The Blog

If you have US investments or are planning a charitable donation abroad, review your reporting requirements early—your future self (and your tax bill) will thank you.

If you’re worried your tax refund could be affected by your spouse’s debts, don’t wait—check your eligibility for Form 8379 and protect your share this tax season.

If you have US property or expat tax ties, review your eligibility for the mortgage interest credit this tax year—it could put real money back in your pocket.

If you have US tax connections and receive an unexpected IRS penalty, act quickly—knowing how to use Form 843 could save you money and stress.

If you’re an Australian expat with US retirement accounts, now is the time to ensure your Form 8606 filings are up to date. Stay proactive and protect your hard-earned savings from unnecessary tax surprises.

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