U.S. EXPAT TAX – ONLINE QUOTE GENERATORName* First Last Email* Enter Email Confirm Email Phone*Country of Residence*– Please SelectAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsHow many U.S. Federal Tax Returns do you need to file*?*1234 or more years/unsure*Pricing includes your Report of Foreign Bank and Financial Accounts (“FBAR”) for up to five accounts.How many State Tax Returns do you need to file (e.g. owning a rental property will trigger a State Return requirement in most states)?*01234 or more years/unsureDid you directly own or have signature authority over foreign bank accounts, securities, or other type of investment accounts with an aggregated balance over $10,000 at any time during last year (or tax year(s) to file)? If yes, how many?No (none)1 – 56 – 1011 – 25More than 25How many sources of employment income did you have for the years to be filed?*012345 or moreDid you have any capital gains/losses from stock trades during the tax year(s) to be filed?*No1 – 5 trades/year6 – 15/year> 15/yearDid you own any rental properties with reportable income at any point during the tax year(s) to be filed? If Yes, how many?*No1234567891010 or moreWhat is your estimated worldwide income during last year (or tax year(s) to file)?*0 – $99,999$100,000 – 249,999$250,000 – 499,000$500,000 or moreDid you have more than $300,000 at any time during the year or $200,000 at the end of the year as the maximum combined balance of your foreign financial assets bank account(s), investment account(s), insurance policies with surrender value etc., (double these amounts if filing a Joint Return)?*NoYes (Form 8938)Did you have any self-employment/sole proprietorship sources of income/ losses for any of tax years to be filed?*NoYesDo you have any reportable partnership interests for the tax year(s) to be filed? If Yes, how many? (Schedule K1ʼs)*No1 – 23 – 56 or moreHave you or your spouse received any notices from the IRS or are either of you currently involved in a tax audit?NoYesText box for explanation*Were you a director and/or shareholder/owner of a foreign company, trust, or partnership at any time during the tax year(s) to be filed?*NoYesDo you require any additional tax-related consultation services (e.g. tax equalization/hypo tax calculations, FATCA compliance, multi-jurisdictional tax planning)?*NoYes (fees are based on an hourly rate; We will reach out via email/tel for an estimate)Do you have any other tax filing needs that you feel were not addressed in this questionnaire? If Yes, please provide a description below.*NoYesNotes*Total $0.00 One of our tax professionals will reach out to you directly to request additional information needed to provide a quote.Δ
