Fill out out our Proposal Request form or pick a time on our calendar scheduling system and we will get back to you as soon as possible!
In what country do you currently reside?
In what country or countries have you resided in during the past 5 years?
When was the last time (tax year) you filed a tax return?
What date did you move away from the U.S.?
Do you pay foreign taxes?
My work situation can be described as: (check all that apply)
EmployeeSelf-EmployedUS Business OwnerForeign Business OwnerRetired
What is the amount of your annual compensation or business profits?
Do you have a non-U.S. retirement account?
Do you own or sign on any non-US bank or financial accounts?
If yes, approximately how many?
Do you own any of the following foreign investments outside of an employer retirement plan: mutual funds, ETFs, unit trusts, life insurance, annuities?
If yes, please provide more information on the the accounts.
Are you currently under audit or have you received any IRS correspondence?
Do you own any U.S. based property or U.S. brokerage accounts?
Do you own any foreign corporations or partnerships?
Other (please add any other relevant information)
Your Name (required)
Your Email (required)
© 2021 Overseas Tax Associates
Designed by Universally Found