U.S. Expat Tax Consultation

60-Minute Consultation

$500

Meet one-on-one with Olivier Wagner, Founder & CEO of 1040 Abroad, EA, CPA, to discuss your tax situation, explore planning opportunities, and receive practical advice tailored to your circumstances.

Personalized guidance on U.S. expat tax obligations
Strategies for minimizing tax liabilities
Clarity on filing requirements and deadlines
Comprehensive advice on renouncing U.S. citizenship
Understanding the Exit Tax and its consequences
Filing requirements before and after renunciation

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What We Offer?

Personalized U.S. Tax Guidance

This 60-minute consultation is designed for individuals who need personalized tax advice beyond tax return preparation. During the consultation, Olivier Wagner, EA, CPA will answer your questions and provide guidance on complex international tax matters, including tax planning, expatriation, business structuring, residency, foreign investments, retirement planning, and other cross-border tax issues.

If you’re looking for advice on your tax return or would like to discuss working with 1040 Abroad, our 20-minute introductory consultation with one of our accountants is the right place to start. If you need comprehensive tax planning or strategic advice for a complex situation, our 60-minute consultation with Olivier Wagner is the appropriate service.

Why 1040 Abroad?

Trust the experts

Transparent flat rates

You know exactly what you pay for before we get started. There are no hidden fees or any other surprises on the final bill

20+ years of shared experience

Our experience allows us to handle even the most complex tax situations with accurate and reliable solutions

Security and data encryption

Privacy is the key for us. We use the highest level of encryption that’s on the level as big financial institutions.

Up to date knowledge

In order to give you the best care we can. Our experts complete continuing education every year to stay up to date.

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Frequently asked questions

How is the consultation conducted?

Your consultation takes place in a private 60-minute Zoom meeting with Olivier Wagner, Founder and CEO of 1040 Abroad. This allows you to discuss your tax situation in detail, ask questions, and receive personalized guidance tailored to your circumstances.

If you prefer a traditional phone call, simply let us know when booking and we’ll be happy to accommodate your preference.

Do you review documents or prepare forms in the consultation?

You’re welcome to share tax returns, IRS notices, or other documents during the consultation. We’ll review them together and explain any issues or planning opportunities. If your situation requires tax preparation or additional work beyond the consultation, we’ll recommend the most appropriate service.

What follow-up or documentation is provided?

Your consultation doesn’t end when the call is over.

After the meeting, we’ll send you a detailed follow-up email summarizing our discussion, outlining our recommendations, and providing links to any relevant IRS guidance, tax treaties, or supporting resources discussed during the consultation.

If additional research is needed to answer a question fully, we’ll carry out that research after the consultation and include our findings in the follow-up email. This ensures you receive complete, well-supported advice rather than a rushed answer during the call.

What's the difference between the 20-minute consultation and the 60-minute tax consultation?

We offer two different consultation services, each designed for a different purpose.

20-minute introductory consultation ($50)

The introductory consultation is held with one of our experienced international tax accountants. It’s designed for individuals considering 1040 Abroad for tax preparation who would like to discuss their tax situation, ask questions, and determine the best way forward.

If you engage 1040 Abroad to prepare your tax return, we’ll deduct the full $50 consultation fee from your tax preparation invoice.

60-minute tax consultation ($500)

This is a dedicated one-hour consultation with Olivier Wagner, Founder and CEO of 1040 Abroad. It is designed for individuals who need in-depth tax advice, international tax planning, business structuring, expatriation planning, residency planning, investment planning, or guidance on other complex cross-border tax matters.

Because these consultations are different services with different purposes, the $50 introductory consultation fee cannot be applied toward the 60-minute consultation with Olivier Wagner.

Should I book this consultation if I need my tax return prepared?

If you’re primarily looking for a tax preparation service, our 20-minute introductory consultation with one of our accountants is the best place to start. The consultation costs $50, and if you engage 1040 Abroad to prepare your tax return, we’ll deduct the full $50 from your tax preparation fee.

Our 60-minute consultation with Olivier Wagner is designed for individuals who need strategic tax advice, international tax planning, or guidance on complex cross-border tax matters before or alongside tax preparation.

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