International tax expertise for Americans living abroad
We turn complex compliance and planning into clarity, so you can focus on your life abroad.
Complete expat tax service
Foreign Earned Income Exclusion (FEIE)
Maximize your income exclusion while staying fully compliant. We handle physical presence tracking, bona fide residence qualification, and timing strategies so you can exclude up to the full amount without worry.
Foreign Tax Credit (FTC)
Get full credit for taxes you've already paid abroad. We optimize between FEIE and FTC strategies, calculate credits accurately, and manage carryforwards to ensure you're not paying more US tax than necessary.
FBAR & Foreign Account Reporting
Stay compliant with all foreign account reporting requirements. We track deadlines, file reports, and maintain complete documentation for FBAR and FATCA, keeping you penalty-free and audit-ready.
“OTM handled everything from my FEIE calculations to coordinating with my UK accountant on tax credits. They caught a state tax issue I didn't even know existed and saved me from a major headache down the road.”
Our proven approach to international taxes
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Connect, your way
Connect with us in your preferred way – through a video call or by just answering a few questions. We'll assess your situation and come up with a clear plan.
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Meet your specialist
We match you with a dedicated expat tax expert who knows your situation and provides ongoing support throughout the year.
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File with confidence and ease
We tackle the complex calculations, forms, and optimizations. We submit everything to the IRS and states as needed, then track your refund or payment status.
Let's work together : Get expert guidance on your expat taxes
Frequently asked questions
If you meet either the physical presence test (330 days abroad in 12 months) or bona fide residence test, you can exclude up to $130,000 (2025) of foreign earned income from US taxation.
You must establish genuine residency in a foreign country for an uninterrupted period that includes an entire tax year, demonstrated through factors like visa status, housing arrangements, and integration into local life.
Yes, the Foreign Tax Credit allows you to offset US tax liability dollar-for-dollar with foreign income taxes paid, though credits cannot be claimed on the same income you exclude under FEIE.
If you qualify for FEIE, you may also exclude or deduct qualifying housing expenses that exceed 16% of the FEIE limit, up to a location-specific cap.
Travel expenses are generally only deductible if you're self-employed and the travel is for business purposes, not personal or commuting.
Standard expat deductions include self-employment expenses, student loan interest, IRA contributions, and certain moving expenses for active-duty military, though many domestic deductions phase out at higher income levels.
US-source rental and investment income must be reported as taxable income on your return and cannot be excluded under FEIE, though you may be able to claim foreign tax credits if that income is also taxed abroad.
Yes, you must file FBAR if your foreign accounts exceed $10,000 at any point during the year, and Form 8938 (FATCA) if you meet higher thresholds based on your filing status and residence.
Strategic timing of income recognition, optimal mix of FEIE and FTC, foreign corporation structures for business owners, and retirement account positioning can significantly reduce your overall tax burden when properly implemented.
Still have questions? Get in touch by your preferred contact method to get expert guidance.