U.S. TAX GUIDANCE WHEREVER LIFE TAKES YOU

Expat Tax Solutions

Clear, practical guidance for U.S. citizens and Green Card holders living, investing or moving across borders.

UNDERSTANDING U.S. TAX OBLIGATIONS

U.S. tax rules do not stop at the border

Wherever you are in the world, U.S. citizens and Green Card holders can remain subject to U.S. taxation. Foreign income, financial accounts, investments, pensions and business interests can all create additional filing requirements.

Newbery International brings firsthand international experience to these questions. We listen carefully, explain the relevant rules in plain language and identify practical next steps for your circumstances.

EXPAT TAX SERVICES

Support for the tax issues that follow you across borders

Advice and compliance support for the five areas most frequently encountered by internationally mobile taxpayers.

01

Returns, Credits & Exclusions

Prepare U.S. tax returns and assess foreign tax credits, the foreign earned income exclusion, child tax credits and other provisions relevant to your circumstances.

02

Resolving Filing Issues

Review missed returns and foreign-asset reporting, including whether eligible non-willful taxpayers may use streamlined procedures to become compliant.

03

Foreign Assets & Investments

Identify reporting requirements and potentially punitive rules affecting foreign funds, pensions, companies, trusts and financial accounts.

04

Coming to or Leaving America

Plan around residency dates, worldwide income, asset transactions and entity ownership before an international move changes the applicable tax rules.

05

Expatriation

Understand the filing, certification and potential exit-tax implications of abandoning long-term residency or renouncing U.S. citizenship.

WHY NEWBERY INTERNATIONAL

International perspective. Personal service.

Advice informed by lived international experience

Complex filing and reporting questions are translated into clear explanations you can act on, with guidance shaped around where you live, where you are moving and what you need to resolve.

Planning a move—or catching up?

Speak with Newbery International before a cross-border decision creates an avoidable tax problem.