DIGITAL CPA SERVICES
Tax & Financial Resources
Curated tax planning resources for Americans living abroad, digital nomads, and individuals relocating to or from the United States. Download practical checklists to help you plan before major moves.
International Tax Planning Checklist Before Moving to the United States
Use this checklist to identify the key tax issues that should be reviewed before you become a U.S. tax resident - including residency start date, foreign businesses, investments, accounts, and reporting.
International Tax Planning Checklist Before Moving Abroad
Use this checklist to identify the key planning opportunities before leaving the United States - including the Foreign Earned Income Exclusion, state tax exit, foreign tax credits, PFICs, CFCs, and ongoing compliance.