You don't have to be a tax expert. That's our job.
U.S. Expat Tax Experts
At Your Service
2000+
tax returns prepared
500+
expats helped
13+
years of experience
Welcome to ComplianceTAX
Are you a US citizen or Green Card holder living in a foreign country? Navigating the intricacies of tax compliance can be challenging but worry not – ComplianceTAX is here to simplify your expat tax journey. At ComplianceTAX, we specialize in providing comprehensive tax return preparation services tailored to the unique needs of US expatriates residing overseas. Our team of experienced tax professionals understands the complexities of cross-border taxation and is dedicated to ensuring you remain compliant with US tax laws.
Does this sound like you?
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Why Choose Compliance Tax
Experience & Expertise
Our team comprises seasoned tax experts who possess in-depth knowledge of the ever-evolving tax regulations for US expats. We stay up-to-date with the latest changes, ensuring your tax returns are accurate and fully optimized.
Efficiency and Convenience
Our streamlined process ensures that your tax return preparation is efficient and hassle-free. With a user-friendly online portal, you can securely upload your documents and communicate with our experts at your convenience.
Tailored Solutions
We recognize that every expat's situation is unique. Our personalized approach means we take the time to understand your financial circumstances, enabling us to provide customized solutions that maximize your tax benefits.
Comprehensive Services
From filing your annual tax returns and Foreign Bank Account Reporting (FBAR) to addressing complex tax issues like the Foreign Tax Credit and Tax Treaty benefits, we offer a comprehensive range of services to cover all your tax-related needs.
Peace of Mind
Navigating dual taxation systems can be overwhelming. ComplianceTAX takes the stress out of the equation, offering you peace of mind knowing that your tax obligations are being handled by professionals who have your best interests at heart.
Transparent Pricing
We believe in transparency. Our straightforward pricing structure ensures that you know exactly what you're paying for, with no hidden fees.
Our Expertise
Our Process
Submit The Contact Form
Step 1
Initiate the process by filling out our contact form. Provide us with your personal details and share specific information about your requirements. Your input is crucial in helping us tailor our services to meet your unique needs. Let's start the journey together—submit your contact form today!
Meet Your U.S. Tax Accountant
Step 2
Upon receiving your inquiry, expect a prompt response from your dedicated U.S. tax accountant. Within just one business day, our expert will reach out to you. You can also book a call with your accountant to talk about your specific situation if you want.
Streamlined Data Collection Process
Step 3
Following our initial contact, we will provide you with a comprehensive tax questionnaire. This questionnaire serves as a key tool for gathering essential details required to assess your unique tax filing requirements. Your responses will not only aid in understanding your specific tax situation but will also enable us to provide transparent pricing information tailored to your needs. Our goal is to streamline the data collection process, ensuring accuracy and efficiency in addressing your tax considerations.
Transparent Pricing & Agreement
Step 4
Upon receiving your completed tax questionnaire, our team will conduct a thorough analysis to determine your specific filing requirements. Subsequently, we will provide you with a clear and detailed quote. This transparent pricing ensures that you have a comprehensive understanding of the costs associated with our services. Following the quote, we will guide you through the agreement process, ensuring that all terms and details align with your expectations. Our commitment to clarity and transparency extends to this crucial step, ensuring a seamless experience as we move forward together.
Tax Return Preparation
Step 5
Once you've completed the sign-up process, our dedicated team will initiate the preparation of your tax return promptly. To kick off this phase, you can expect to receive an initial information request from us. This request is designed to ensure that we have all the necessary details to accurately and comprehensively prepare your tax return. Our commitment is to make the tax return preparation process smooth and efficient for you. Rest assured, your compliance is our priority, and we look forward to delivering a meticulously prepared tax return tailored to your unique financial circumstances.
Review Your Draft Tax Return
Step 6
Upon receiving all the necessary information from you, our team will diligently finalize your tax return. Following this thorough process, we will present you with a draft version of your tax return for your review. This step allows you to carefully examine the details and ensure that all relevant information has been accurately incorporated. We prioritize your satisfaction and aim to provide a transparent view of your tax situation. Your feedback during this phase is valuable, and any necessary adjustments will be made to guarantee the utmost accuracy and compliance. Our goal is to deliver a draft tax return that aligns seamlessly with your financial profile.
Convenient Payment Process
Step 7
Once you've reviewed and are satisfied with your tax return, the next step is a hassle-free payment process. We operate on a no-upfront-payment policy, allowing you to proceed with confidence. Simply make the payment in accordance with the service quote provided. Your satisfaction is paramount, and we've designed this step to be straightforward and convenient for you. We appreciate your trust in our services.
Effortless Tax Return Submission
Step 8
After receiving your payment, we'll swiftly proceed to file your tax return, allowing you to relax with the assurance that your tax obligations are in capable hands. As an authorized IRS e-file provider, we leverage secure and efficient electronic filing methods to streamline the submission process. Rest easy knowing that your tax matters are being handled with the utmost care and compliance. Our commitment is to make the conclusion of your tax journey seamless, ensuring you can focus on what matters most while we take care of the rest.
Keep these documents handy to prepare your U.S. tax return
Year-round tax planning is for everyone
Just because you filed your tax return doesn’t mean you don’t need to think about taxes
for the rest of the year. What you do now may affect the tax you could owe or the refund
you expect next April.
Organize your tax records. Develop a system that keeps all your important information
together. You can use a software program for electronic recordkeeping or store paper
documents in labeled folders. Throughout the year, add tax records to your files as you
receive them. Having your records readily accessible will make preparing your return
easier and may help you discover potentially overlooked deductions or credits. Notify
the IRS if your address changes. Notify the Social Security Administration of a legal
name change to avoid a delay in processing your tax return.
Identify your filing status. Your filing status is used to determine your filing
requirements, standard deduction, eligibility for certain credits, and your correct tax. If
more than one filing status applies to you, use the Interactive Tax Assistant to help you
choose the one that will result in the lowest amount of tax. Changes to your family life —
marriage, divorce, birth and death — may affect your tax situation, including your filing
status and your ability to claim certain tax credits and deductions.
Know your Adjusted Gross Income (AGI). Your AGI and tax rate are important
factors in figuring your taxes. AGI is your income from all sources less any adjustments
or deductions to your income. Generally, the higher your AGI, the higher your tax rate,
and the more tax you pay. Tax planning can include making changes during the year
that lower your AGI.
Check your withholding. Since federal taxes operate on a pay-as-you-go basis, you ‘ll
need to pay most of your tax during the year as you earn the income. Use the IRS
Withholding Calculator to check your withholding when your personal or financial
information changes. Provide your employer with an updated Form W-4 if you want to
change how much tax is withheld from your paycheck. Changing your withholding and
having more withheld from your paycheck may lower your AGI and affect your tax bill or
expected refund. Consider completing a new Form W-4 each year and when your
personal or financial situation changes.
Save for your retirement. Retirement savings opportunities can also lower your AGI.
Contributing money to a retirement plan at work reduces your take-home pay and your
AGI. Contributing to a traditional IRA plan is another way to save for retirement and
lower your taxable income.
Benefit from tax credits and deductions. Your taxable income is what’s left over after
you subtract any eligible deductions from your AGI, including your standard deduction.
Tax credits reduce your tax when you subtract them from the amount of tax you owe.
Tax planning can help your overall financial planning. Start planning now to identify tax
savings year-round so next year’s filing season is less “taxing” for you and your family.