International & Expat Tax
U.S. tax obligations that follow you across borders
The United States taxes citizens and residents on worldwide income regardless of where they live. This is our deepest specialty: keeping internationally connected taxpayers compliant without overpaying, and correcting years that were missed.
What's included
U.S. citizens living abroad
Annual filing obligations, state residency questions and coordination with local filings.
Foreign Earned Income Exclusion
Form 2555, bona fide residence and physical presence testing, and when the FEIE is the wrong choice.
Foreign Tax Credit
Form 1116, category baskets, carryovers and the interaction with the FEIE.
FBAR
FinCEN Form 114 for foreign financial accounts exceeding the aggregate threshold.
FATCA
Form 8938 reporting of specified foreign financial assets and the associated thresholds.
Foreign business interests
Ownership in non-U.S. entities and the information returns that ownership triggers.
Who this is for
- Americans living in Brazil, Europe, Latin America or Asia
- Green card holders spending most of the year outside the U.S.
- People relocating to or from the United States mid-year
- Taxpayers with foreign accounts, pensions or company ownership
Alderbrook advises on U.S. federal and state tax obligations. We do not prepare Brazilian or Spanish tax returns, and we do not provide legal services or immigration advice.
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