Work out where you stand, before you call anyone.
You should not need an appointment to find out whether a threshold applies to you. These tools give you a straight answer on your own, and flag the point where a position is complicated enough to be worth a conversation.
Do you need to file?
A few questions on citizenship, residence and income, and you get a straight answer on which returns and disclosures apply to you.
Foreign Earned Income Exclusion calculator
Work out how much employment income the exclusion actually removes from your US calculation, and whether credits would serve you better.
Foreign tax credit estimator
Estimate the credit available for UK tax already paid, and where the limitation rules cap what you can claim.
FBAR threshold checker
The $10,000 trigger is aggregate and measured at the highest point in the year. Check whether your accounts crossed it.
PFIC checker
Find out whether a fund you hold is a PFIC to the IRS, and what the reporting and election options look like if it is.
Substantial Presence Test
Count your days under the US test to see whether you are treated as a resident for tax purposes this year.
UK statutory residence test
Work through the automatic and sufficient-ties tests to establish your UK residence position for the tax year.
Exit tax estimator
Model the cost of giving up citizenship or a Green Card, including whether you fall into covered expatriate status.
Late filing penalty estimator
See what exposure looks like on unfiled returns and FBARs, and how much of it a relief route would remove.
US & UK deadline calendar
Every date that matters across both systems in one place, including the automatic extensions available from abroad.
Annual exchange rate lookup
The published rates to use when converting income and gains between currencies for each filing year.
Document checklist builder
Generate the list of documents your particular filing needs, so nothing holds up the return once work starts.
Got your answer and it looks complicated?
These tools are deliberately simple, and real positions rarely are. Send us what you found and we will confirm it properly.