Expat CPA

Business Details

32 Years

experience

Trusted Expat Tax Services for Americans Abroad

Expat CPA is a California-based certified public accounting firm dedicated to serving the American expatriate community since 1994. Our U.S. expat tax professionals bring Big 4 international accounting firm experience, offering comprehensive tax preparation and planning services tailored to Americans living abroad. We specialize in federal, state, and business tax returns, U.S. expat tax planning, and streamlined processes for expats behind on taxes. Our 4-step online process ensures compliance for U.S. expat taxes is simple and secure, supported by a strict privacy policy and competitive fees.

As a professional accountancy corporation majority-owned by CPAs, we guarantee expert expat tax accountant expertise. With over 10,000 expat tax returns produced and a 99% client satisfaction rate, we combine decades of experience with global reach, having worked with expats in nearly every country worldwide. Our mission is to provide excellent tax, accounting, and financial services to clients wherever they reside in the global economy.

Services

Federal Tax Return State Tax Return Form 5471 Self-Employed Tax Return FATCA Reporting

Details

Year established: 1994

Highlights and features

25 years of specialized expat tax expertise since 1994
CPAs with Big 4 international accounting firm experience
4-step online process simplifies U.S. expat tax compliance
Strict privacy policy protects client information securely
Competitive fees with 99% client satisfaction rate

Associations and certifications

Certified Public Accountants (CPA)

What people say

Thoroughness Timeliness Professionalism Competitive fees Secure process

Website

Update Listing

Services

Federal Tax Return

Expat CPA specializes in preparing federal tax returns for Americans living abroad. Our expert CPAs handle Form 1040 with foreign earned income exclusions, housing deductions, and tax credits. We ensure compliance with IRS requirements while minimizing tax liabilities through strategic planning. Our services include Form 2555 preparation and assistance with tax questionnaire completion.

FATCA Reporting

We provide comprehensive FATCA reporting services for expats with foreign financial assets exceeding $200,000. Our team prepares Form 8938 disclosures and ensures compliance with IRS requirements for specified foreign financial assets. We help clients understand reporting thresholds, avoid penalties, and maintain proper documentation for foreign bank accounts and investments.

FBAR Filing

Our FBAR filing service handles FinCEN Form 114 requirements for expats with foreign accounts exceeding $10,000. We ensure accurate reporting of all financial interests and signature authorities while maintaining compliance with strict deadlines. Our CPAs provide guidance on avoiding willful and non-willful penalty exposure through proper disclosure procedures.

Streamlined Procedure

We assist expats in resolving past tax delinquencies through the IRS streamlined procedure. Our service includes preparing 3 years of back tax returns and 6 years of FBAR filings. We help clients demonstrate non-willful conduct while ensuring complete compliance with IRS offshore disclosure requirements for Americans living abroad.

Tax Consulting

Our tax consulting service provides personalized guidance for complex expat situations. We offer tax planning strategies, projections for life changes, and return reviews for past filings. Our hourly consultation service helps clients optimize their tax positions through strategic planning for foreign income, investments, and residency changes.

Questions

Do U.S. expats need to file tax returns?

Yes, U.S. citizens living abroad must file annual tax returns if they meet minimum income requirements, including foreign earned income exclusions and housing deductions.

What is the Foreign Earned Income Exclusion?

The FEIE allows qualifying expats to exclude up to $112,000 of foreign earned income from U.S. taxation while maintaining eligibility for housing exclusions and deductions.

How does state tax residency work for expats?

State tax obligations depend on severed ties with former states. Some states like California maintain aggressive residency claims for former residents living abroad.

What are FBAR and FATCA requirements?

FBAR requires reporting foreign accounts exceeding $10,000; FATCA mandates Form 8938 disclosures for assets over $200,000 with significant penalties for non-compliance.

Can expats catch up on delinquent taxes?

Yes, the IRS streamlined procedure allows non-willful expats to file 3 years of returns and 6 years of FBARs to become compliant with reduced penalty exposure.

Reviews (4)

Write a Review

Jube Jubin

Sep 17, 2021 Report

Positive:Professionalism
Have been using their services for 13 years, they are always super helpful and cut through all the things i have no idea about and simply take cars of business. Being a Tax Dummy. Glad they are there!

Ryan Szatkowski

May 14, 2020 Report

There are many companies out there with a similar name ----- I think the reviews below are for a different company. ExpatCPA has been extremely helpful in making a very complicated process, easy! It's a big stress relief knowing I am compliant with the law, and ExpatCPA has been helpful answering the many questions I have had trying to better understand the process. I would highly recommend them and will file with them again in 2021!

Sara Rosengard

Nov 25, 2019 Report

This outfit knows nothing about foreign tax systems although they call themselves Expat CPA. I ended up paying thousands of dollars more in Japanese taxes because they did not advise me on how to file my foreign taxes or whether I even had to. Only after I was slapped with $5000 in Japanese taxes did they say `I really don't understand your issue.' The front guy Lewis is not even a CPA, although he calls himself one. These people can file your American taxes as anyone can using Turbo. But forget about getting any foreign tax advice. User be ware.

Ying Liu

May 23, 2019 Report

I don't recommend this business. They are very dishonest, vague and misleading with their pricing. They charged me thousands of dollars without my knowledge, and for forms that are not even necessary. I am trying to get a refund through BBB. Be aware and don't give out your credit card to them without having a signed price quote or agreement from them.