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We know that as an American living and working abroad, you have unique needs as you manage your tax and financial obligations across multiple continents. Tax regulations, financial opportunities, and recordkeeping requirements can be confusing. Enjoy your American expat experience by working with a professional CPA that can offer you the guidance you need for your specific situation. All services are provided by NCH Wealth Advisors.
We offer our Expat CFO Service as a bundling of tax, financial, and recordkeeping services, a complete package designed to provide you with the best deal on the best we have to offer. This allows you to simplify and streamline your tax and financial world while working with a CPA equipped to provide you with the professional help you need – at home or abroad.
☐ Select our Expat CFO Service for only $1250 annual fee / One-time Set Up fee of $500
Click here for a printable version of our Services Agreement
Receive ALL of the services listed below for one low price!
We offer these unbundled service packages:
☐ Expat Tax-only Service $750 annual fee / One-time Set Up fee of $250
Click here for a printable version of our Services Agreement
The annual filing of your U.S. tax return is still required while you are living and working abroad. Stay current with your filings and work with a CPA experienced in Expat taxes to maximize your deductions and mitigate your taxes. Make sure you preserve your expat status and protect your assets; work with a professional.
If you need to file prior-year returns, we can help you with those, too. Contact us today!
This service includes, but is not limited to:
- Preparation Of Individual U.S. Federal Tax Return (1040) by CPA
- Preparation of Individual State Tax Return (as required)
- Preparation of Treasury Report of Foreign Bank and Financial Accounts (TDF 90-22.1)
- Preparation Of Minor Children Tax Returns (1040ez)
- 2 Years' Prior Returns Reviewed by CPA
- Regular Tax Planning
- Tax Update Consultations with CPA
- Incidental Government Correspondence
- Secure, On-Line Processing & Storage
☐ Expat Financial Service $750 annual fee / One-time Set Up fee of $250
Click here for a printable version of our Services Agreement
Perhaps your tax return is simple, but your financial world is complex. If you need to know that your investments and other assets are properly structured for your goals and needs, work with a financial professional that can help you while preserving the tax benefits of living and working abroad. Our experienced CPAs are also licensed financial professionals, that will help you understand, integrate, and simplify all the moving parts of your financial world.
This service includes, but is not limited to:
Reviews by a CPA
- Retirement Planning Review For Tax Purposes
- 401(K) Allocations & Distributions Review For Tax Purposes
- Estate Planning Review For Tax Purposes
- Beneficiary Review
- Home, Auto And Umbrella Insurance Review
- Assets Structure Review for Goals & Needs
- Wills & Trusts
Recommendations by a CPA
- Tax Reduction Assessment
- Asset Allocation Analysis
- Disability Income Analysis
- Long-Term Care Analysis
- Health Insurance Options
- Survivor Income Analysis
- Retirement Options Analysis
Consultations with a CPA
- Telephone or Email with Wealth Advisor/CPA
- Off-shore Opportunities
- Life Changes
- Repatriation Planning
- Investments Questions
☐ Expat Online Recordkeeping with Nightly Accounts Updates $750 annual fee / One-time Set Up fee of $250
Click here for a printable version of our Services Agreement
Tired of lugging around that box of document copies or losing documents in a move? Need 24/7 access to your financial information – with nightly balances updates? What about professional-level software calculators that can help you analyze your current financial needs? Concerned about security? We’ve got that covered for you, too. This package of software and digital storage space will put everything together for you in one place. If you can access an Internet, you can utilize these features, whether you are at home or abroad. All in one place, and all on the same secure servers the financial industry uses. Now that’s peace of mind.
This service includes, but is not limited to:
- Online Records with Nightly Financial Updates
- Secure Online Document Storage
- Key Documents Uploaded for You
- Software Training Session
- 24/7 Internet Access
- Professional Financial Tools & Calculators
- Financial Reports & Projections
- Nightly Accounts Balance Updates
- Assign Read-Only Access to Others
Click here if you would like to review our detailed Services Agreement and Payment Authorization.
Ready to get started? Contact us today. I promise we will make the process as easy and simple as possible for you. Our commitment to you is to make sure we get our relationship off to a strong start. We want to be your tax and financial guide for many, many years.
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