It’s that time of year ⏰🚨With the U.S. expat final extended deadline just around the corner, we are here to ensure that you make the deadline and save money while doing so!
Get in touch for U.S. tax filing- you still have time !
Grateful for the kind words from our clients 🙌
We take pride in making tax and accounting feel clear, stress-free, and genuinely helpful—especially across borders.
💡 Own part of a company outside the U.S.? You might have a filing requirement with the IRS—and not even know it.
Here’s what to know about Form 5471 🧵👇
📄 Real example:
Alex, a U.S. citizen in the UK, owns 100% of his freelance Ltd company.
He owes no U.S. tax—but still must file Form 5471 every year to avoid penalties.
📄 We’re breaking down:
Who needs to file
What goes on the form
A real-life example (UK resident, excluding U.S. pension income)
How to stay in line with IRS rules
🔍 Form 8833 is used to:
✅ Claim treaty benefits
✅ Avoid double taxation
✅ Stay compliant with the IRS
If you’re excluding U.S. income—like pensions, business profits, or interest—this form is key.
💡 Earning income across borders? You might be paying more tax than you need to.
U.S. tax treaties can reduce or eliminate double taxation—but only if you claim them correctly. That’s where Form 8833 comes in. 🧵👇
💡 Missed something on your tax return? You might still be able to claim it—with Form 1040-X.
Here’s a quick thread on who should consider amending, what you might be entitled to, and how it works 🧵👇
👋 From our founder, Alistair:
“Form 1040-X gives you a second chance to get your taxes right. If there’s money on the table, we’ll help you claim it—clearly and accurately.”