Staying Compliant

Cross-border tax problems are often really records problems. The papers to capture before an international move, while they're still one login away.

The most consequential foreign-account report doesn't go to the IRS and isn't attached to Form 1040. The mechanics that trip up careful DIY filers.

Most preparers are competent. Few are competent at borders. The questions that reveal the difference in ten minutes — before you hand over your file.

The standard keep-your-records advice was written for domestic filers. Cross-border records live longer, serve more masters, and vanish faster. The system.

A one-page briefing that makes any preparer better at your cross-border return — what to list, what they can't see from your documents, and why it works.

Most expat tax problems aren't caused by bad preparers — they're caused by the wrong kind of preparer. How to tell triage from filing, and why it matters.

One page, updated once a year, solves most cross-border record problems: accurate reports, nothing forgotten, and a paper trail that tells your story right.