Which citizenship and immigration facts belong in my plan?
Write down your current arrangements, intended changes and the dates involved. Keep a record of assumptions that still need checking.
GREATER TAX CLARITY STARTS WITH THE FACTS
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.
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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.
Use these questions to organise the information an adviser may need. They do not determine your eligibility or tax position.
Write down your current arrangements, intended changes and the dates involved. Keep a record of assumptions that still need checking.
List relevant assets, documents and people involved. Bring uncertainties into the open before committing to a decision.
Record the questions that remain unresolved. Check the current official requirements and seek an individual assessment where needed.
A clear file helps you explain your circumstances consistently.
Record your route, dates, household arrangements and the decisions that cannot wait. Identify documents that take time to obtain.
Update your timeline and note what changed. Save the records supporting major decisions, rather than relying on memory later.
Share the relevant facts and your outstanding questions. Confirm the scope of any professional work before commissioning it.
Check the current official requirements for your circumstances before relying on a route or tax treatment.
Start free. Put your residency questions, supporting facts and next steps in one place.
Build my free tax exit plan