Ensure next year's taxes are optimized.
Make the right decisions now.
One-On-One Tax Planning
Finished filing your 2022 taxes and want to plan ahead for 2023?
All New for 2023 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 2023 tax year. Sound good? Book your call today!
Get your questions answered about planning your:
Investing
Can you contribute to a US IRA?
Investing
What is capital gains harvesting?
Investing
Will your foreign investments trigger US tax issues?
Business
What business structure helps or hurts your US taxes?
Property Sales
Should you sell or gift?
Property Sales
What deductions are applicable?
Property Sales
How much tax to expect on property sales?
Retirement
Will your foreign pension plans trigger US tax issues?
What is included in the 280€298$ planning upgrade?*
Already a Premium Client for the current tax year? You can add on the planning services for only 269€287$ additional.
Professional Tax Consulting and Review
30 Minute Video Call to discuss your tax situation
Everything for a Federal Tax Return
Continued email support for tax planning questions
* The Planning Package is only available if your financial records and bookkeeping are up to date and organized in a usable manner for your US tax preparation. If you need support organizing financial statements including bank statements, additional fees will apply.
* 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%.
Frequently asked questions
Here are the most common questions about our planning program, let us know if you have more.
Yes! You cannot use our planning service until your current year tax return is completed. You will need 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.
Even if you only need the Planning Service, we’ll include the Premium Tier features since in order to plan for your future tax situation, a tax professional will need to review your current year tax situation in depth.
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