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Non-residents, expats & ITIN

Whether you live abroad with US income or you’re an American living overseas, we file your US returns correctly, claim the treaty benefits and credits you’re owed, and get you an ITIN if you need one.

Book a free 15-minute consultation
ITIN applications

What we file for you

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Form 1040-NRFor non-residents with US income from rentals, a US business, wages, or investments.
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Dual-status returnsFor the year you move to the US or leave it, when you’re a resident for only part of the year.
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Americans abroadUS citizens and green card holders living overseas, using the foreign earned income exclusion (Form 2555) or foreign tax credits (Form 1116).
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FBAR and FATCAFinCEN Form 114 and Form 8938 for foreign bank, brokerage, and pension accounts.
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Tax treaty benefitsTreaty positions (Form 8833) and refunds of US tax withheld on your income.
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Foreign trusts and companiesForms 3520 and 3520-A for foreign trusts, and Form 5471 for shares in foreign corporations.

IRS Certified Acceptance Agent

ITIN applications

If you need to file a US return but can’t get a Social Security number, you need an ITIN. As a Certified Acceptance Agent, we verify your documents ourselves, so in most cases you don’t have to mail your passport to the IRS.

New applications and renewalsForm W-7 prepared and filed for you, your spouse, and dependents.
Filed with your tax returnMost first-time ITINs are filed together with the return that requires them.
Done remotelyDocument verification by secure video, wherever you live.

Pricing

Not all tax returns are the same, and we try to be fair in pricing. Our “starting at” prices are for a straightforward return. After your free consultation, you get a quote based on what your situation actually needs, before any work starts.

Free consultation
$0
15 minutes by video. We confirm what you need to file and send you a written quote.
Book a time
Non-resident or expat return
Starting at$500
Federal return with required state filing. FBAR, treaty forms, and foreign trust forms are quoted based on your situation.
Get started
ITIN application
$350per applicant
Form W-7, document verification as a Certified Acceptance Agent, and submission to the IRS.
Apply for an ITIN

Common questions

I live abroad. When is my US return due?

Americans living abroad get an automatic extension to June 15. Non-residents filing Form 1040-NR are due April 15 if they had US wages subject to withholding, and June 15 otherwise.

Do I need to file an FBAR?

If you’re a US person and your foreign accounts added together were over $10,000 at any point during the year, yes.

Do I have to come to the US?

No. Everything, including ITIN document verification, is done online.

“Good at explaining my options and the pros and cons of each path with my LLC and international resident/non-resident tax obligations. I will definitely work with Andrew again.”
James B. · Small business owner
“It was an absolute pleasure to work with Andrew. Very clear and easy-to-understand tax advice and delivery of information.”
Stefani K. · Individual