This “no charge” resource may help answer the difficult tax and financial questions US citizens and residents abroad generally have. If you have additional questions don’t hesitate to contact me.
Tax Guides for Individuals
In this section I cover a variety of tax issues individuals face. Whether you just started your first job or are planning your estate for loved ones I can help you through the process. Here’s just a fraction of my individual tax guides:
Basic Tax Information
Children and Taxes
Social Security & Medicare
Savings for Retirement / Estate Planning
- Financial Planning Guide
- Retirement Income
- Individual Retirement Accounts Traditional IRAs
- Individual Retirement Accounts Roth IRAs
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions
- Estate Tax (Form 706)
- Estate Planning Wills Probate Transfer of Assets
- Early Retirement Distributions
- Pension Income Planning
- Death of a Taxpayer
Marriage & Taxes
Healthcare
- Health Savings Accounts
- Health Care Reform State Health Insurance Exchanges
- Health Care Reform Premium Assistance Credit
- Health Care Reform Individual Insurance Requirement
- Health Care Reform Employer Insurance Requirement
- Health Care Reform Cost Sharing Subsidy for Individuals with High-Deductible Plans
Tax Guides for Businesses
Businesses face unique challenges with their finances and keeping meticulous tax records can help you avoid trouble down the line. We have guides available in the following business tax categories:
Business Financing
Business Entities
- Business Entity Pros and Cons
- Business Entity Comparison Chart
- S Corporations
- Partnerships
- Limited Liability Companies LLCs
Business and Healthcare
Tax Newsletters
Read an ongoing collection of industry newsletters which cover the most recent updates and changes to the US Tax Code.
Online Tax Guides
Other Resources
- Accountant for Americans Who Own Real Estate Overseas
- Accountant for Buyers of US Real Estate Property that Require FIRPTA Withholding
- Accountant for Filing Delinquent US Expat Taxes
- Accountant for Foreign Financial Account Reporting
- Accountant for Foreign Investment in Real Property Tax Act (FIRPTA)
- Accountant for Foreign Nationals that Own Real Estate in California
- Accountant for Foreign Nationals that Own Real Estate in Florida
- Accountant for Foreign Nationals that Own Real Estate in New York
- Accountant for Foreign Nationals that Own Real Estate in the US
- Accountant for Foreigners Investing in U.S. Real Estate
- Accountant for Late Filing of U.S. Taxes by Expats
- Accountant for Non-Reported U.S. Tax Return Filer Changes
- Accountant for Real Estate Brokers Dealing with FIRPTA Withholding Requirements
- Accountant for Real Estate Property Transactions to a U.S. Non-Resident Alien
- Accountant for Self Employed U.S. Expats
- Accountant for Sellers of US Real Estate Property that Require (FIRPTA) Withholding
- Accountant for Streamlined Foreign Account Reporting
- Accountant for Streamlined U.S. Tax Amnesty Filings
- Accountant for Tax Returns Required in FIRPTA Real Estate Transactions
- Accountant for U.S. Citizens with Foreign Pensions
- Accountant for U.S. Expat Federal Tax Return Preparation
- Accountant for U.S. Expats with American Pensions
- Accountant for U.S. Real Estate Property Transactions from Non-U.S. Citizens
- Accountant for U.S. Real Estate Property Transactions to Foreigners
- Accountant for U.S. Expat Tax Return Preparation
- Accountant for U.S. Taxpayers Living Outside the United States
- Foreign Account U.S. Tax Compliance
- Important 2017 Tax Dates for American Expatriates
- IRS Streamlined Procedures for Foreign Accounts
- Streamlined IRS Tax Compliance for U.S. Expats Living in Canada
- Streamlined Disclosure for U.S. Taxpayers Living Outside the U.S.
- Accountant for Double Taxation Issues for American Dual Citizens
- Tax Accountant for U.S. Expats Married to Foreign Citizens
- Tax Accountant for U.S. Expats Who Want to Renounce Their Citizenship
- Tax Filing Services for Identity Theft Victims
- Tax Help for U.S. Amazon Sellers Living Abroad
- Tax Preparation for US Expats Living Abroad
- U.S. Accountant for Past Year Tax Return
- U.S. Accountant to Amend Prior Year American Tax Returns
- U.S. Corporate Collections Assistance CPA
- U.S. Tax Accountant for CFC Filings
- U.S. Tax Accountant for Digital Nomads Living in Estonia
- U.S. Tax Accountant for Digital Nomads Living in Thailand
- U.S. Tax Accountant for Digital Nomads Living Overseas
- U.S. Tax Accountant for Owners or Beneficiaries of Foreign Trusts
- U.S. Tax Accountant for PFIC Filings
- U.S. Tax Preparation for Expats in Sweden
- U.S. Tax Preparation for Expats in the UAE
- U.S. Tax Preparation for IT Professionals
- U.S. Tax Preparation for Software Developers
- Virtual Accountant for US Tax Filing
- What Expatriates Need To Know About U.S. Tax Forms Before Filing Taxes or Reporting Offshore Accounts
- What American Expats Need to Know About Bitcoin and Taxes