Services for Americans living abroad
Carefully scoped services for Americans abroad, freelancers and suitable small businesses—with clear explanations before the work begins.
Core services
Availability, included forms and pricing are confirmed after reviewing your facts.
For suitable U.S. citizens and taxpayers living in Switzerland or elsewhere abroad.
Forms and reporting needs are determined from the client’s facts. Not every international issue will be accepted.
For suitable self-employed Americans whose business activity is included with an individual return.
Acceptance depends on complexity and record quality. Entity, payroll and cross-border questions may need separate review.
Preparation for straightforward entities, subject to an initial complexity and records review.
Not every entity or international structure will be accepted. Clean, complete books are normally required.
For suitable U.S.-connected small businesses that want clearer records throughout the year.
Payroll, bill payment, invoicing, catch-up work and advisory services are included only when stated in the engagement.
Possible additions
These items are considered after the underlying facts are reviewed. They are not automatically included in every return.
Foreign-account reporting support when applicable and accepted within the engagement.
Foreign-asset reporting support when required by the client’s circumstances and within scope.
Separate cleanup work may be proposed when records are not ready for return preparation.
How it works
Tell us where you live, what help you need and the filing years involved. Do not attach tax documents.
We review suitability and explain deliverables, limitations, information needed and the expected fee.
After engagement, sensitive documents are exchanged through the approved secure process.
Service boundaries
Individual U.S. returns for Americans abroad, suitable freelancer returns, straightforward small-business filings and monthly bookkeeping.
PFICs, trusts, foreign corporations, complicated pensions, treaty interpretation, controversial positions or matters outside the firm’s documented experience.
Send a short inquiry without tax documents or sensitive identification. We will first confirm whether your situation is a suitable fit.
Services for Americans living abroad
Carefully scoped services for Americans abroad, freelancers and suitable small businesses—with clear explanations before the work begins.
Core services
Availability, included forms and pricing are confirmed after reviewing your facts.
For suitable U.S. citizens and taxpayers living in Switzerland or elsewhere abroad.
Forms and reporting needs are determined from the client’s facts. Not every international issue will be accepted.
For suitable self-employed Americans whose business activity is included with an individual return.
Acceptance depends on complexity and record quality. Entity, payroll and cross-border questions may need separate review.
Preparation for straightforward entities, subject to an initial complexity and records review.
Not every entity or international structure will be accepted. Clean, complete books are normally required.
For suitable U.S.-connected small businesses that want clearer records throughout the year.
Payroll, bill payment, invoicing, catch-up work and advisory services are included only when stated in the engagement.
Possible additions
These items are considered after the underlying facts are reviewed. They are not automatically included in every return.
Foreign-account reporting support when applicable and accepted within the engagement.
Foreign-asset reporting support when required by the client’s circumstances and within scope.
Separate cleanup work may be proposed when records are not ready for return preparation.
How it works
Tell us where you live, what help you need and the filing years involved. Do not attach tax documents.
We review suitability and explain deliverables, limitations, information needed and the expected fee.
After engagement, sensitive documents are exchanged through the approved secure process.
Service boundaries
Individual U.S. returns for Americans abroad, suitable freelancer returns, straightforward small-business filings and monthly bookkeeping.
PFICs, trusts, foreign corporations, complicated pensions, treaty interpretation, controversial positions or matters outside the firm’s documented experience.
Send a short inquiry without tax documents or sensitive identification. We will first confirm whether your situation is a suitable fit.