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Tax Expatriate Services
Living or working abroad? SMAART navigates the complex tax regulations that follow U.S. citizens, green card holders, and international business owners worldwide.
Global Income. U.S. Tax Obligations. Expert Guidance.
The United States taxes its citizens and permanent residents on worldwide income, regardless of where they live or work. For expatriates, foreign nationals, and international business owners, this creates a complex web of filing requirements, exclusions, credits, and treaty provisions that demand specialized expertise.
SMAART Company's Tax Expatriate Services help individuals and businesses navigate the full spectrum of international tax regulations. We handle Tax Compliance and Filing, Foreign Earned Income Exclusion (FEIE), Foreign Tax Credits, Social Security and Retirement Contributions, Tax Treaty Benefits, Estate and Inheritance Tax Planning, Corporate and Business Tax Strategies, IRS Offshore Compliance Programs, and the tax implications of renouncing citizenship.
Whether you're a U.S. citizen living abroad, a green card holder, a foreign national working in the U.S., an international business owner, a remote worker or digital nomad, or an employee on an overseas assignment, SMAART ensures you remain fully compliant while minimizing your global tax burden.
Core Directives
Worldwide Compliance
Tax Optimization
Offshore Compliance
Ready When You Are
Operational Milestones
01
Assess
Review your residency status, income sources, foreign accounts, and international business interests to map your full tax profile.
02
Optimize
Identify all available exclusions, credits, and treaty benefits to minimize your global tax burden.
03
Prepare
Prepare and file all required returns, including federal, state, FBAR, FATCA, and any foreign jurisdiction filings.
04
Comply
Ensure full compliance with IRS offshore disclosure requirements and international reporting obligations.
05
Advise
Provide ongoing guidance on changes in tax law, residency status, and international business structures.
International Tax Mistakes Are Expensive
Unreported foreign accounts, missed FBAR filings, and incorrect treaty applications can trigger steep IRS penalties, often $10,000 or more per violation. Expert guidance is not optional when you earn or hold assets abroad.
Included Services & Outcomes
Expatriate tax compliance and filing (federal and state)
Foreign Earned Income Exclusion (FEIE) optimization
Foreign Tax Credit calculation and application
Tax treaty benefit analysis and implementation
Social Security and retirement contribution coordination
Estate and inheritance tax planning for international assets
Corporate and business tax strategies for international operations
IRS offshore compliance program guidance (FBAR, FATCA)
Global Life. Compliant Taxes.
SMAART ensures U.S. expatriates, foreign nationals, and international business owners meet every filing obligation, while keeping more of what they earn.
FAQ
Questions &
Answers
Get answers to the most common questions about our tax expatriate services services.
Yes. The U.S. taxes citizens and permanent residents on worldwide income regardless of where they reside. Filing requirements apply even if you owe no tax due to exclusions or credits.
The FEIE allows qualifying U.S. taxpayers living abroad to exclude a certain amount of foreign earned income from U.S. taxation. For 2024, the exclusion is over $120,000. SMAART ensures you qualify and maximize this benefit.
FBAR (FinCEN Form 114) is required if you have foreign financial accounts with an aggregate value exceeding $10,000 at any point during the year. Penalties for non-filing can be severe, SMAART ensures timely and accurate reporting.
Absolutely. Digital nomads, freelancers, and remote workers earning income while living abroad face the same U.S. tax obligations. SMAART helps you stay compliant while leveraging available exclusions and credits.
Renouncing citizenship triggers an expatriation tax, essentially a mark-to-market exit tax on your worldwide assets. SMAART provides planning and preparation to help you understand and manage the tax implications before and after renunciation.
Get Expert Expatriate Tax Support
Whether you're living abroad, managing international income, or planning a move overseas, SMAART's expatriate tax team has you covered.
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