U.S. expat, nomad & international

U.S. tax, wherever you’re living now.

U.S. returns for Americans living, working, traveling or running a business outside the United States, from a practice that is remote-first by design.

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How we start

Four facts decide which rules apply to you.

Where you live, where you work, where your clients and accounts are, and what ties you still have to a U.S. state. That picture determines which rules apply and which choices are available.

Where you liveResidence abroad and days in the U.S.
Where you workWhere the work is physically done, and for whom
Where your accounts areForeign bank, brokerage and pension accounts
Your state tiesWhether a former state still treats you as a resident

What we review

Exclusion or credit Form 2555 · Form 1116
Foreign account reporting FBAR · Form 8938
State filing Residency & domicile
Self-employment tax If you work for yourself abroad

Who it’s for

Leaving the U.S. doesn’t end your U.S. filing.

U.S. citizens and green card holders generally remain subject to U.S. tax on worldwide income, wherever they live. Living abroad adds questions about exclusions, credits, foreign accounts, and which state still considers you a resident.

Typical situations

U.S. citizens and green card holders living abroad
Americans working abroad as employees of U.S. or foreign employers
Digital nomads and remote workers moving between countries
U.S. business owners and freelancers serving clients from abroad
Americans preparing to move abroad, or returning

How we can help

U.S. federal and state returns for individuals living or working abroad
Foreign Earned Income Exclusion vs. Foreign Tax Credit, evaluated on your facts
Foreign bank and financial account reporting (FBAR and Form 8938)
Whether your former state still considers you a resident
Self-employment tax for freelancers and business owners abroad (quoted separately)
Planning for U.S.-based businesses run from outside the country (quoted separately)

Scope. We provide U.S. tax services only. Ownership of foreign corporations or trusts, certain foreign investment funds, or expatriation can require specialized filings. If yours does, we tell you at the outset and can help coordinate with a specialist or your local advisor.

Your return

One quote, confirmed before preparation starts.

U.S. Expat return

U.S. Expat

From$900Starting fee

For U.S. citizens and green card holders with time abroad, foreign income, or foreign accounts.

Book an Intro Call

Federal individual return, prepared and e-filed
Common U.S. income, credits and deductions (see full scope)
Foreign earned income exclusion and foreign tax credit: evaluation, and preparation of the applicable forms (Form 2555, Form 1116)
Foreign wages and foreign bank interest
FBAR and Form 8938 preparation when required, for up to five foreign accounts
Former-state residency review, and one state return if required

View full scope

Included in the starting fee

Federal individual return, prepared and e-filed, with one state return if required
W-2 wages and workplace retirement contributions, such as a 401(k)
Dependents, head of household status, and family credits, such as the Child Tax Credit and the child and dependent care credit
Education credits (Form 1098-T) and student loan interest (Form 1098-E)
Itemized deductions, such as mortgage interest, state and local taxes, and charitable gifts
Interest and dividends from U.S. accounts
Stock, ETF and mutual fund sales from up to two U.S. brokerage accounts, with cost basis reported on Form 1099-B
HSA contributions and distributions, and traditional and Roth IRA contributions, including one backdoor Roth conversion when your prior-year Form 8606 is available
Retirement account distributions and rollovers (Form 1099-R)
Unemployment income and Marketplace health insurance (Form 1095-A)
A one-time 1099-NEC or 1099-K that isn’t from an ongoing business
Evaluation of the Foreign Earned Income Exclusion and Foreign Tax Credit based on your circumstances, and preparation of the applicable Form 2555 and/or Form 1116
Form 2555 for one taxpayer, including the foreign housing exclusion for one residence with documented expenses
Form 1116 for up to two income categories and one foreign country
Foreign wages and foreign bank interest
FBAR (FinCEN Form 114) for up to five foreign accounts, including accounts you can sign on but don’t own, and Form 8938 for those accounts when required
A review of whether your former state still considers you a resident, with one state return if required

Quoted separately

Self-employment, freelance or business income
Foreign accounts beyond five, and Form 8938 assets other than accounts (such as foreign stock held directly)
A second Form 2555 for a spouse; foreign tax credits for more than two income categories or more than one country, or carryovers that need rebuilding; several foreign employers or countries in one year; rebuilding day counts from travel records
Quoted after review, or referred to a specialist when complex: foreign pensions or social security, and treaty positions (Form 8833)
Foreign rental property, and catch-up filings for prior years
Equity compensation (RSUs, stock options, ESPP), cryptocurrency, U.S. rental property, investment K-1s, the sale of your home, more than two U.S. brokerage accounts or sales without reported cost basis, and additional state returns
Quoted separately or referred to a specialist: foreign mutual funds or ETFs, ownership of foreign corporations, partnerships or trusts, and expatriation
Not included in any return: amended returns, responses to IRS or state notices and representation, and nonresident (Form 1040-NR) returns

Quoted separately: self-employment income, additional foreign accounts, foreign rental property, and catch-up filings for prior years. Your final fee is confirmed before preparation begins.

FAQ

Expat questions we hear most.

Do you work with clients outside New York, or outside the U.S.?

Yes. The Enrolled Agent credential is federal, so it isn’t limited to one state, and the practice is remote-first. Lobo prepares U.S. federal and state returns for clients across the country and for U.S. citizens and green card holders living abroad. We provide U.S. tax services only.

Exclusion or credit: which is better?

It depends on where you live, the foreign tax you pay, your income type and your plans. We evaluate the Foreign Earned Income Exclusion (Form 2555) and the Foreign Tax Credit (Form 1116) against your facts rather than defaulting to one.

Is there anything you don’t handle?

Some situations, such as ownership of foreign corporations or trusts, certain foreign investment funds, or expatriation, can require specialized filings. If yours does, we tell you at the outset and can help coordinate with a specialist or your local advisor.

How do I send documents securely?

Through the secure client portal you receive when your engagement begins. Organizers, uploads, the engagement letter and e-signatures all live there.

Please don’t email Social Security numbers, tax returns or account statements, and keep the website contact form general. It is for first contact only.

Start with a conversation

Wherever you are, start with a conversation.

A free Intro Call about where you live, work, bank and keep state ties. Then a written quote before anything starts.

Book an Intro Call Find Your Tax Service

Free · about 30 minutesWith Sebastian directlyScope in writing first