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GET A FREE TAX QUOTE Call Us: 775-305-1040

About Tax Samaritan Our Core Values Satisfaction Guarantee Tax Samaritan’s Proven Expat Tax Services Results Tax Samaritan US Expat Tax Security Statement Why an enrolled agent? Careers

Tax Preparation Services

Form 5471 - Foreign Corporations Form 8858 - Foreign Disregarded Entity Form 8992 - GILTI (Global Intangible Low-Taxed Income)

FinCen Form 114 - Foreign Bank Account Reporting (FBAR) Foreign Pensions Form 1040-NR - Nonresident Alien Income Tax Return Form 1116 - Foreign Tax Credit

Foreign Earned Income Exclusion - Form 2555 Bona Fide Residence Test Physical Presence Test

Form 3520 - Foreign Gift Disclosure Form 8621 - PFIC (What Is A PFIC?) Form 8833 - Treaty-Based Return Position Disclosure Form 8938 - FATCA Reporting Form W-7 - ITIN Application (Certified Acceptance Agent) How Totalization Agreements Help Expats Save on Taxes

Non Resident Tax Return Preparation

Tax Resolution Solutions Back Tax Returns Back Taxes Owed Bankruptcy Innocent Spouse Relief Installment Agreement IRS Collection Process IRS Tax Appeal – The Latest On What Expats Need To Know IRS Tax Lien Offer In Compromise Penalty Abatement Tax Audit

The Basics of Investing Wealth Management Advantage Wealth Management Issues Wealth Management Planning Process Wealth Management Services

Get a Free, No-Obligation Tax Quote Get Tax Relief for Tax Problems Tax Samaritan’s Expat Tax Preparation Process

Foreign Exchange Service Health Reimbursement Account Mail Forwarding Service Other Expat Resources

5 Questions To Ask Tax Resolution Firms 7 Secrets The IRS Doesn't Want You To Know Digital Nomads Entrepreuneurs & Business Owners Foreign Gift Tax Guide How To Avoid 4 Tax Resolution Company Rip Offs Military Contractor Guide Owe More Than $50,000? Your Passport Is In Jeopardy PFIC (Foreign Mutual Fund) Guide Retiring Abroad Should I Hire A Professional Special Report-Individual Taxpayers Special Report-Small Business Taxpayers Streamlined Procedure Tip Sheet Tax Filing 101 for US Expats Top 10 Costly Misconceptions About Expat Tax Preparation What To Do When You Receive The Dreaded Letter From The IRS

Austria Australia Bermuda Brazil Canada Cayman Islands China Colombia Costa Rica Czech Republic Denmark France Finland Germany Hong Kong Iceland India Ireland Israel Italy Japan Macau Mexico Netherlands New Zealand Norway Panama Philippines Portugal Qatar Saudi Arabia Singapore South Korea Spain Sweden Switzerland Taiwan Thailand UAE United Kingdom

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Wealth Management Interest Form

Schedule a time to speak with Tom from International Asset Management (IAM) to help navigate current market volatility and benefit from an expert in investment management and financial planning for U.S. citizens living abroad.

IAM Consultation Form

I have at least $200,000 to invest and I’m interested in (check all that apply):*
- Select All
- International Asset Management’s investment management and financial planning services for US expats
- Completing a free financial check-up with International Asset Management
- I’m not sure and would like to learn more about investment management and financial planning issues for US expats
Name*
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WEALTH MANAGEMENT ISSUES & GOALS
I am interested in the following (please check items of interest from below):
- Establishing a college education fund*
- Establishing an IRA and/or personal retirement plan*
- Receiving a potentially higher yield on my/our money
- Budgeting and cash flow planning
- Reducing the taxes paid on Social Security benefits
Note: Dollar-cost averaging does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment in securities regardless of the fluctuation of price levels of such securities. An investor should consider his or her financial ability to continue his or her purchases through periods of low price levels.
RETIREMENT GOALS
Retirement Goals (please check items of interest from below):
- Travel
- Second Home
- Recreational Vehicle (e.g., boat, RV)
- Work
- Own Business
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