U.S. Expat-Tax CPA

PLEASE ONLY APPLY IF YOU HAVE EXPERIENCE FILING EXPAT TAX RETURNS.


Scope & Deliverables
Review manually prepared amended U.S. Form 1040 returns that revoke §911 Foreign-Earned Income Exclusion (FEIE).

Validate Form 1116 calculations (General & Passive baskets), carryovers, FTC limitation, foreign tax redeterminations, housing exclusion add-backs, QD/CG worksheets, and Schedule D interactions.

Provide a findings memo (PDF or Word) summarizing:

line-by-line discrepancies

citations (IRC / Pub 514 / Form 1116 instructions) for each adjustment

updated figures where required (Excel or highlighted PDFs)

Must-Have Credentials
Requirement Minimum Proof
U.S. tax credential CPA, EA, or AFSP-Record of Completion (PTIN active)
Recent Form 1116 work ? 3 yrs preparing FTC for expats; able to show a redacted sample

Nice-to-Have
Philippines PRC CPA licence

Include 1116-PRO somewhere in your response so I know you read the entire post.