Every US Expat Tax Problem, Matched With the Right Solution.
Six services, one goal: full compliance with the least stress and the lowest legitimate tax bill. Start with a free Tax Check — we’ll tell you which of these you actually need.
Expat Tax Assessment
Before anyone prepares anything, you deserve to know exactly what your situation requires. The Assessment is a structured review of your income, accounts, country, and visa status — delivered as a written, plain-English summary you can act on.
It answers the three questions every expat asks: What must I file? What can I exclude? What will professional help cost me?
- Full situation review — income sources, foreign accounts, residency status, and filing history.
- Written obligations summary — every form that applies to you: 1040, FBAR, 8938, 2555, 1116, and state.
- Exclusion & credit analysis — whether FEIE, Foreign Tax Credits, or treaty positions likely apply.
- Cost estimate — transparent professional pricing for your case, before you commit to anything.
Tax Preparation Matching
Expat returns are a specialty, not a checkbox. We match you with a vetted, US-licensed CPA or Enrolled Agent who works with expats in your country every day — and who has agreed to transparent, fixed pricing for our clients.
No directory roulette, no hourly surprises. We make the introduction, you approve the scope, and we stay your point of contact through filing.
- Vetted professional match — US-licensed, expat-specialized, experienced with your country’s treaty and pension rules.
- Written scope & fixed quote — you see the full price and deliverables before any work begins.
- Introduction call — meet your professional before committing. Not a fit? We rematch you, free.
- Ongoing coordination — we track progress and stay involved until your return is filed.
Streamlined Catch-Up
Millions of Americans abroad simply didn’t know they had to file. The IRS Streamlined Filing Compliance Procedures exist exactly for this: catch up with 3 years of returns and 6 years of FBARs — with penalties waived for non-willful cases.
We assess your eligibility, explain the process in plain English, and pair you with a professional who handles streamlined cases routinely. The only requirement: start before the IRS contacts you.
- Eligibility review — confirming you qualify as non-willful and which procedure applies (foreign or domestic).
- Document roadmap — exactly what to gather for 3 years of returns and 6 years of FBARs.
- Specialist match — a professional experienced in streamlined submissions and the non-willful certification (Form 14653).
- Back-on-track plan — your calendar and process for staying current every year after.
FBAR & FATCA Guidance
Foreign account reporting is where expat penalties actually happen — starting at $10,000 for a single missed FBAR. If your foreign accounts totaled over $10,000 at any point in the year, FinCEN Form 114 applies to you. Higher balances can trigger FATCA Form 8938 on top.
We map every account you hold — bank, pension, investment, even accounts you only have signature authority over — to the right form and deadline.
- Account-by-account map — which accounts count, including pensions, joint accounts, and signature authority.
- Threshold check — FBAR ($10,000 aggregate) and FATCA Form 8938 (higher, filing-status-dependent) thresholds applied to your numbers.
- Deadline schedule — FBAR’s automatic October 15 extension and how it interacts with your return.
- Filing coordination — matched with a professional if your reporting needs preparation or amendment.
Pre-Move Tax Planning
The most expensive expat tax mistakes happen before departure. When you leave, how you break state residency, and how your income is structured in year one can change your tax bill by thousands — and some of it can’t be fixed after the fact.
If Europe is the destination, this pairs naturally with relocation planning: we coordinate the tax side while you plan the move itself.
- Departure timing analysis — how your move date affects FEIE qualification (physical presence vs. bona fide residence).
- State exit plan — cutting ties correctly, especially from sticky states like California, Virginia, and New Mexico.
- Income structuring review — salary, self-employment, equity, and rentals in your first split-year abroad.
- Destination briefing — how your new country’s treaty, and totalization agreement interact with US obligations.
Annual Tax Calendar
Expat deadlines don’t match the ones you grew up with. Your payment is still due April 15, your return gets an automatic extension to June 15, FBAR runs to October 15, and estimated payments have their own rhythm.
We build a personalized calendar of every date that applies to you — with reminders far enough ahead to actually act on them.
- Personalized deadline map — federal, state, FBAR, FATCA, and estimated payments that apply to your case.
- Advance reminders — notices weeks ahead, not the day before, with what to prepare for each.
- Extension handling — the June 15 automatic expat extension and October 15 filings, applied correctly.
- Yearly refresh — thresholds and dates updated as rules change, so your calendar never goes stale.
You’ll Always Know the Cost Before You Commit
No hourly billing surprises, no scope creep. Every engagement starts with a written quote.
Fixed-Fee Assessment
The Expat Tax Assessment is a flat fee, credited toward professional work if you proceed to filing.
Pre-Agreed Preparation Rates
Professionals in our network quote fixed prices for defined scopes — simple returns to complex multi-form filings.
Free First Conversation
The 20-minute Tax Check costs nothing and tells you which services you need — sometimes the answer is none.
Not Sure Which Service You Need?
That’s exactly what the free Tax Check is for. Twenty minutes, and you’ll know what applies to you, what it costs, and what to do first.
Book Your Free Tax Check- What you must file — federal, state, FBAR, and FATCA, based on your situation.
- Which service fits — assessment, matching, catch-up, or just a calendar.
- What it will cost — transparent professional pricing before you commit.
Important: eTaxNexus provides tax information, assessment, and professional coordination services. We do not provide legal, tax, accounting, or financial advice. Tax preparation and representation are performed by independent, licensed professionals. Rules change frequently — always confirm decisions with a qualified professional.