Tax Guidance for Expats Moving Back to the United States

Moving back to the United States after years abroad creates a unique set of tax challenges. You may have foreign retirement accounts that need US reporting, foreign investments to unwind, a final year of FEIE to navigate, and state tax residency to re-establish. The transition year requires careful planning to avoid costly surprises. Our team helps returning expats manage the tax implications of repatriation. We handle the complex last-year-abroad calculations, assist with foreign account restructuring, help you re-establish state tax residency, and ensure you don't miss any credits or deductions available during the transition.