Business Details
32 Years
experience
Expert U.S. Expat Tax Services in Irvine, CA
Expat CPA is a California-based certified public accounting firm dedicated to serving the American expatriate community. Established in 1994, we specialize in U.S. expat tax preparation, planning, and compliance for individuals and businesses living abroad. Our team of expert CPAs brings decades of experience, including Big 4 international accounting firm expertise, to help clients navigate complex U.S. tax obligations from virtually anywhere in the world. We offer a comprehensive range of services including federal and state tax returns, FBAR reporting, FATCA compliance, Form 5471 preparation, and streamlined procedures for delinquent filers.Our 4-step online process ensures simplicity and accessibility, while our strict privacy policy guarantees secure handling of sensitive financial information. With over 25 years of specialized experience and a 99% client satisfaction rate, we have produced more than 10,000 expat tax returns. Our mission is to provide unparalleled tax, accounting, and financial services to U.S. expatriates, combining technical excellence with personalized attention to minimize tax burdens and ensure full compliance.
Services
Federal Tax Return
State Tax Return
Form 5471
Self-Employed Tax
FATCA Reporting
FBAR
Streamlined Procedure
Individual Consulting
Form 1040NR
Details
- Year established: 1994
Highlights and features
- Trusted firm since 1994 with 25+ years of expat tax expertise
- CPAs with Big 4 international accounting firm experience
- Strict privacy policy ensures secure handling of sensitive information
- Competitive pricing with transparent fee structure
- 99% client satisfaction rate from serving expats in 190+ countries
What people say
Best tax attorney ever
Excellent service
Thorough and professional
Easy experience
Speedy assistance
Services
Federal Tax Return
Preparation of U.S. federal tax returns for expatriates, including Form 1040 and applicable schedules. Our CPAs handle complex international tax situations, ensuring compliance with IRS requirements while maximizing available exclusions and credits. Services include foreign earned income exclusion, foreign tax credit, and reporting of worldwide income for American citizens living abroad.
FBAR Reporting
Comprehensive FBAR (FinCEN Form 114) preparation for U.S. persons with foreign financial accounts exceeding $10,000. Our experts ensure accurate reporting of bank accounts, brokerage accounts, and mutual funds held abroad, helping clients avoid severe penalties while maintaining full compliance with U.S. Treasury regulations.
FATCA Reporting
Assistance with FATCA (Form 8938) requirements for reporting specified foreign financial assets. We help clients understand their disclosure obligations, properly value foreign assets, and meet IRS reporting thresholds to avoid substantial penalties for non-compliance with Foreign Account Tax Compliance Act regulations.
Streamlined Procedure
Guidance through IRS streamlined filing procedures for expats with unfiled returns or FBARs due to non-willful conduct. Our team prepares required documentation, including certification forms and back returns, to help clients achieve tax compliance while minimizing potential penalties for past non-disclosure.
Form 5471
Preparation of Form 5471 for U.S. shareholders of foreign corporations. We assist with reporting requirements for controlled foreign corporations (CFCs), including Subpart F income disclosure, earnings and profits calculations, and compliance with complex international tax code provisions governing foreign business ownership.
People
John Harvey
CPA, MBT
Experienced CPA with specialization in international tax matters, providing expert guidance on U.S. expat tax compliance and planning for individuals and businesses worldwide.
Cavan Glassman
EA
Enrolled Agent with extensive experience in expatriate tax services, offering personalized solutions for complex international tax situations while maintaining strict confidentiality.
Jeff Gignac
CPA
Certified Public Accountant focused on delivering comprehensive tax solutions for Americans living abroad, combining technical expertise with client-centered service.
Elena Peel
Tax Professional
Dedicated tax specialist supporting expatriates with U.S. tax compliance requirements, ensuring accurate reporting of foreign income and assets.
Arn Dery
CPA
Experienced Certified Public Accountant providing specialized tax services for U.S. citizens navigating international tax obligations from abroad.
Questions
When must I file my federal tax return as an expat?
Automatic extension to June 15 if living abroad. Attach eligibility statement when filing.
Do I need to file U.S. taxes while living overseas?
Yes, if you'd be required to file while living in the U.S. Worldwide income is subject to U.S. tax.
What is the Foreign Earned Income Exclusion?
Excludes up to $126,500 (2024) of foreign earned income if qualifying with bona fide residence or physical presence test.
What accounts must I report on FBAR?
Foreign bank accounts, brokerage accounts, mutual funds, and other financial accounts exceeding $10,000 aggregate value.
Can I get tax credits for foreign taxes paid?
Yes, claim Foreign Tax Credit on Form 1116 to avoid double taxation on income taxed by both U.S. and foreign governments.
What is the Streamlined Procedure?
IRS program for expats with unfiled returns due to non-willful conduct. Requires 3 years of returns and 6 years of FBARs.
