Navigating Finances Across Borders
Living and working abroad comes with unique financial challenges—but you don't have to navigate them alone. Our specialized accounting, tax, and advisory services simplify the complexity, giving you peace of mind and the freedom to focus on your business and your global adventure.
Guidance That Travels With You
What to expect when you work with us
Peace of Mind Across Time Zones
Never worry about missing an IRS deadline again. We ensure your U.S. tax and reporting obligations are met accurately and on time, no matter where you are in the world. You can focus on your adventure with complete confidence in your compliance.
Proactive International Tax Strategy
We do more than just record history; we help you shape your financial future. We provide proactive guidance on structuring your business, maximizing foreign tax credits, and making strategic decisions to legally minimize your tax burden while living and working abroad.
A 100% Remote, Cloud-Based Platform
Our service is built on a secure, cloud-based tech stack designed for a location-independent life. You can access your financial data, share documents, and communicate with us 24/7 from any device, anywhere. It’s a seamless, paperless experience fit for a global professional.
Clear Communication for Global Clarity
We understand the challenges of working across different time zones. We prioritize clear, timely communication that works for your schedule, demystifying the complexities of international finance so you always have a confident grasp of your financial position.
Services That Evolve With Your Journey
A nomadic life is dynamic, and your financial services should be too. Our packages are designed to be flexible, scaling and adapting to your unique situation as your business grows and your travels take you to new destinations.
Hear From Our Clients
Your Journey to Financial Clarity
How to Become a Client
1
Start the Conversation
Begin by completing our contact form. We’ll follow up with a brief questionnaire to understand your unique journey—your business, your travel style, and your financial goals. This helps us confirm that we’re the right partner to help you navigate your finances.
2
Your Strategy Session
If we’re a potential match, we’ll schedule a complimentary discovery call at a time that works for your schedule. In this virtual meeting, we’ll discuss your specific challenges as a U.S. citizen living abroad and outline how our expertise can bring you clarity and confidence.
3
A Custom Roadmap
Following our call, we’ll craft a personalized proposal that serves as a clear roadmap for your financial success. This will detail the specific services recommended to address your international tax and accounting needs, with no hidden fees.
4
Seamless Global Onboarding
Our onboarding process is designed to be 100% remote and hassle-free. You’ll meet your dedicated team via video call, get set up on our secure cloud-based platform, and we’ll handle any catch-up or transitional work to get your finances in perfect order.
5
Ongoing Partnership & Support
We become your trusted financial partner for the long haul. Through regular check-ins and proactive guidance, we provide continuous support that adapts to your evolving travels and business goals, ensuring peace of mind wherever your journey takes you.
Simplifying Finances for Digital Nomads and Expats
Navigating U.S. tax obligations while living abroad can be overwhelming. Our tailored services—from proactive tax planning to streamlined bookkeeping—are designed to simplify compliance and give you the freedom to focus on your global journey with confidence.
Frequently Asked Questions
Do I still have to file U.S. taxes if I live and work abroad?
Yes. The United States taxes its citizens and permanent residents on their worldwide income, regardless of where they live. Our primary focus is helping you navigate this requirement, ensuring you remain compliant while legally minimizing your tax liability through provisions like the Foreign Earned Income Exclusion (FEIE) and the Foreign Tax Credit (FTC).
You're based in Charlotte, NC. Can you help me if I'm traveling the world?
Absolutely. We are a 100% remote firm designed from the ground up to serve U.S. citizens living and working globally. Our cloud-based systems and flexible communication schedule mean we can partner with you seamlessly, whether you’re in Lisbon, Bali, or anywhere in between.
Why should I hire a specialized nomad accountant instead of a regular one?
A traditional accountant may not understand the complex, ever-changing rules of U.S. expatriate taxation. We live and breathe this niche. We understand the nuances of tax treaties, multi-currency bookkeeping, FBAR/FATCA reporting, and structuring a location-independent business. This expertise saves you time, prevents costly mistakes, and provides invaluable peace of mind.
What's the difference between the FEIE and the Foreign Tax Credit (FTC)? Which is better for me?
The FEIE allows you to exclude a significant portion of your foreign-earned income from U.S. tax if you meet certain residency tests. The FTC gives you a credit for income taxes you’ve paid to a foreign country. The best strategy depends on your income level, the tax rates of your host country, and your goals. We specialize in analyzing your unique situation to determine the most advantageous approach for you each year.
My business earns money in different currencies. How do you handle that?
We use modern, cloud-based accounting software like Xero that excels at multi-currency bookkeeping. We manage conversions and reporting accurately, ensuring your financial statements are clear and your U.S. tax return correctly reflects your income in USD, as required by the IRS.
What are your fees and how do you charge?
We work on a fixed monthly fee based on a custom service package tailored to your unique needs. This transparent pricing encourages open communication and proactive financial planning, so you won’t have to worry about surprise charges for emails or calls.
How do you keep my sensitive financial data secure?
We take data security extremely seriously. We utilize a secure, encrypted client portal for all document sharing and communication. Our team is trained in cybersecurity best practices, and we only use trusted, reputable cloud-based software to manage your financial information.
What software and tools do you work with?
We are experts in a modern, cloud-based tech stack that empowers location-independent professionals. While we are Platinum Xero partners, we are also proficient with a full suite of tools like Gusto, Relay, TaxJar, and Bill.com. We evaluate your current setup to build an integrated and efficient system that is perfectly suited for your global business needs.
Have a specific question about your unique situation? Contact us today for expert guidance.