Tax planning for American expats & entrepreneurs
Find out the benefits of tax planning for expats and international entrepreneurs, including entity formation, tax credits, exemptions, and investment structuring for tax optimization.
Holistic cross-border tax planning
Comprehensive tax planning for expats
Living abroad triggers new US tax obligations. Our tax planning services help expats stay compliant, minimize tax liability, and plan their investments, and income strategically while optimizing credits and deductions.
Entrepreneur specific solutions
US citizens running businesses overseas face complex cross-border tax questions. We provide customized advice on entity structuring, international income reporting, and deductible expenses to optimize tax efficiency and reduce risk.
Proactive guidance and compliance
We monitor changing US and foreign tax regulations, ensuring timely filings and informed decisions. We are experts at accurate reporting, long-term strategic planning, and peace of mind for Americans abroad.
“OTM handled everything from my FEIE calculations to coordinating with my UK accountant on tax credits. They caught a state tax issue I didn't even know existed and saved me from a major headache down the road.”
Our proven approach to international taxes
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Connect, your way
Connect with us in your preferred way – through a video call or by just answering a few questions. We'll assess your situation and come up with a clear plan.
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Meet your specialist
We match you with a dedicated expat tax expert who knows your situation and provides ongoing support throughout the year.
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File with confidence and ease
We tackle the complex calculations, forms, and optimizations. We submit everything to the IRS and states as needed, then track your refund or payment status.
Let's work together : Get expert guidance on your expat taxes
Frequently asked questions
Tax planning is a forward-looking approach to managing US taxes while abroad, optimizing income, investments, and business structures to reduce liability and maximize financial efficiency.
Choosing the right entity type, location, and ownership structure can minimize US and foreign taxes, simplify reporting, and improve long-term operational and financial flexibility.
Yes, through strategies like utilizing foreign tax credits, exclusions, deductions, and entity planning, you can significantly lower taxes within IRS rules.
Careful allocation and timing of investments, including in international accounts, can minimize taxable gains, take advantage of favorable treatments, and align with your long-term goals.
Shifting income recognition, deferring gains, or accelerating deductible expenses can reduce current-year taxes and help manage cash flow efficiently across jurisdictions.
Yes, by structuring accounts and investments strategically, maintaining accurate records, and filing timely reports, you can stay compliant and avoid costly penalties.
Regular reviews (at least annually or after major business, investment, or residency changes) ensure strategies remain effective and compliant with evolving US and foreign regulations.
Reduced tax liability, improved cash flow, simplified reporting, risk mitigation, and strategic business and investment growth are all key advantages for Americans living overseas.
Still have questions? Get in touch by your preferred contact method to get expert guidance.