Proposal Request | Overseas Tax

Name (required) *

Email Address (required) *

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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 you filed a tax return? (e.g. 2018 tax year) *

What date did you move from the U.S.? *

Do you pay foreign taxes? *

Yes

No

My work situation can be described as: (check all that apply) *

What is the amount of your annual compensation or business profits? *

$0 - $50,000

$50,001 - $100,000

$100,001 - $200,000

$200,000+

Do you have a non-U.S. retirement account? *

Yes

No

Do you own or sign on any non-US bank or financial accounts? *

Yes

No

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? *

Yes

No

If yes, please provide more information on the the accounts.

Are you currently under audit or have you received any IRS correspondence? *

Yes

No

Do you own any U.S. based property or U.S. brokerage accounts? *

Yes

No

Do you own any foreign corporations or partnerships? *

Yes

No

Other (please add any other relevant information)