USA CPA Recommendations

Anyone have a good USA CPA willing to work digitally with me? I suspect I could figure out FBAR/FATCA myself with freetaxusa but would like to foist all this stuff on someone else this year.

I’m in NY if that matters for some reason, looking for state + fed filings.

You could reach out to Thun Financial . They specialize in this stuff.

2 Likes

I had an initial consultation with Greenback Tax Services to understand the requirements better. They only do expat taxes and so work digitally. Havent started on it yet but plan to use them for taxes. There are lots of expat tax services out there so better rated than others.

1 Like

Another potential option is Spott, Lucey & Wall (based in California)—they focus almost exclusively on international tax questions. They’re very experienced and come highly recommended, but also have pricing that matches it. They do, however, offer free introduction calls to evaluate if it’s a good match.

1 Like

To all friendly folks who replied: are these CPAs familiar with Portugal’s Golden Visa? Also, my understanding is that we need to file:

FBAR (online)
8938
8621

For those who chose the investment fund option. Am I missing something? I just applied for the GV last year and therefore have not received any dividends yet. So, the net tax impact should be zero. I will file an extension to have more time doing this for the first time.

Thank you so much in advance!