Which citizenship and immigration facts belong in my plan?
Connect your residency questions with the home, family, work and travel facts behind them.
YOUR COMPLIANT TAX DEPARTURE
Move abroad.
Get clear on your US taxes.
Build your life abroad with a clearer view of what you will still owe the IRS. We help you organise citizenship, residency, income and reporting questions so you can assess available relief and plan a compliant move.
US citizens and resident aliens generally remain subject to US tax on worldwide income while abroad. Exclusions or credits may help; moving overseas alone does not end these obligations.
No payment. No account needed to start. Save when you choose.
See how it worksTax residency in focusCompliant departure preparationStart free. Choose support.
CLARITY ABOUT WHAT ENDS—AND WHAT REMAINS
Know which US obligations follow you abroad.
Turn uncertainty about your tax status into a clear set of facts, decisions and questions to resolve before your next step.
Check the rules behind your residency questions. IRS: US citizens and resident aliens abroad.
What US income, assets and reporting questions should I take to an adviser?
Bring income, assets and remaining obligations into the same departure discussion.
Am I planning an overseas move or considering a separate expatriation process?
Get your facts and records ready so specialist advice can focus on the decisions that need it.
FROM TAX UNCERTAINTY TO AN ORGANISED NEXT STEP
Build your tax exit plan.
One clear step at a time.
Set out your tax exit
Choose your route and record your residency questions. You can begin even if your destination is still open.
Bring the evidence together
Organise your home, family, work, income and travel facts. Identify the records and decisions that need attention.
Get the right level of help
Use the free plan, compile your information into a report or choose a separate written review. Arrange specialist advice and filings when needed.
Build my free tax exit plan
Prefer a simple reference? Download the free checklist PDF.
CLEAR SCOPE. AN ACCESSIBLE FIRST STEP.
Get prepared before
paying for specialist time.
Start your tax exit preparation for free. Bring your facts, records and open questions together before deciding where professional advice would add the most value.
Build your plan for free. Add a compiled report for US$27 or a separately agreed written team review for US$497. Pay for the level of help you choose.
Tax advice, calculations, returns and legal work are separately scoped. The plan and report prepare your information; they do not establish your tax status.
START FREE. CHOOSE HELP WHEN IT ADDS VALUE.
Your tax exit starts here.
Prepare your position first. Choose a report or written review when you want help taking it further.
Your Tax Exit Plan
Free
For organising the facts, residency questions and next steps behind your tax exit.
- Your route and priorities
- A practical action checklist
- Device, export and optional account saving
No card or account needed to start.
Compiled report
US$27
For bringing your tax exit facts and supporting records into one preparation report.
- Your answers and records brought together
- Missing information and open questions
- A file to use in your next discussion
Preparation service. Professional review is separate.
Written team review
US$497
For written comments on your prepared facts, evidence and unresolved questions.
- Review of the facts and supporting records
- Written comments and recommended revisions
- Questions to take to relevant specialists
Provided under a separately agreed review engagement.
Report and review prices are in US dollars. Tax returns, immigration applications, valuations and complex legal or tax work are outside these preparation offers and are scoped separately. Ask about your situation if you are unsure which option fits.
Does moving abroad end my US tax obligations?
US citizens and resident aliens generally remain subject to US taxation of worldwide income when they live abroad. Exclusions and credits may reduce tax when their conditions are met. Changing citizenship or long-term immigration status is a separate decision with potential expatriation-tax consequences that needs specialist advice.
How does this help me gain more certainty about my tax status?
Start by documenting your circumstances, supporting evidence and unresolved questions. The free plan organises your preparation; the compiled report brings your submitted information together; a separately agreed written review adds team comments. Individual professional advice, filings and any authority determination require the relevant separate process.
What do I get for free?
The Exit Plan helps you organise your route, priorities, situation and next steps. You can also keep track of days and a planning budget. Starting a plan does not order a report or book a review.
Do I need an account or a card to start?
No. Start the planner without either. Save a copy on your device, export it, or create an account when you want to save it there. Save again after making changes.
What if I have already moved?
Start with your current situation and the dates you know. Use the plan to organise open questions and missing records. Ask an adviser about any time-sensitive obligations.
How is the report different from the free plan?
The free planner is a tool you work through yourself. The paid report compiles your submitted answers and documents into a structured preparation file with missing information and open questions identified.
When is the written review useful?
Consider it when you want our team to examine your prepared file and provide written comments under an agreed review engagement. Complex tax calculations, valuations, legal work and filings require a separate scope.
Does this determine my tax status or secure a visa?
No. Planning and document preparation do not establish tax residency, secure immigration approval or replace a personal professional assessment. Government authorities make their own decisions.
Can I start without all my documents?
Yes. Begin with what you know. Keep a list of missing records and questions to resolve; you do not need a complete file to start planning.
Explore the reference sources for the United States
Check the current official requirements for your circumstances before relying on a route or tax treatment.
START YOUR TAX EXIT PLAN
Take the first step
toward tax clarity.
Start free. Put your residency questions, supporting facts and next steps in one place.
Build my free tax exit planNo card or account needed to start.
ANOTHER STATE. A NEW HOME BASE.
Compare a move within the U.S.
Explore income taxes alongside property taxes, housing, insurance, business needs and everyday costs. Arizona and Utah have individual income tax; no destination is automatically cheaper for every household.
Florida ↗Arizona ↗Texas ↗Nevada ↗Utah ↗Tennessee ↗Wyoming ↗South Dakota ↗New Hampshire ↗Puerto Rico — U.S. territory ↗
A state move does not end federal tax obligations. Puerto Rico has separate rules and eligibility requirements.
Planning guide · Preparation checklist · Frequently asked questions
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