Ensure next year's taxes are optimized.

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US Expat Tax Planning

One-On-One Tax Planning

Finished filing your 2023 taxes and want to plan ahead for 2024? You can add on the planning services for only 269€302$* additional.

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All New for 2024 Tax Prep! Now you can book a video call with one of our expat tax pros. During your 30-minute call, you can ask any questions to help you plan for the 2024 tax year. Sound good? Book your call today!

Get your questions answered about planning your:

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Investing

Can you contribute to a US IRA?

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Investing

What is capital gains harvesting?

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Investing

Will your foreign investments trigger US tax issues?

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Business

What business structure helps or hurts your US taxes?

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Property Sales

Should you sell or gift?

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Property Sales

What deductions are applicable?

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Property Sales

How much tax to expect on property sales?

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Retirement

Will your foreign pension plans trigger US tax issues?

Frequently asked questions

Here are the most common questions about our planning program, let us know if you have more.

No, however we do recommend it as we may need your latest tax return during our review. You should look to finish up your current year taxes either on MyExpatTaxes (preferred) or through another tax provider.

The video call included in your Premium Tier purchase is to review your current year's taxes only. However, you can easily add on the Planning service to your Premium Tier to get a second video call, dedicated to future tax planning.

No. The call is restricted to tax advice, no investment advice. We do not provide tax advice for other countries other than the US.

Yes please! It is necessary to inform us of the topics you would like to see covered in the in the call. Please proceed after checkout and provide the information at least one week before the call. If no information is provided, the call may be rescheduled for a later available date.

* Actual USD prices are dependent on the recent exchange rate. We are using exchange rates as published on exchangeratesapi.io which are updated on a weekly basis, and include an exchange fee of 4%.

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no matter how complex the return