American Expat CPA was born from the real-world experience of navigating the complexities of U.S. taxes while living abroad. We are dedicated to providing the specialized financial guidance that individuals and freelancers need to thrive internationally.
We are a team of licensed U.S. CPAs who specialize in international taxation and investments, living the expatriate life with a footprint in San Diego, California and Frankfurt am Main, Germany. Leveraging our European and American expertise, we help U.S. expatriates with their complex international taxation, cross-border investments and financial planning, particularly in the American and European markets, drawing on both personal and professional experience.
We combine personal expatriate knowledge with professional credentials of the highest caliber. Having lived and worked in the U.S. and Germany, we understand cross-border asset management and taxation. In terms of professional experience, we worked at well-known companies such as Morgan Stanley, Merrill Lynch in San Diego, and Deutsche Börse in Frankfurt. In addition to holding U.S. CPA licenses, we possess various international certifications which make our counsel in international tax and investment matters reliable and well-founded.
Yes, we offer full services in both English and German. Our team is fluent in both languages, having been educated and worked professionally in both the United States and Germany.
Our practice is fully virtual, serving U.S. expatriates from every time zone. You can upload documents securely, participate in video consultations, and receive completed returns electronically. Having lived as expatriates ourselves, we have tailored our services to accommodate the realities of global life.
We assist with all U.S. tax matters for Americans living abroad, supporting both individuals and their companies. We can certainly assist with the more straightforward issues like the Foreign Earned Income Exclusion and the Foreign Tax Credit. However, we go much deeper, dealing with comprehensive tax planning, treaty analysis, and ensuring you traverse elaborate cross-border finance with the best strategy and absolute peace of mind.
What truly sets us apart is that we are U.S. expats ourselves. We base our practice on our lived experience in the United States and abroad. This experience, alongside our qualifications as U.S. licensed CPAs and our capital markets and taxation roles at renowned institutions such as Morgan Stanley, Merrill Lynch, and Deutsche Börse, equips us with unique insights unrivaled by other firms. Accordingly, we offer tailored, comprehensive counsel surpassing the typical tax preparation services and attending to the entire financial landscape of the American expatriate.
We specialize in serving U.S. citizens and Green Card holders worldwide—whether you're living in Germany, elsewhere in Europe, or anywhere across the globe. Our clients include employees, self-employed professionals, retirees, and investors with international portfolios. We also support domestic U.S. clients, both individuals and business owners, as well as non-resident aliens with U.S. investments.
It all begins with an email, a call, or a message to us on Facebook or WhatsApp. A member of our team will get back to you within a day to assist you in booking a free 20-minute call with one of our skilled CPAs.
In order to make the most of the session, we will need you to fill out a questionare which aims to gather some key information. This will help us in assigning you the right CPA.