Resources

These free resources are designed to help you navigate US tax concepts in a straightforward way, with bilingual versions available for wider accessibility.

Navigating common US tax issues faced by individuals outside the US.
Interactive Guide
The US Estate Tax Planning Guide
A quick, interactive estimate of your US Estate Tax exposure based on your citizenship, residency, and assets — with real tax rates and planning strategies.
Navigating the US expatriation rules: Are you subject to the US Exit Tax?
Interactive Guide
Navigating the US expatriation rules: Are you subject to the US Exit Tax?
This interactive guide helps you determine whether you're subject to the US Exit Tax when giving up your US citizenship or long-term US residency. It walks you through key tests including income tax liability, net worth, certification of tax compliance, and important exceptions, such as for certain dual citizens and minors.
Estimated Tax Calculator for US Expats
Calculator
The US Income Tax Residency Guide
This guide walks individuals through a short series of questions — citizenship, green card status, exempt visa categories, and a live day-count calculator — to determine whether they're a US income tax resident under the actual IRS rules, including the Substantial Presence Test.

More resources coming soon!