$100 only

The $100 will apply as a credit toward the preparation of an amended return if an amended return is necessary.

The Review Process includes:

  • Professional review of your Expat tax return by an expatriate tax expert
  • Explanation of any error and omission and possible consequences
  • Tax advice and course of action to follow if errors are found on the preparation of your Expat tax return.

The complexity and length of the federal income tax code, specially the code section dealing with American living abroad, makes it highly probable that deductions, exclusions, and credits may be overlooked on your expat tax return.

We can uncover omissions and errors made by other preparers and find opportunities to reduce the burden on your Expat tax return. We have over 20 years of experience assisting American expatriates with their tax related needs.

Common Errors on your Expat tax return:

The most common mistakes on Expat tax returns include:

  • Not taking full advantage of the foreign earned income exclusion and housing exclusion.
  • Not claiming or erroneously claiming the foreign tax credit on your expat tax return.
  • Mistakes with the computation of the foreign tax credit.
  • Not claiming the child tax credit when the requirements to claim the credit have been met.
  • Selecting an incorrect filing status on your expat tax return when the taxpayer is married to a non-resident alien spouse.
  • Names or numbers that don’t match Social Security records.
  • Incorrect bank account numbers for direct deposit.
  • Forgetting to sign and date the expat tax return.

The following is a series of questions provided by the IRS to help you avoid the most common errors made when preparing your Expat Tax Return.

  • Did you consider filing your expat tax return electronically? By electronically filing your tax return, many common errors may be avoided or corrected by the computer software.
  • Did you clearly print your name, social security number, and address, including zip code directly on your return? Note that if you are married but filing a separate return, do not include your spouse’s name in the Name, Address and Social Security Number field on the expat tax return.
  • Did you enter the names and social security numbers for yourself, your spouse (if filing jointly), your dependents, and qualifying children for the child tax credit, exactly as those names and numbers appear on each person’s social security card?
  • Did you check only one filing status?
  • Did you check the appropriate exemption boxes and enter the names and social security numbers exactly as those names and numbers appear on each person’s social security card, for all dependents you claimed? Is the total number of exemptions entered?
  • Did you enter income, deductions, and credits on the correct lines and are the totals correct?
  • If you are taking the standard deduction and checked any box indicating either you or your spouse were age 65 or older or blind, did you find the correct standard deduction using the worksheet in the Form 1040 Instructions?
  • Did you figure the tax correctly? If you used the tax tables, did you use the correct column for your filing status as shown on your expat tax return?
  • Did you sign and date the return? If it is a joint return, did your spouse also sign and date the return?
  • Do you have a Form W-2 (PDF) from each of your employers and did you attach Copy B of each Form W-2 to your expat tax return? If you have more than one job, combine the wages and withholdings from all Form W-2s you receive and report those amounts on one return.
  • Did you attach each Form 1099-R (PDF) that shows federal tax was withheld?
  • Did you attach all other necessary schedules and forms in sequence number order as shown in the upper right-hand corner?
  • Did you use the correct mailing address from your expat tax return instructions?
  • Did you use a postage stamp on the envelope?
  • If you owe tax, did you enclose a check or money order made payable to the “United States Treasury” with the return and include your name, address, social security number, daytime telephone number, tax form, and tax year on the payment?
  • If you are due a refund and requested direct deposit did you check your financial institution routing and account numbers?
  • Did you make a copy of the signed expat tax return and all schedules for your records?