Expatriate Tax Return Preparation
Careful preparation of returns for individuals with income or residency across more than one country, coordinated so the picture holds together.
Residency & Double-Taxation Review
When income flows across borders, understanding where you're considered resident — and whether you're paying tax twice unnecessarily — takes a careful, patient review. That's what this is for.
What this offers you
Residency status and double-taxation relief are two of the most consequential — and most misunderstood — aspects of cross-border tax. Get them wrong and you may end up paying more than you owe, or meeting obligations in one country while unknowingly missing them in another.
This review gives you a plain, specific account of your residency position and how the rules apply to your income. You leave with a clear picture of where you stand and, where relief is available, an explanation of how it works for your situation.
Residency position
A clear assessment of where you're considered resident for tax purposes and what that means in practice.
Treaty relief identified
Where a treaty applies, we identify what relief is available and how to apply it properly.
Practical next steps
You leave with a specific set of actions — not a general summary, but a clear picture of what to do.
The challenge you're facing
Double taxation — being taxed on the same income in two countries — is more common than it should be, largely because the rules are spread across domestic legislation, bilateral treaties, and residency determinations that interact in ways that aren't always obvious.
And residency itself is rarely as simple as where you sleep. Different countries use different tests — days present, centre of life, habitual abode — and it's quite possible to be considered resident in two places at once, or to have changed residency mid-year in a way that has significant consequences.
The uncertainty this creates is real. This review is designed to replace that uncertainty with a clear, accurate picture — one you can actually act on.
Questions this review addresses:
Am I still considered tax-resident in my home country even though I've moved?
Is the income I'm paying tax on in both countries actually covered by a treaty?
Should I be claiming a foreign tax credit — and am I doing it correctly?
I spend time in multiple countries — how does that affect my residency determination?
Did I break residency in the year I left — and does that change what I owed?
How we approach it
We don't produce a generic summary of the rules. We review your specific situation — your countries, your income types, your time spent, your circumstances — and assess what applies to you. The result is a clear, practical account of your position, not a general guide.
We assess your residency position under the domestic rules of the countries involved and, where a treaty applies, under the treaty tie-breaker provisions. You receive a plain explanation of where you stand and why.
We identify which of your income streams are potentially subject to tax in both countries and assess whether a treaty or domestic relief applies — exemption, credit, or deduction — and what that means for your position.
We explain what we've found in language you can follow. Where technical terms are unavoidable, we define them. The goal is that you understand your situation, not just have a document about it.
The review concludes with specific, actionable guidance — what to claim, what to file, what to correct, and in what order. Not general advice, but a clear path forward for your situation.
The review process
The process is designed to be as straightforward as possible for you. We do the analytical work; you provide the context and make the decisions.
We gather the facts — countries, income types, days present, treaty status — through a structured but conversational process. You tell us your situation; we ask where we need more detail.
We assess your residency position under relevant domestic tests and, where applicable, treaty tie-breaker rules — and document our findings clearly.
We identify what double-taxation relief applies to your income — treaty exemptions, foreign tax credits, or domestic unilateral relief — and explain how each would work in your case.
We walk you through the findings and next steps in a conversation — so you can ask questions and leave with a clear understanding of your position and what to do.
The investment
This service is priced at $360 USD. That covers the full review — residency determination, double-taxation analysis, and the discussion of findings and next steps.
Understanding your residency position and whether relief applies to your income can have meaningful consequences — both in terms of what you owe now and how you structure things going forward. The review is designed to give you the clarity to make those decisions well.
If we find that your situation is more straightforward than expected, we'll tell you. If it's more involved, we'll discuss it before proceeding.
What's included
Structured situation intake and context review
Residency determination under applicable domestic and treaty rules
Double-taxation relief analysis across income types
Written summary of findings and position
Specific practical next steps for your situation
Discussion conversation to walk through findings and answer questions
Service fee
$360 USD
Our approach to accuracy
Residency determinations and double-taxation relief aren't areas where general reading goes far. The rules interact in ways that depend on specific treaty language, domestic legislation, and the particular facts of your situation. We work in this area daily — it's not a sideline.
40+
Countries covered
We work with residency and treaty questions across more than forty jurisdictions.
12+
Years of focus
Cross-border tax has been our primary focus since 2013 — not an occasional addition.
100%
Cross-border cases
Every client we work with has a cross-border element. This is all we do.
After the initial conversation, the review typically takes between three and seven working days, depending on the complexity of your situation and the number of jurisdictions involved. We'll give you a more specific estimate once we have the full picture.
The discussion of findings is scheduled at a time that works for you — we don't just send a document and leave you to interpret it alone.
Our commitment to you
If at the end of the review there are aspects of your position that remain genuinely unclear — because the facts are ambiguous, or because the rules in your particular countries don't give a definitive answer — we'll tell you that plainly too. An honest account of uncertainty is more useful than a false sense of clarity.
And if, during the initial conversation, we determine that your situation falls outside the scope of this review or requires a different approach, we'll say so before any fees are incurred.
Honest about uncertainty — we won't give you false precision
Scope assessed before fees are incurred
No obligation initial conversation — just a starting point
Fixed fee with no unexpected additions partway through
Getting started
Send us a message with a brief description of your situation — which countries are involved, what kind of income you have, and what's unclear to you. We'll take it from there.
After an initial conversation, we confirm that the review is the right approach for your situation and begin the analysis. You'll have a clear timeline.
Once the review is complete, we walk you through the findings and next steps together. You leave with a clear, specific understanding of your position.
A brief message is all it takes to start. We'll come back to you with a clear sense of whether and how this review applies to your situation — no pressure, no obligation.
Get in touch with ViantaOther services
Careful preparation of returns for individuals with income or residency across more than one country, coordinated so the picture holds together.
Help organizing and reporting foreign income, pensions, and accounts accurately and on time, with patient guidance on what to disclose.