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Frequently Asked Questions

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Who is the U.S. Tax Consultation service for?

This service is for U.S. citizens and Green Card holders who are living outside the United States or planning to relocate abroad.

What topics are covered during the U.S. Tax Consultation?

The consultation covers U.S. filing obligations, Foreign Earned Income Exclusion, Foreign Tax Credits, self-employment income, the U.S.–Portugal Totalization Agreement, and reporting foreign assets.

How long is the U.S. Tax Consultation and what does it include?

The consultation is a 30-minute discussion focused on your U.S. tax obligations as an expat, with guidance tailored to your income sources and future plans.

Is there a written follow-up included in the U.S. Tax Consultation?

No written follow-up is included. If you require written notes, please consider our Tax Plan service.

What are some common expat considerations discussed in the consultation?

The consultation addresses common expat considerations such as state tax ties and record-keeping best practices to stay compliant.