Year-Round Tax Support for Americans Abroad
Structured monthly plans that include your annual U.S. tax return — plus real guidance when you need it, not just in April.
Whether you are navigating your first year abroad in Madrid, managing a remote consulting income from Lisbon, or running a business across borders, your tax situation deserves attention year-round.
Ongoing Tax Guidance
Expat Tax Support
U.S. tax filing and year-round guidance for Americans living abroad.
Living abroad does not mean your U.S. tax responsibilities disappear. Whether you are working remotely, living in Spain or Portugal, managing foreign bank accounts, filing FBARs, claiming the Foreign Earned Income Exclusion, using Foreign Tax Credits, or dealing with state residency questions, your tax situation needs year-round attention.
At Lizo Tax, we provide structured monthly support for U.S. expats. Your annual U.S. tax return is included, and you have access to guidance throughout the year instead of waiting until filing season.
Existing Lizo Tax clients pay no setup fee. Setup fees apply only to new clients.
Expat Essential
Best for
U.S. expats with straightforward income and basic cross-border filing needs.
Includes
- Annual U.S. federal tax return
- Initial 30-minute tailored consultation
- Personalized expat guidance map
- One 30-minute consultation per month
- One email correspondence thread per week
- FEIE or basic FTC analysis
- Basic foreign bank account review
- FBAR filing up to 5 accounts
- Basic state residency guidance
- IRS extension filing if needed
- Secure client portal access
Ideal for
- W-2 employees living abroad
- Remote employees
- First-year expats
- Married filing jointly or single filers
- Dependents and simple credits
- Basic interest, dividends, or simple investments
- Simple foreign bank accounts
- No rental property
- No foreign corporation
- No self-employment or business income
Expat Plus
Best for
Expats with moderate complexity, self-employment, rentals, larger FBAR needs, or more planning questions.
Includes
- Everything in Expat Essential, plus:
- Quarterly tax planning review
- Two 30-minute consultations per month
- Priority email support
- Schedule C / freelance income reporting
- Rental property reporting
- FBAR filing up to 15 accounts
- Foreign tax credit planning
- Estimated tax planning
- Basic Spain / Portugal tax coordination guidance
- State domicile analysis
- Foreign pension or employer benefit review
- Tax projection calculations when needed
Ideal for
- Self-employed expats
- Freelancers and contractors
- Autónomos
- Rental property owners
- Expats with multiple foreign accounts
- FTC-heavy returns
- Clients with spouse income
- Expats with moderate investments
- Clients who need more planning throughout the year
Global Private Client
Best for
High-income expats, business owners, multi-country taxpayers, and clients with complex cross-border planning needs.
Includes
- Everything in Expat Plus, plus:
- Advanced cross-border tax planning
- Monthly strategic planning consultation
- Foreign entity review
- Treaty-sensitive issue review
- Multi-country coordination guidance
- Foreign corporation / ownership structure review
- PFIC and foreign investment guidance
- Streamlined disclosure guidance
- Tax projection modeling
- Priority scheduling
- Year-round strategy support
- Unlimited reasonable email support
- IRS notice support related to the filed return
Ideal for
- High earners
- Business owners
- Foreign company owners
- Multi-country taxpayers
- Clients with complex investments
- Foreign corporation or partnership issues
- Streamlined Foreign Offshore Procedure cases
- IRS notice or prior-year cleanup issues
- Complex family, residency, or entity planning
Tax Questions Do Not Take a Vacation
Most expats only think about taxes in April. But the real value is in planning before the year ends — choosing between FEIE and FTC, managing foreign accounts, handling residency transitions, and staying ahead of compliance. With structured monthly support, you get answers when you need them, not months later.
Start with a free 30-minute fit call. We will recommend the right plan and answer your questions about cross-border filing.
Schedule Strategy SessionWhy Expat Tax Is Unique
What Makes Expat Tax Different?
U.S. expats often have tax situations that ordinary domestic tax preparers may not handle correctly. You may need to consider the Foreign Earned Income Exclusion, Foreign Tax Credits, FBAR filing, foreign pensions, state residency, foreign bank accounts, rental property, self-employment tax, and the timing of foreign tax payments.
Lizo Tax helps Americans abroad understand what needs to be filed, which elections or credits may apply, and how to avoid common mistakes before they become expensive problems.
Comprehensive Coverage
Common Expat Tax Issues We Help With
What We Handle
Comprehensive U.S. Expat Tax Services
Every service below is included in your structured monthly plan. Your annual return, year-round guidance, and ongoing compliance support — all in one relationship.
U.S. Federal Tax Return Preparation
Complete Form 1040 preparation for Americans abroad, including FEIE (Form 2555), Foreign Tax Credits (Form 1116), and all standard schedules.
FBAR & Foreign Account Reporting
FBAR (FinCEN 114) filing, FATCA Form 8938 preparation, and guidance on foreign account aggregation rules and reporting thresholds.
Cross-Border Tax Planning
Strategic planning for residency transitions, FEIE vs FTC optimization, treaty benefit analysis, and multi-year tax coordination.
Self-Employment & Business Income
Schedule C filing, estimated tax planning, foreign company reporting (Form 5471), and guidance for autónomos and freelancers.
Streamlined Compliance Catch-Up
Safe return to IRS compliance for previously non-filed expats using Streamlined Foreign Offshore Procedures.
State Residency & Domicile
Analysis of state tax obligations, domicile severance strategy, and guidance for sticky-state situations like California and Virginia.
Specialized Advisory for UN Staff & Global Professionals
UN employees and international civil servants face unique tax situations — Section 893 exclusions, tax equalization, reimbursement complications, and globally mobile pension issues. We provide tailored advisory for this distinct community.
UN employee pricing and advisory packages are structured separately to reflect the unique compensation and reporting complexities of international organization staff.
Explore UN Tax ServicesPlan Comparison
Which Monthly Plan Fits Your Situation?
All plans include your annual U.S. tax return. The difference is in complexity, consultation frequency, and year-round strategic support.
| Feature / Situation | Expat Essential €39/mo | Expat Plus €89/mo | Global Private Client €149/mo |
|---|---|---|---|
| Your Situation | |||
| Straightforward W-2 income abroad | |||
| Self-employment / freelance income | |||
| Rental property income | |||
| Foreign corporation or partnership | |||
| Multiple foreign bank accounts (5–15+) | Up to 5 | Up to 15 | Unlimited |
| Multi-country tax coordination | Basic Spain/PT | Multi-country | |
| Prior-year compliance issues / Streamlined | |||
| IRS notice or audit support | Return-related | ||
| Services & Support | |||
| Annual U.S. federal tax return | |||
| Monthly consultations included | 1 per month | 2 per month | Monthly strategic |
| Email support | 1 thread/week | Priority | Unlimited |
| FEIE / FTC analysis | Basic | Planning | Advanced |
| FBAR filing | Up to 5 | Up to 15 | Full |
| State residency guidance | Basic | Domicile analysis | Full strategy |
| Quarterly planning reviews | |||
| Tax projection modeling | When needed | ||
| Foreign pension / employer benefit review | |||
| PFIC & foreign investment guidance | |||
All plans include your annual U.S. federal tax return. Setup fees apply for new clients only.
Existing Lizo Tax clients pay no setup fee.
Schedule Strategy SessionQuestions & Answers
Expat Tax Support FAQ
In many cases, yes. U.S. citizens and green card holders generally still have U.S. filing obligations even while living abroad. The correct filing approach depends on your income, residency, foreign taxes, accounts, and family situation.
FBAR is included in the Expat Essential plan for up to 5 accounts and in Expat Plus for up to 15 accounts. More complex FBAR cases may require the Global Private Client plan or a separate quote.
Yes. Each monthly plan includes the annual U.S. federal tax return within the scope of that plan.
No. Existing Lizo Tax clients do not pay a setup fee. Setup fees apply only to new clients.
Yes. If your situation becomes more complex due to self-employment, rental property, foreign accounts, foreign entities, IRS notices, or multi-country tax issues, you can move into a higher support tier.
These plans are for U.S. tax filing and U.S. expat tax guidance. Spain, Portugal, or other foreign country tax return preparation is quoted separately when needed.
One-time tax preparation may be available depending on the situation, but the monthly plans are designed for expats who want ongoing support and predictable pricing throughout the year.
Country-Specific Tax Guides
Detailed resources for Americans in Spain, Portugal, and anyone navigating FBAR compliance.
U.S. Expat Taxes in Spain
Complete guide covering the Beckham Law, Spanish IRPF, FEIE vs FTC, residency rules, and dual-taxation strategy for Americans in Spain.
Read the guideU.S. Expat Taxes in Portugal
Everything about NHR and IFICI regimes, visa tax planning, company structures, pension planning, and cross-border coordination.
Read the guideFBAR & Streamlined Guide
Understand FBAR filing, FATCA Form 8938, and the IRS Streamlined Procedures for coming back into compliance safely.
Read the guideGet Year-Round Expat Tax Support
Whether you are newly abroad or already established overseas, Lizo Tax provides structured U.S. expat tax support so you are not left guessing during filing season.
Your annual return is included. Your questions get answered year-round. Your cross-border complexity is handled by someone who understands both U.S. tax law and the reality of living abroad.