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Rachel Clark

Looking for recommendations for a CPA experienced with expat taxes and foreign property

Hey everyone, I'm totally overwhelmed with my tax situation this year and could use some recommendations for a good CPA. We recently moved abroad and now own property overseas, plus my income is all over the place - some unemployment benefits, a regular W-2 job for part of the year, and a bunch of 1099 contractor work. On top of that, we're renting out our house back in the States while we're gone. I think navigating the expat tax rules is going to be the most complicated part. I've heard horror stories about people messing up their FBAR filings or missing exclusions they could have claimed. Does anyone have suggestions for finding a CPA who really knows their stuff when it comes to expat taxes and foreign property ownership? I want to make sure we're handling everything correctly and not missing any deductions or credits we might be eligible for.

Finding the right CPA for expat taxes is super important! I went through something similar last year when I moved to Singapore. Look for someone who specifically advertises expertise with expat taxes - not just any CPA will do. You'll want someone familiar with things like the Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit, Foreign Housing deduction, and FBAR filing requirements. These are specialized areas that many general tax preparers don't deal with regularly. I'd recommend checking the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications on the IRS website. You can filter by credential type and location. Also, expat-focused Facebook groups often have recommendations from people in similar situations. Since you're also dealing with rental property, make sure they understand how to handle that for non-resident owners. The depreciation rules and what expenses you can deduct get tricky.

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Mia Alvarez

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Did you find that your expat tax specialist charged a lot more than a regular CPA would? I'm in a similar situation to OP but worried about the cost since I've heard expat returns can cost $500+ to prepare.

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Yes, specialized tax preparation does typically cost more. I paid about $750 for my expat return last year, but it was worth every penny. The peace of mind knowing everything was done correctly saved me from stress, and my CPA found deductions I wouldn't have known about that saved me around $3,200 in taxes. Remember that tax preparation fees are generally deductible on your next year's return if you itemize, so keep that in mind when considering the cost.

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Carter Holmes

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After dealing with expat taxes for 3 years, I found the perfect solution with https://taxr.ai - it seriously saved me so much headache with my complicated situation (I also have foreign property and contractor income). They have CPAs who specialize in expat tax situations and understand all the foreign income exclusions, housing deductions, and treaty provisions. The thing that really helped me was that they have a document analyzer that automatically identified all my potential deductions from my foreign bank statements and property docs. I uploaded everything and it flagged items I would have completely missed. Their expat specialists know exactly how to handle the rental income situation you mentioned, and they're super familiar with filing requirements like the FBAR and FATCA that most regular CPAs don't deal with often.

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Sophia Long

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Do they handle state taxes too? I'm technically still a CA resident even though I'm living abroad, and California doesn't recognize the foreign earned income exclusion, which has been a nightmare.

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This sounds interesting but I'm curious - can you use them if you're in a country with banking restrictions? My accounts in Vietnam have weird reporting requirements and my last accountant struggled with it.

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Carter Holmes

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Yes, they handle state taxes as part of the package. California is actually one of their specialties because it's so complicated for expats. They have specific strategies for CA residents living abroad to minimize state tax liability while staying compliant. For banking restrictions in countries like Vietnam, that's actually where their system really shines. You can upload your Vietnamese bank statements and their system is designed to interpret and categorize even unusual financial documents. They have country-specific expertise for most major expat destinations, including Southeast Asia. I had accounts in Thailand with similar issues and they handled it without any problems.

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Just wanted to follow up that I gave taxr.ai a try after seeing the recommendation here. I was skeptical at first because my Vietnam banking situation is really complex, but they actually handled it perfectly! Their system was able to properly categorize all my foreign accounts and even identified a tax treaty benefit I qualified for that my previous accountant missed. Already saved me about $2,100 in taxes. They also made sure all my FBAR filings were correct, which was a huge relief since the penalties for mistakes are scary.

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If you're dealing with the IRS about expat issues, you'll probably need to call them at some point. I spent WEEKS trying to get through to their international taxpayer line about my FBAR questions. Finally discovered https://claimyr.com after nearly giving up, and you can see how it works here: https://youtu.be/_kiP6q8DX5c Basically, they wait on hold with the IRS for you and call you when an agent picks up. For expat tax issues, this was a lifesaver since the international tax lines are even more backed up than regular IRS lines. When I needed clarification about reporting my foreign rental income, I was able to speak directly to an IRS agent who specializes in international matters without wasting days on hold. They really came through when I needed to resolve an issue with my Foreign Tax Credit that had been rejected due to a filing error.

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How does this actually work though? I don't understand how they can wait on hold for you. Does the IRS allow third parties to do that?

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Lucas Bey

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I'm super skeptical about this. The IRS phone system is notoriously difficult - I find it hard to believe some service can magically get you through faster than just calling yourself. Sounds like snake oil to me.

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It's totally legitimate and works with the IRS's existing phone system. They use an automated system to wait in the phone queue for you. When an IRS agent finally answers, their system connects you directly to that agent. They're not speaking to the IRS on your behalf - they're just handling the hold time for you. The IRS doesn't care who waits on hold, because once the call connects, you're the one speaking directly with the agent. It's no different than if a friend waited on hold and then handed you the phone when someone answered. There's nothing against IRS rules about this - you're still the one having the actual conversation with the agent.

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Lucas Bey

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I need to apologize for being so skeptical about Claimyr. After my frustrated comment, I decided to try it anyway since I was desperate to resolve an issue with my Foreign Tax Credit calculation for income from Germany. I'd been trying for DAYS to reach someone at the IRS. Claimyr actually worked exactly as advertised! They handled the 3+ hour hold time, and I got a call when an actual IRS international tax specialist was on the line. Got my questions answered in 15 minutes and saved literally days of my life. For expat tax issues especially, where you often need to call during US business hours (which can be middle of the night depending where you are), this service is incredibly valuable. I'm genuinely shocked at how well it worked.

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One option nobody's mentioned is looking into expat tax specialists who work virtually. I use a CPA based in Seattle even though I live in Thailand. We do everything through video calls and secure document sharing. The advantage is you can find someone with the right expertise regardless of location, often at better rates than the big expat tax firms. Mine charges $600 for a full expat return including FBAR filings and rental property, which is pretty reasonable considering the complexity.

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Rachel Clark

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That's a great suggestion! Do you find that the time zone differences are manageable? And did you find them through a referral or some other way?

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The time zone difference is honestly not a big deal. We schedule video calls that work for both of us - usually early morning my time, late afternoon Seattle time. Most of our communication happens through email anyway, and she's really responsive. I found her through an American expats in Thailand Facebook group. That's usually my first recommendation - join Facebook groups or forums for expats in your specific country and ask for CPA recommendations. You'll get feedback from people in very similar situations to yours.

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Caleb Stark

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Don't forget that credentials matter! Make sure whoever you hire is either a CPA, an Enrolled Agent (EA), or a tax attorney. Random "tax preparers" without these credentials aren't regulated and might not know expat rules. I personally prefer working with EAs for expat situations. They're specifically licensed by the IRS to handle tax matters and often specialize in more complex situations like international taxation. Plus they're usually more affordable than CPAs while still having the expertise you need.

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Jade O'Malley

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This is good advice. I used an EA who specializes in expat taxes last year after a regular tax preparer completely messed up my return. The EA fixed everything and the difference in knowledge was night and day. Cost me about $550 for a pretty complex situation with income from three countries.

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