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Form 1040 and state returns, wherever you actually live

US citizens and residents file on worldwide income no matter where they live. State filing obligations run separately, and don’t always end the day you move.

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Filing calendarUS citizen or resident

Form 104004/15

FBAR, if applicable04/15, auto-extended to 10/15

State return, if still oweddepends on domicile

Extension (Form 4868)+6 months

An extension moves the filing deadline, not the payment. Any tax owed is still due on the original date, extension or not.

Where this bites

Moving abroad ends less than most people expect

Citizenship and residency, not physical location, decide whether a federal return is owed. States can be just as reluctant to let go.

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Citizens and residents file on worldwide incomeMoving abroad does not end the federal filing requirement on its own

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A state doesn’t let go easilyDomicile rules can keep a state filing requirement alive well after you have left

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The foreign tax credit and exclusion aren’t automaticEach has to be elected and calculated, and which one is better depends on your situation

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An extension moves the deadline, not the paymentTax owed is still due on the original date, extension or not

What’s included

Residency confirmed, return prepared, federal and state

Residency & domicile review

Confirms federal filing status and which state, if any, still claims you.

Form 1040 preparation

Prepared with the foreign tax credit or exclusion, whichever fits your situation better.

State return preparation

Filed wherever a state filing obligation still applies.

FBAR & foreign asset coordination

Filed alongside the return where accounts abroad require it.

How it works

Five steps, one fixed fee

01

Confirm residency, domicile and filing status

02

Gather income, accounts and prior-year returns

03

Prepare Form 1040 with credit/exclusion analysis

04

Prepare state return(s), if still required

05

File and calendar next year automatically

Fees

You will know the number before we start

Fees are scoped from your residency situation, states involved and foreign accounts, and fixed before we start work.

How our pricing works →

LicensedCPA · Montana

FocusInbound to the US

DeliveryRemote, by design

FeesFixed, quoted up front

BillingNever hourly

Next step

Tell us where you live now.

A short set of questions about your residency, income and where you have lived this year. We come back with a scope and a fixed price.

Start scoping →