The IRS allows U.S. taxpayers to come into compliance through the use of a streamlined filing procedure. Certain restrictions need to be met to qualify for the domestic or foreign streamlined procedure. In general, the purpose is to allow taxpayers to file amended or delinquent returns and resolve their tax and penalty obligations, all with…
All income and expenses on your tax return must be reported in U.S. dollars. In general, you can use the exchange rate on the day a payment or expense was received or paid, or an average annual exchange rate. To use the average annual exchange rate, your income and expenses need to be earned or…
Your responsibilities will depend on the state you lived in before you moved overseas. The state income tax return residency rules for taxpayers that reside overseas vary greatly from state to state, and there are numerous ways that each state makes this determination. Some states use a “time-based” test, while other states, such as California,…
Generally, all foreign accounts for which you have a financial interest or signature authority will need to be reported on the FBAR, as long as the combined total exceeds $10,000 at any time during the year. In addition, these accounts are required to be reported on Form 8938 if they exceed the following thresholds: Specified…
The U.S. is the only country that has taxation of worldwide income for all of its citizens, no matter where they live and regardless of how long they have been overseas. In fact, the U.S. is one of the the only countries that imposes what is known as a “diaspora tax” on its citizens. If…
Yes, it is possible to request an ITIN (individual taxpayer identification number) for your spouse if they don’t already have a U.S. tax identification number, so that a joint tax return can be filed. However, in order to file a joint tax return, your non-resident spouse will be required to make an election as part…
You can expect to receive the tax returns for your review within 15 business days from receiving the requested documentation needed to prepare your return(s). During peak times/deadlines, returns may be delayed by a few days, but your return status will always be accessible.
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Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.
The Client Workflow Excellence Manager will lead the client service experience at Tax Samaritan. This role ensures clients receive unparalleled communication, seamless service delivery, and exceptional care aligned with our commitment to proactive and personalized tax solutions for U.S. expats.
Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.
The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.
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