Expat and Balikbayan Services

Living abroad creates unique tax challenges. We help U.S. expats and Balikbayans living in the Philippines stay compliant with both U.S. and Philippine tax requirements, avoiding penalties while maximizing available benefits.

Services Offered

• U.S. Tax Compliance

  • Federal and state income tax preparation

  • Foreign Earned Income Exclusion (FEIE) & Foreign Tax Credit (FTC) support

  • FBAR (FinCEN 114) and FATCA (Form 8938) reporting

• Philippine Tax Compliance

  • BIR registration and filing assistance

  • Philippine income tax and VAT filings

  • Documentary stamp and property tax guidance

• Cross-Border Planning

  • Tax treaty analysis between the U.S. and the Philippines

  • Structuring of income, investments, and businesses for efficiency

  • Estate and gift tax considerations across jurisdictions

• Advisory & Support

  • Year-round consultation for expats and returning residents

  • Coordination with U.S. and Philippine CPAs/lawyers

  • Secure document exchange and record management

Why Choose Us?

✅ Dual-country tax expertise
✅ Minimized double taxation risk
✅ Peace of mind for global compliance
✅ Tailored support for individuals, families, and small businesses