Expat Tax Services
U.S. Tax Expertise for Americans Living Abroad
Navigating U.S. taxes while living overseas can be overwhelming—but it doesn’t have to be. At Cayden Financial Group, we specialize in helping U.S. expatriates stay compliant with the IRS while minimizing their tax liability through smart, strategic planning.
Whether you're working abroad, running a business overseas, or retiring internationally, our team ensures you’re meeting all IRS filing requirements while taking full advantage of available exclusions, credits, and treaty benefits.
Who We Help:
- U.S. citizens and green card holders living abroad
- Digital nomads and remote workers
- Self-employed expats and freelancers
- Dual citizens with U.S. tax obligations
- Military and government contractors overseas
Our Expat Tax Services Include:
Foreign Earned Income Exclusion (FEIE)
We help you qualify for the Foreign Earned Income Exclusion (Form 2555) to exclude up to $120,000+ in foreign wages (indexed annually), using either the Physical Presence Test or Bona Fide Residence Test.
Foreign Tax Credit (FTC)
If you're paying foreign income taxes, we’ll determine whether the Foreign Tax Credit (Form 1116) is more advantageous than the FEIE—or if a combination of both provides the greatest tax savings.
FBAR Filing (FinCEN Form 114)
We ensure you stay compliant with foreign bank account reporting (FBAR), required if you hold over $10,000 in total foreign accounts at any point during the year.
FATCA Compliance (Form 8938)
For higher-value foreign assets, we help you file Form 8938 under the Foreign Account Tax Compliance Act (FATCA) and avoid costly penalties.
Self-Employment & Totalization Agreements
We assist self-employed expats in managing U.S. self-employment tax obligations and applying international totalization agreements to avoid double taxation on Social Security.
State Tax Guidance
Not all expats are free from state filing obligations. We review your prior residency and help determine if you need to continue filing in your home state.
IRS Amnesty & Streamlined Filing
Behind on your expat taxes? We guide you through the IRS Streamlined Foreign Offshore Procedures to catch up without harsh penalties.