountants will ensure your return is compliant, accurate, and optimized for expat-specific benefits such as the Foreign Tax Credit and Foreign Earned Income Exclusion.
FBAR (FinCEN Form 114) Filing – Required if your foreign financial accounts exceed $10,000 at any point during the year.
Coordination with Canadian Tax Preparation – We’ll refer you to our trusted Canadian partner, who will work alongside your Greenback accountant to ensure both returns are aligned and double taxation is avoided.
Streamlined Filing for Late Filers – If you’re behind on your US taxes, we offer a penalty-free way to catch up through the Streamlined Filing Compliance Procedures.

With this collaborative approach, you only need to upload your documents once using your secure Greenback Tax Companion portal, making the process simple and efficient.

Learn more about how Greenback supports expats in Canada

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Feel free to contact us for more information.

Question 14

What Documents Do I Need to Have Ready to File My UK Tax Return?

Accepted Answer

The documents required to complete your UK Self-Assessment Tax Return will vary depending on your specific situation, but the following list is a great starting point for gathering what you’ll need.

Essential Documents to Prepare:

A copy of your US federal and state tax filings for the same tax year (for coordination with double taxation relief)
Your P60 or P45 from your UK employer (issued after April 5th)
Form P11D, if provided by your employer (details of benefits-in-kind such as company car, private healthcare, etc.)
A calendar showing dates you were outside the UK (to help determine residency status or apply the remittance basis)
Bank interest received from UK-based accounts
Capital gain statements, including any sales of property or investments
Rental income and expense records, if applicable

Your Greenback-affiliated UK accountant will review your documents and let you know if any additional information is needed based on your income sources and residency status.

Learn more about UK tax return services for expats

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 15

Where Can I Download Tax and FBAR Forms for Self-Filing?

Accepted Answer

If you’re planning to self-file your US expat taxes and FBAR, here’s where to access the necessary forms:

IRS Tax Forms (e.g., Form 1040, 2555, 1116)

You can download all relevant US tax forms and instructions directly from the IRS website: Visit the IRS Forms & Publications page

Common forms for expats include:

Form 1040 – US Individual Income Tax Return
Form 2555 – Foreign Earned Income Exclusion
Form 1116 – Foreign Tax Credit

FBAR – FinCEN Form 114

The FBAR (Report of Foreign Bank and Financial Accounts) must be filed electronically via the BSA E-Filing System, not through the IRS.

File your FBAR on the BSA e-filing portal

Note: The FBAR is due April 15, with an automatic extension to October 15.

If you’d prefer to have an expat tax expert handle your filing—including all IRS forms and FBAR preparation—Greenback is here to help.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 16

When Do I Have to Pay for My Greenback Services?

Accepted Answer

Nothing is due up front. At Greenback, we want you to be completely satisfied with your return before making any payment.

Here’s how the process works:

We’ll prepare and share your draft tax return for your review.
Once you’ve reviewed and approved the draft, we’ll send your invoice.
After payment is received, your final tax return will be uploaded to your secure Greenback Tax Companion account.
We’ll then e-file your return, if eligible. If e-filing isn’t possible, you’ll receive instructions to print, sign, and mail your return to the IRS.

Click here to view your current and past invoices

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 17

Does Greenback Add Sales Tax or VAT?

Accepted Answer

No. Greenback does not charge sales tax or VAT on any of our services.

One of the advantages of working with Greenback is our flat-fee, transparent pricing, with no hidden taxes or surcharges. Unlike firms based in Europe, Australia, or Canada, which may be required to charge up to 20% VAT, our pricing structure helps you automatically save on cost.

We’re committed to keeping our fees as low and straightforward as possible while delivering high-quality service from experienced expat tax professionals.

View our full list of expat tax services and pricing

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 18

How Much Do Your UK Tax Services Cost?

Accepted Answer

While Greenback specializes exclusively in US expat tax preparation, we work closely with a trusted UK Chartered Accountant who can assist with your UK Self-Assessment Tax Return and related services.

We’ve partnered with this UK accountant for years, and they bring deep expertise in cross-border tax matters for Americans living in the UK. Many of our clients choose to work with both Greenback and our UK partner for a seamless, coordinated experience.

UK Tax Service Pricing

Our UK partner offers the following flat-fee services:

UK Tax Return (Self-Assessment): $910
Mirror Return (for spouses or duplicate filing): $530
30-minute telephone consultation: $250
30-minute email consultation: $190

They can assist with both individual and small business returns, as well as consultations around tax residency, pensions, investments, and more.

All coordination is handled behind the scenes, and you’ll only upload your documents once through your secure Greenback Tax Companion account. From there, your US and UK accountants will collaborate to ensure accurate, tax-efficient reporting across both countries.

Learn more about UK tax return support for expats

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Feel free to contact us for more information.

Question 19

Do I Need to Report My RRSP on FBAR?

Accepted Answer

Yes, in most cases, you do. The IRS considers Canadian Registered Retirement Savings Plans (RRSPs) as foreign financial accounts. If the aggregate value of all your foreign accounts (including RRSPs) exceeds $10,000 USD at any time during the calendar year, you are required to report them on the FBAR (FinCEN Form 114).

Learn more about FBAR reporting requirements

Do I Also Need to Report My RRSP on FATCA (Form 8938)?

Yes—if your total foreign financial assets meet the FATCA reporting thresholds, RRSPs must also be reported on Form 8938 (Statement of Specified Foreign Financial Assets).

For the 2025 tax year, FATCA thresholds for expats are:

Single: $200,000 on the last day of the year or $300,000 at any point
Married Filing Jointly: $400,000 on the last day of the year or $600,000 at any point

Read about FATCA filing requirements

Do I Need to File Form 3520 or 3520-A for an RRSP?

No. Thanks to IRS Revenue Procedure 2014-55, RRSPs are no longer treated as foreign trusts. That means you are not required to file Forms 3520 or 3520-A for RRSP accounts, even though they are foreign-based.

What You Should Do

Include your RRSP on your FBAR if applicable
Include it on Form 8938 if you meet the FATCA thresholds
Do not file Form 3520 or 3520-A for RRSPs
Maintain clear documentation of RRSP values and contributions
Your Greenback accountant can help determine exactly what needs to be reported, based on your full financial picture

Read more about RRSPs and RESPs for expats in Canada

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 20

What Is the Process for Filing Both My US and Canada Expat Tax Returns? Will I Have to Upload Everything Twice?

Accepted Answer

No, you won’t need to upload your documents twice.

Greenback specializes in preparing US expat tax returns. We work closely with a trusted Canadian tax partner to help clients living in Canada file their US and Canadian tax returns efficiently and accurately.

Here’s How the Process Works:

Single Upload: You’ll upload your documents once through your secure Greenback Tax Companion portal. From there, we securely share any required files with our Canadian partner. There will be no duplicate uploads or extra admin on your end.
Collaborative Service: Your Greenback accountant and our Canadian partner work together behind the scenes to prepare your returns. This integrated approach helps you:
- Avoid double taxation
- Maximize cross-border tax credits and deductions
- Stay fully compliant with both IRS and CRA requirements
Streamlined Filing: Our goal is to make dual filing as simple and stress-free as possible, whether you’re filing as an employee, small business owner, or investor abroad.

Whether you need both US and Canadian tax returns or only one of the two, we’re here to guide you through the process.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Feel free to contact us for more information.

Question 21

What Forms Are Included in a UK Tax Return?

Accepted Answer

A standard UK Self-Assessment Tax Return includes the main six-page tax return (SA100) along with any relevant supplementary forms, depending on your sources of income.

Your UK Chartered Accountant—working in partnership with Greenback—will determine which forms apply to your situation. Commonly included forms are:

SA100 – Main tax return form for individuals
SA102 – Employment income (similar to a US W-2)
SA103 – Self-employment income
SA105 – UK property and rental income
SA106 – Foreign income
SA108 – Capital gains
SA109 – Residency and remittance basis information

If you’re a US expat living in the UK, your Greenback accountant will coordinate directly with our UK Chartered Accountant to ensure both your US and UK tax returns are accurately aligned, helping you avoid double taxation and maximize any applicable treaty benefits.

Learn more about our UK tax return services for expats

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 22

Can You Help Me File My US Tax Return If I Don’t Have Standard Income Records?

Accepted Answer

Yes, we can. At Greenback, we understand that many expats—especially those working in countries like those in the Middle East, where income tax systems are minimal or nonexistent—may not receive traditional income documentation like W-2s or 1099s.

Thanks to our extensive experience with US expats in diverse employment situations, we’re well-equipped to help you file your US tax return accurately, even without standard records.

Learn more about our US Expat Tax Return Services

What You’ll Need to Provide Instead

If you don’t have formal documentation, we’ll ask you to provide:

Your total income for the year
The total foreign taxes paid, if any
Any additional income or expenses, such as:
- Bank interest and dividends
- School or childcare payments
- Housing costs
Any proof of employment, which can include:
- A signed statement from your employer confirming your role
- Bank statements showing regular salary deposits

While this may feel informal, our accountants are trained to present your return clearly and accurately to meet IRS standards.

Once you’re paired with your dedicated tax professional, they’ll review your unique situation and guide you through any additional information required to complete your return.

Behind on filing? We can help with Late Returns

Greenback specializes in real-world expat scenarios, not just ideal paperwork. We’ll help ensure your return is complete, compliant, and professionally prepared.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 23

Can You Help Me Renounce My US Citizenship?

Accepted Answer

Yes—Greenback can assist with the tax filing requirements involved in renouncing your US citizenship.

Renouncing your citizenship is a major decision, and if you’ve determined it’s the right step for you, we’re here to help ensure you meet the IRS compliance requirements tied to expatriation.

What’s Required to Renounce US Citizenship?

Before you can formally renounce, you must be fully caught up on your US tax obligations. This typically includes:

Filing your last 5 years of US Federal Tax Returns
Filing Foreign Bank Account Reports (FBARs) for those same years
Filing a final dual-status or full-year tax return in the year of renunciation
Filing Form 8854 to formally expatriate and certify compliance
Possibly filing additional forms if you are considered a “covered expatriate”

In some cases, individuals may need to file up to 8 years of returns, depending on their history and specific consular requirements.

Learn more about expatriation and tax filing for Americans renouncing citizenship

Question 24

Can I Get Just My UK Tax Returns Done With Greenback?

Accepted Answer

Yes. While Greenback specializes exclusively in US expat tax preparation, we work closely with a trusted UK Chartered Accountant who handles UK tax filings for many of our clients living in the UK.

If you only need help filing your UK Self-Assessment Tax Return, we can refer you directly to our long-time UK partner. They are highly experienced in working with American expats and understand how UK tax reporting intersects with US tax obligations.

Why We Recommend a Joint Approach

For clients who need to file both US and UK tax returns, we recommend working with Greenback for the US side and our UK partner for the UK side. Here’s why:

Both accountants coordinate behind the scenes
You only upload your documents once through Greenback’s secure portal
This collaboration helps ensure accuracy, efficiency, and tax savings, avoiding double taxation and filing delays

But if you only need UK tax support, we’re still happy to connect you directly to our UK accountant so you can move forward with confidence.

Learn more about our UK tax support services

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 25

What Documents Do I Need to Have Ready to File My Canada Tax Return?

Accepted Answer

The exact documents you’ll need to file your Canadian tax return will vary based on your personal financial situation. However, the following list offers a helpful starting point for gathering the required documentation:

Essential Documents to Collect:

Your US federal and state tax filings for the same tax year
T4 slips – Employment income
T4E slips – Employment Insurance (EI) benefits
T3, T5, T5008 slips – Interest, dividends, and mutual fund income
RRSP contribution receipts
Capital gains or investment income statements
Rental income and expenses, if applicable
Bank interest received in Canada
A calendar noting dates you were outside Canada during the year (for residency and tax credit purposes)

Providing these documents helps ensure your Canadian tax return is accurate, compliant, and fully optimized for deductions and credits you may be entitled to.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 26

How Can You Guarantee Satisfaction With Your US Expat Tax Services?

Accepted Answer

At Greenback, we’re committed to delivering accurate, efficient, and stress-free tax preparation and stand behind our work.

To ensure your satisfaction:

Your return is never finalized without your approval.
Your accountant will prepare a draft return and send it to you for review and feedback.
You’ll have the opportunity to ask questions, request changes, and confirm every detail before the final version is filed.

We believe in complete transparency, open communication, and delivering a service that gives you total confidence in your tax filing.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 27

What Services Do You Provide for Filing Late Tax Returns?

Accepted Answer

Whether you’re one year behind or need to catch up on multiple years of missed filings, Greenback offers services designed to help expats get back on track—accurately, efficiently, and penalty-free when possible.

1-Year Late Return

If you’re just one year behind:

Act quickly—the IRS may be applying failure-to-file or failure-to-pay penalties.
We offer flat-fee pricing for standard late tax return preparation, handled by a dedicated expat tax specialist.
Your accountant will prepare and file the necessary forms, verify any penalties, and help minimize your exposure.

Learn more about late tax return filing

Multiple Years Behind? Consider Streamlined Filing

If you’ve missed 3+ years of returns and were unaware of your obligation to file, you may qualify for the IRS Streamlined Filing Compliance Procedures.

Our Streamlined Filing Package includes:

3 years of delinquent Federal Tax Returns
6 years of FBARs
A custom statement of explanation (Form 14653)
All for a flat fee of $1,600

This option helps expats become compliant without penalties, if eligible.

Explore the Streamlined Filing Package

No matter how far behind you are, Greenback’s experienced accountants will guide you through the process with clarity and care.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 28

Is E-Filing Available for Late Expatriate Tax Return Filers?

Accepted Answer

Yes, e-filing is available for most late tax return submissions, as long as you’re not filing under the Streamlined Filing Compliance Procedures.

If you’re filing standard late returns (outside of Streamlined), your accountant can submit them electronically, provided e-filing is still open for the tax year in question.

Exceptions for Streamlined Filing

If you’re filing under the Streamlined Procedure, the IRS requires paper filing. These returns must be printed, signed, and mailed to the appropriate IRS processing center.

To learn more about eligibility and next steps, visit:
Streamlined Filing Procedures for Expats

E-Filing Cutoff Dates

The IRS accepts electronically filed returns until November each year.
The specific cutoff date is announced annually in October via the IRS QuickAlerts Library.
E-filing typically reopens in January of the following year for the new tax season.

If you’re unsure whether e-filing applies to your situation, your Greenback accountant will guide you through the best filing method based on your filing type and timing.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 29

If My Income Is Below the US Tax Filing Requirement, Do I Still Need to File FBAR or FATCA?

Accepted Answer

Yes. Even if your income is below the filing threshold for the 2025 tax year (for example, $13,850 for single filers), you may still be required to file FBAR or FATCA forms if your foreign financial accounts or assets exceed certain thresholds.

FBAR (Foreign Bank Account Report) – FinCEN Form 114

You must file the FBAR if:

You are a US citizen or a Green Card holder, and
You had $10,000 or more in aggregate value across all foreign financial accounts at any point during 2025

This requirement applies even if you do not need to file a federal tax return based on income. Non-compliance can result in steep penalties—even for unintentional oversights.

Learn more about FBAR filing for expats

FATCA (Foreign Account Tax Compliance Act) – IRS Form 8938

You must file Form 8938 under FATCA if your foreign financial assets exceed the following thresholds:

Single filer living abroad:
- $200,000 on the last day of the year, or
- More than $300,000 at any point during the year
Married filing jointly living abroad:
- $400,000 on the last day of the year, or
- More than $600,000 at any point during the year

Failure to file Form 8938 when required can result in a $10,000 penalty, with additional penalties if the non-filing continues after an IRS notice.

Explore FATCA reporting requirements for expats

Greenback offers standalone FATCA and FBAR filing services, even if you’re not filing a full US tax return. We’ll help ensure you’re fully compliant and avoid costly penalties.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 30

What Is Included in the Streamlined Filing Package and How Much Does It Cost?

Accepted Answer

Greenback’s Streamlined Filing Package is designed for US expats who must catch up on their taxes without facing IRS penalties. This special program is ideal for Americans unaware of their filing obligations while living abroad who are ready to become compliant quickly and painlessly.

Our flat fee of $1,600 includes everything required to submit through the IRS Streamlined Filing Compliance Procedures:

What’s Included:

3 years of delinquent Federal Tax Returns
6 years of FBARs (Foreign Bank Account Reports)
- Covers up to 5 accounts per FBAR
- An additional $55 for each additional set of 5 accounts
Form 14653 – Certification that your tax delinquency was non-willful
A custom statement of explanation to the IRS
Full preparation and filing by an experienced expat-specialist CPA or IRS Enrolled Agent
Secure document upload and communication through your Greenback Tax Companion account

This package ensures compliance with IRS requirements and helps you avoid costly penalties. It is handled by a dedicated accountant who guides you through every step.

Learn more about the Streamlined Filing Package

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 31

Can Greenback Prepare My FBAR Even If I’m Handling My Own Taxes?

Accepted Answer

Yes. Greenback can file your FBAR (Foreign Bank Account Report) independently—even if you’re preparing your own US tax return or don’t have a US filing obligation at all.

We understand that some expats may not meet the income threshold for filing a full return, but still meet the foreign account reporting requirements. That’s why we offer standalone FBAR preparation as a service.

Who Needs to File FBAR?

You must file FBAR (FinCEN Form 114) if:

You’re a US citizen, a Green Card holder, or a resident
You have a financial interest in or signature authority over foreign accounts
The aggregate value of all foreign accounts exceeds $10,000 at any time during the year

This includes bank accounts, investment accounts, and even certain joint or business accounts held outside the US.

What Greenback’s FBAR Service Includes:

Standalone FBAR preparation if you don’t need a full tax return
Accurate reporting of all required foreign financial accounts
Secure document collection via the Greenback Tax Companion
Filing directly with FinCEN (not the IRS)

Pricing for FBAR filing as a standalone service starts at $115 and includes up to five foreign accounts. Each additional 5 account block costs $55.

Learn more about FBAR and your reporting requirements

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 32

What’s Included in Your Small Business Tax Return Package?

Accepted Answer

Our Small Business Tax Return Package is designed for US expats who own or operate a business structured as a separate legal entity, such as a:

Partnership
Corporation
S Corporation
Limited Liability Company (LLC)

At $640 (USD), this package includes the preparation of all relevant US tax forms:

Form 1065 – Partnership Return
Form 1120 – Corporation Return
Form 1120-S – S Corporation Return

Pricing includes up to two partners. Each additional partner is $80.

Learn more about our Small Business Tax Return services

Additional Small Business Filing Services:

If your business involves foreign ownership or international operations, we also offer:

Form 8865 – Return of US Persons With Respect to Certain Foreign Partnerships: $445
Form 5471 – Return of US Persons With Respect to Certain Foreign Corporations: $665
Form 5472 – Information Return of a 25% Foreign-Owned US Corporation: $235 (we charge $380 if this return is for a US LLC with Foreign Owners)
Schedule K-2 and K-3 – Required with certain returns like Form 8865: $105

Our expert accountants ensure your business filings are accurate, compliant, and optimized for your expat situation.

See our full menu of additional expat tax services

Additional Services for Expats With Business or Investment Needs

Beyond tax returns, Greenback offers a full suite of services tailored to the complexities of expat finances:

Foreign bank account reporting (FBAR – FinCEN 114)
FATCA compliance (Form 8938)
Rental property reporting (Schedule E): $90 per property

With our transparent pricing and personalized service, you’ll never be surprised by hidden fees. Every return is prepared by a dedicated, experienced CPA or IRS Enrolled Agent, and never outsourced.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 33

What Services Do You Offer for US Expats Living in the UK?

Accepted Answer

Greenback offers comprehensive tax support for Americans living in the UK, making it easy to file both your US and UK tax returns in one streamlined, secure process.

We’ve partnered with an experienced UK Chartered Accountant who specializes in working with US expats. Your US and UK accountants will collaborate directly—there will be no duplicate uploads, no back-and-forth, just efficient, coordinated service.

UK Services We Offer:

UK Self-Assessment Tax Return (HMRC) for individuals – $910
Mirror Return (for spouses/duplicate returns) – $530
30-minute tax consultation (phone) – $250
30-minute tax consultation (email) – $190
Business tax return preparation
Tailored advice on UK residency, income sourcing, pension reporting, and more

What Makes It Seamless:

One upload only: Upload your documents once through the Greenback Tax Companion, and both accountants will securely access what they need
Collaborative filing: Your US and UK returns are aligned to help you avoid double taxation and maximize tax benefits
Time-saving onboarding: UK onboarding can begin while your US return is in progress, and both are finalized in sync

Learn more about UK tax support

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 34

I Haven’t Moved Abroad Yet and I’m Not Sure Where to Start. Can Greenback Help?

Accepted Answer

Congratulations—you’re taking the first exciting step toward living abroad!

We know that moving out of the US can feel overwhelming, especially when understanding the tax and financial impact. That’s precisely why Greenback is here to help.

Our Expat Consultation Services are designed for people just like you.
You’ll get personalized advice on how moving abroad will affect your US tax obligations, how to plan for tax savings, and what filing requirements you need to know.
Whether you’re months away from your move or still deciding where to go, a consultation will set you up for success.

If you’re still exploring your options, we also recommend checking out our free resources:

Tax Guides for Americans Moving Abroad – Learn tax planning tips before moving.
Country-Specific Tax Information—Find detailed tax insights for popular expat destinations such as the UK, France, Australia, and more.

These resources will give you a solid foundation, and when you’re ready for tailored advice, we’re here to guide you.

Question 35

Who Will Prepare My US Expat Tax Return?

Accepted Answer

At Greenback, your US expat tax return will be prepared by a highly qualified accountant—either a Certified Public Accountant (CPA) or an IRS Enrolled Agent (EA)—with deep expertise in expat tax matters.

We work exclusively with accountants who specialize in US taxation for Americans living abroad. They’re not only credentialed and experienced, but also friendly, responsive, and committed to getting your taxes done right.

What Qualifications and Experience Will My Accountant Have?

Every Greenback accountant has:

CPA or EA credentials
5+ years of experience preparing expat tax returns specifically
Extensive knowledge of Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit (FTC), and other expat tax benefits
Ongoing training on the latest IRS rules and tax code updates
Many also hold advanced degrees in accounting, law, or finance
Several have lived abroad themselves and understand the unique financial challenges US expats face

Many of our accountants also come from top-tier firms, including the Big Four, but have chosen to focus on helping expats like you with more personalized service.

Will My Accountant Be Responsive to My Questions?

Absolutely. Your dedicated expat tax accountant will take the time to understand your unique situation and answer all your questions patiently and promptly. They’re not just expat tax experts—they’re here to make the process smooth and stress-free.

Will My Return Be Outsourced?

Never. Your tax return will always be prepared by a Greenback team member. We do not outsource tax preparation. Our accountants are carefully vetted and handpicked to provide top-tier service and reliable support. Learn more about Greenback’s Expat CPA and IRS Enrolled Agents, and Greenback’s services and pricing.

And if you decide to return to Greenback next year (which most of our clients do!), you’ll likely have the option to work with the same accountant again.

Want to learn more about the people behind Greenback?
Meet our Founders and Leadership Team.

Question 36

What Is Your Fee for an Amended Tax Return?

Accepted Answer

At Greenback, we offer flat-fee, transparent pricing, so you always know what to expect.

If you need to correct errors or make updates to a previously filed return, we can prepare your amended tax return (Form 1040-X) for a flat fee of $530.

This includes:

Full preparation of Form 1040-X
Review of the original return and necessary adjustments
A detailed explanation of the changes made
Filing support and guidance from your dedicated expat tax accountant

What Is Form 1040-X Used For?

Form 1040-X is used to:

Amend or correct a previously filed Form 1040
Make certain elections after the IRS deadline
Adjust amounts previously changed by the IRS
Claim a carryback resulting from a net operating loss or unused credit

Need to know if an amendment is right for you?
Read our full guide on amending your US tax return

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!

Question 37

How much do your Canada tax services cost?

Accepted Answer

While we do not prepare Canadian returns in house, we have a fantastic Canadian partner that we have worked with for years, and can definitely recommend to you. They have extensive experience with US/Canadian expat taxes and we’re sure you will find them to be a big help!

Feel free to contact us for more information.

Question 38

Do You Offer American Expat Tax Consultation or Tax Planning Services?

Accepted Answer

Yes! We offer personalized, one-on-one tax consultations to help expats get the guidance they need—exactly when they need it.

Whether you’re planning a move abroad, reviewing a foreign assignment contract, managing investments, or exploring retirement options, our expert accountants are here to help you make informed, tax-smart decisions.

We offer consultation services for:

Personal or business tax questions
Tax planning before or after moving abroad
Reviewing foreign income or employment contracts
Understanding long-term tax implications as an expat

You can choose the best consultation type and time for your needs.

Schedule a tax consultation here to get started.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!