Virginia Beach, VA CPA Firm

Expatriate Tax Services

Expatriate Tax Services

Michelle R. Montgomery, P.L.L.C., a Virginia Beach cross border CPA firm, is a cross border tax specialist working with U.S. expatriates who are living and working in Canada. There are unique tax planning, tax compliance and estate planning issues that U.S. citizens face when they live and work in Canada. Whether you are on a long-term work assignment or have permanently relocated, we can help.

Expatriates are subject to U.S. tax on their worldwide income regardless of where they live and earn their income. U.S. citizens are also required to file a U.S. tax return while living abroad. Our cross border CPAs are experts at consulting with U.S. expatriates about ways to reduce U.S. tax obligations through the use of foreign tax credits, foreign earned income and housing exclusions. We will also ensure you avoid a situation of double taxation for those individuals who are required to pay tax in both countries. The U.S. and Canada have an advantageous tax treaty in place that helps individuals avoid a double taxation situation. Michelle R. Montgomery, P.L.L.C. has extensive knowledge of the cross border tax rules in both U.S. and Canada.  We can help you avoid problems and pay the minimum in taxes.

Tax Services for U.S. Citizens

  • Tax return preparation – federal and state
  • Cross border tax planning
  • U.S. taxes for expatriates
  • Foreign Bank Reporting Requirements (FBAR) compliance
  • Foreign Account Tax Compliance Act (FATCA) Form 8938
  • Foreign earned income exclusion
  • Filing back taxes
  • Non-resident tax returns
  • Housing exclusion
  • Foreign tax credits
  • Retirement planning for expatriates
  • Estate planning for expatriates
  • Tax audit representation
  • Cross border ownership strategies
  • Offshore Voluntary Disclosure Program (OVDP)
  • Social security tax planning
  • Tax treaty utilization
  • Hypothetical tax/net pay calculations

Our Virginia Beach cross border CPA has experience helping U.S. expatriates with tax planning and tax compliance.   Give us a call today at 757-213-6945 to discuss your cross border tax needs.