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Family Office Expatriate Tax Services

Tax and Financial Planning for Expats and Families Abroad

Our expert team can support you as you’re moving abroad from the US, help you understand the difference between European taxes vs US taxes, and ensure your tax reports are compliant with the IRS and optimized per applicable double taxation agreements.

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Tax Planning for Expat Families and Professionals

For expat professionals, highly skilled migrants (HSMs), and families with global responsibilities, we provide comprehensive tax guidance and connect clients with financial planning services that make US tax season and managing cross-border finances simpler and more secure.
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What Our Family Office Services Include

From planning for your children’s education to building a sustainable retirement plan, our integrated approach covers your family’s needs at every life stage.
Comprehensive Tax Planning and Compliance
  • Ensuring your filings are accurate and on time, year after year.
    • Pre-Immigration Consulting and Advisory
  • Organizing a call to review your current tax filing approach, discuss anticipated changes, and discuss financial considerations before a move abroad to minimize surprises.
    • Retirement and Cross-Border Planning
  • Helping you secure a tax-efficient future, wherever you plan to retire.
    • Catch-Up Services
  • Assisting those who may be behind on tax filings to get back on track and stop dreading tax season.

    • Common Forms and Documents We Handle

    Our team manages all necessary forms for international compliance, including:

    • Foreign Income & Bank Reporting: IRS Forms 1116 or 2555, 8621 (PFICs), 8938 (FATCA), and FinCEN 114 (FBAR)
    • Foreign Business Reporting: Forms 5471, 8858, and 8865
    • Investment Income Filings: Schedule D, Forms 8960 NIIT, 8621 (PFICs), 8833
    • Specialized Support for Expats: Streamlined filing procedures, Delinquent international information return submission procedures (“DIIRSP”), Delinquent FBAR submission procedures, and relief procedures for certain former citizens
    • IRS Forms 1041, 990, 8833, and more

    The above is a high-level overview of common forms and filing requirements associated with US expat tax filing. With Rook CPAs, you can feel confident knowing we’re here to handle the details so you can focus on what matters most.

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    Testimonials

    See what our clients have to say about us.

    "
    I own and operate 6 companies in the Netherlands as well as a property management company in the USA and handle 100% of my American tax responsibilities together with Rook International. They are extraordinarily knowledgeable and showcase their understanding in every call we have.
    Josh B.

    Netherlands

    "
    Nicolas Castillo's knowledge and guidance of the US tax preparation process is excellent. He took the time to explain everything clearly, answer questions, and help me identify deductions and credits I wasn't aware of. His proactive approach and attention to detail resulted in substantial savings. I highly recommend his services to anyone seeking a reliable and trustworthy US CPA.
    Alexander C.

    Spain

    Frequently Asked Questions

    Have more questions? Then this section is for you!
    I’m planning to move abroad! When is the best time to schedule a consultation?
    Good for you for being proactive! We generally recommend scheduling a first consultation prior to booking your departure dates. Tax planning (and potentially tax saving!) opportunities may be available depending on when you leave and where you’re going.
    What are the main things that change when filing US taxes from abroad?
    Many things change! The main ones to be aware of are the tax filing deadline (expats get an automatic extension to June 15th, with two others available upon request), and that you will likely need to file the foreign tax return before the US return. So, it’s important to be aware of what new taxes will affect you as a resident in your new country!
    Can you help me understand what taxes I’ll be liable for in my new country?
    Often, yes. At a high level, we’re familiar with many foreign tax systems because we adapt the US tax filing based on where the taxpayer is based. Factors such as the existence of tax treaties, Totalization Agreements, and estate treaties all play a role in shaping how your US return can be filed to eliminate or minimize your US tax liability. We also maintain strong relationships with local experts to ensure we’re always providing you with the most current information.
    That’s great! So, can you do my foreign taxes too?
    Unfortunately, we do not offer foreign tax filing services at this time. However, when you work with us, we’ll often be able to refer you to a trusted partner in our network of foreign providers, which can facilitate getting both returns done correctly and on time.
    Why does it matter whether or not my CPA has experience working with Americans who live abroad? Isn’t it all just filing taxes?
    Like any profession, accounting has many different specialties, such as auditing, financial, and managerial. Expat taxes fall under the international tax & accounting services, which involve working knowledge of how the US tax rules and regulations affect its taxpayers living abroad. The US Tax Code & Regulations are generally familiar to most CPAs. However, the international tax provisions are not commonly studied or used in practice. Due to their complexity, it usually takes a seasoned specialist to ensure that your structure/situation is in compliance / reported with completeness and accuracy. When you partner with us, our expertise goes into saving you money, fully complying with the IRS, and bringing you peace of mind that everything was done correctly.