Expat Tax Services
US citizens and Green Card holders are required to file regardless of where they live. Apollo Tax Consulting handles the foreign income exclusions, account reporting, and treaty analysis that most CPAs are not equipped to navigate.
What's Covered
- US federal and state tax return preparation for expats
- Foreign Earned Income Exclusion (FEIE) optimization
- Foreign Tax Credit analysis and application
- FBAR (FinCEN 114) filing for foreign financial accounts
- FATCA Form 8938 compliance
- Tax treaty analysis and application
- Streamlined Foreign Offshore Procedures for late filers
- IRS correspondence and compliance support
Why It Matters
- Avoid costly penalties for missed FBAR or FATCA filings
- Maximize exclusions to reduce or eliminate double taxation
- Gain clarity on which state (if any) you still owe taxes to
- CPA-level review — not a tech-driven DIY tool
- IRS background applied to identify red flags before they become audits
- Fully remote engagement — no office required, wherever you are
Who This Is For
How It Works
Discovery Call
We map your global income picture, foreign accounts, and any prior filing gaps to identify risk and opportunity.
Document Collection
Secure upload of your foreign income statements, account disclosures, and prior returns through the client vault.
Strategic Filing
We apply the correct exclusions, credits, and treaty provisions — minimizing your US tax burden within full compliance.
Ongoing Compliance
Annual reminders, FBAR deadlines, and proactive alerts for any law changes affecting your expat status.
Frequently Asked Questions
Do I really have to file US taxes if I live abroad?
Yes. The US taxes its citizens and Green Card holders on worldwide income, regardless of where they reside. Not filing is one of the most common — and costly — mistakes expats make.
What is the FBAR and do I need to file it?
FBAR (Foreign Bank Account Report) is required if the total value of your foreign financial accounts exceeds $10,000 at any point during the year. Penalties for non-filing can be severe, even when the omission is unintentional.
What is the Foreign Earned Income Exclusion (FEIE)?
The FEIE allows qualifying expats to exclude a portion of their foreign-earned income from US taxation. Eligibility depends on meeting the bona fide residence or physical presence test. We determine which test maximizes your benefit.
I haven't filed in several years. What are my options?
The IRS Streamlined Foreign Offshore Procedures allow non-willful late filers to come into compliance with reduced — and often eliminated — penalties. We guide eligible clients through this process.
Can you handle both federal and state taxes?
Yes. Many expats incorrectly assume they've severed state tax ties. We analyze your domicile, state-specific rules, and residency status to determine your actual filing obligations.
Ready to Get Started?
Schedule a strategy session to discuss your expat tax services needs.