THYOR

Tax Advisory

US Expatriate Tax Advisory

US tax planning and return preparation for citizens, business owners and families living or moving abroad.

When this helps

Recognisable situations.

  1. 01

    A move is being planned

    State residence, foreign income, entities and timing should be considered before departure.

  2. 02

    The client owns a foreign business

    Classification and information reporting can materially change the US position.

  3. 03

    Residences and family members span countries

    The filing and planning position must be consolidated across jurisdictions.

  4. 04

    A liquidity event or expatriation is contemplated

    The sequence and facts require early specialist analysis.

Scope

The service is configured to the facts and decision.

Compliance

  • US individual returns
  • Foreign-income and account reporting
  • Foreign entity information returns
  • State filing analysis

Planning

  • Pre-move and arrival planning
  • Residence and domicile facts
  • Foreign business and compensation
  • Exit-tax and expatriation analysis

Coordination

  • Foreign adviser workplan
  • Estimated payments
  • Document calendar
  • Ongoing annual review

Engagement path

Five stages, one accountable thread.

  1. 01

    Define the decision

    Clarify the decision, constraints, stakeholders and evidence required.

  2. 02

    Build the fact base

    Reconcile the financial, tax, operational and contractual information that drives the issue.

  3. 03

    Develop options

    Model viable paths, explicit trade-offs and downside cases.

  4. 04

    Execute the work

    Produce the agreed analysis, operating cadence and decision materials with senior ownership.

  5. 05

    Embed and hand over

    Document the method, train the responsible team and retain an escalation path where needed.

Typical deliverables

Defined before work begins.

  • Expatriate tax return package
  • International reporting checklist
  • Residence analysis
  • Pre-move planning memorandum
  • Foreign-entity reporting map
  • Annual obligation calendar

Questions

Common engagement questions.

Do US citizens still file while abroad?

Generally, US citizens remain within the US federal tax filing system; the exact forms and relief depend on facts.

Can Thyor coordinate with a local-country accountant?

Yes. The objective is one consolidated position rather than disconnected country advice.

Next step

Discuss us expatriate tax advisory.

Share the situation, timing and decision. A senior adviser will respond directly and confidentially.

Discuss a Situation