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- Federal Tax Return Preparation
- State Tax Return Preparation
- Late Tax Return Preparation
- Foreign Bank Account Reporting
- Foreign Account Tax Compliance Act Reporting
- Small Business Tax Return Preparation
- Streamlined Filing Package
- UK Self-Assessment Tax Return
- Canadian Tax Return Preparation
- Additional Expat Tax Services
- Consultations
What documents do I need to have ready to file my US expat tax return?
Generally speaking, the most useful documents to have available are:
- Copy of prior year’s return (if available)
- Record of wages, compensation, or tips (likely a W-2, P60, P45, etc.)
- Record of interest and/or dividends
- Record of purchase and sale of stock and/or other securities
- Record of sales and purchases of real estate and/or any property
- Record of any mortgage interest
- Record of distribution from pensions, annuities, profit sharing, an IRA, or other retirement accounts
- Record of any Social Security benefits paid to you
- Record of any additional income
You will also need your travel records to determine if you qualify for the Physical Presence Test or your residency status to prove you qualify for the Bona Fide Residence Test.
For more information, please visit our blog or download our document checklist.
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