Our Expertease

Who We Help

We specialize in supporting:

  • U.S. expats living in Portugal, Spain, Thailand, and beyond

  • Digital nomads and remote workers earning income abroad

  • Retirees and investors managing the U.S. & international assets

  • Americans who haven’t filed taxes in a years and need IRS compliance

  • U.S. Tax Preparation and Filing

    Whether you're an individual, small business owner, or expat, we ensure your tax return is accurate, timely, and optimized for maximum savings.

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  • Expat Tax Services

    Navigating FBAR, FATCA, and other IRS requirements for expats? We’ve got you covered. From filing to compliance, we make expat taxes hassle-free.

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  • IRS Representation

    Facing an audit or tax dispute? Let us handle communication with the IRS and resolve your issues efficiently and effectively.

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  • Tax Planning

    Strategic planning can save you money. We create personalized tax strategies to minimize liabilities and maximize your financial future.

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  • Payroll Tax Services

    Streamline your payroll tax reporting with our expert assistance, ensuring compliance and accuracy every time.

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Rates & Pricing

  • Initial Strategy Consultation ($300)

    What’s included:

    - Two 30-minute sessions (scheduled separately)
    - Review of your current situation and goals
    - Preliminary analysis of U.S. expat tax requirements
    - Opportunity to determine fit before engaging in a full service package

    This consultation fee is non-refundable but may be credited toward a full tax service package if you choose to move forward within 30 days.

  • Basic Tax Return ($1,000 to $1,500 before March 31)

    Who it’s for:

    - Expats with simple income (e.g., W-2 or 1099, no foreign assets)
    - No major compliance issues
    - Just need to file their U.S. return

    What’s included:
    - U.S. Federal Tax Return (Form 1040 + Schedule 1-3 if needed)
    - Foreign Earned Income Exclusion (Form 2555) OR Foreign Tax Credit (Form 1116)
    - E-filing + confirmation
    - Email support for basic questions

  • Full Compliance Check + Return ($1,500 to $2,500)

    Who it’s for:
    - Expats with more complexity (foreign bank accounts, rental income, investments, LLCs abroad)
    - Need an IRS compliance check before filing

    What’s included:
    - Everything in Basic Tax Return, PLUS:
    - FBAR (FinCEN 114) Filing (for foreign bank accounts)
    - Foreign business income reporting (if they own a business abroad)
    - Tax treaty review (to prevent double taxation)
    - IRS risk assessment (checking prior filings for errors or risks)
    - Priority email & phone support

  • Premium Tax Planning & Strategy ($3,500 to $6,000)

    Who it’s for:
    - High-net-worth expats, entrepreneurs, investors
    - Want tax minimization strategies
    - Need full U.S. & Portugal tax coordination

    What’s included:
    - Everything in Full Compliance Check, PLUS:
    - Year-round tax planning meetings (quarterly or semi-annual)
    - U.S. & Portugal tax strategy session (working with a Portuguese tax consultant)
    - Customized tax minimization plan
    - Retirement & investment tax planning - IRS audit defense support

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Additional Services &
Custom Requests

Any service, consultation, or deliverable not listed above — including legal correspondence support, residency audits, late filings, streamlined procedures, or special document preparation — will be scoped and priced separately. A clear outline of work and fees will be provided in writing before work begins