MyExpatTaxes launches planning service for Americans abroad

MyExpatTaxes has launched MyExpatPlanning, a tax planning service for Americans living abroad who want to look at U.S. tax exposure before making financial moves. For overseas workers and individual investors, the pitch is straightforward: stock options, property sales, self-employment income and international investments can change what is left after taxes.

The new service sits next to the company’s existing U.S. tax filing software and services for expats. Tax preparation usually looks backward, taking income, deductions and credits from the past year and turning them into a return. Planning looks forward, using expected events to estimate possible tax outcomes before a transaction, move or job change is already locked in.

That distinction can matter for households that earn, invest or retire across borders. Americans abroad may still need to deal with the IRS while also managing local tax rules in the country where they live. The result is a more complicated personal finance picture than a standard domestic tax return, especially for people with equity compensation, property, cross-border accounts or income from freelance work.

MyExpatPlanning combines digital tools with personalized planning. The service is designed to help users model future tax outcomes, spot ways to lower future tax bills and understand the potential tax effects of major decisions before they happen, MyExpatTaxes said.

The company lists several use cases for the product: moving overseas, becoming self-employed, selling property, exercising stock options, investing internationally, planning for retirement and managing cross-border finances. Those are the kinds of decisions where the tax cost can affect an investor’s real return, meaning the money kept after taxes, fees and other expenses.

The offering includes personalized tax planning roadmaps and forecasting tools. Users can also choose upgrades that provide access to expat tax professionals through written questions, with optional one-to-one consultations for more complex situations.

“Many of the biggest tax mistakes we see happen months before a tax return is filed,” Nathalie Goldstein, CEO and co-founder of MyExpatTaxes, said in the announcement. “Whether you're accepting a job overseas, selling investments, buying property, or planning retirement, planning ahead can have a significant positive impact on your future tax position.”

The launch reflects a broader shift in personal tax services from once-a-year filing toward ongoing planning, a model already common for higher-income households and business owners. For expats, the same idea applies to decisions that blend career, investing and household planning across countries.

MyExpatTaxes expects demand for proactive expat tax planning to rise as more Americans live and work overseas. The company is positioning U.S. expat tax planning for Americans abroad as a way to address future tax consequences while there is still time to consider different choices.