Tax Compliance and Legal Services for US Expats
We provide professional U.S. tax compliance, advisory services and contract support for Americans at home and abroad, tailoring our approach to your individual circumstances whether that means preparing a tax return or reviewing a commercial contract.
Tax and Legal Services for Americans – Wherever You Are
Whether you’re planning a move from the U.S. to Europe, launching a startup in Medellín, or are a remote worker splitting your year between Berlin and the Bahamas, you still have U.S. tax obligations – and probably some questions best suited for an attorney. That’s where we come in.
Blue Haven Advisory provides U.S. tax compliance and advisory services for U.S. citizens, green-card holders and small business owners living abroad. For clients who also need legal support, we provide access to a licensed attorney.
Our Mission: Supporting Expats - Tax, Compliance, and Contracts
To us, you’re not just a tax return to complete, you’re a person worthy of individualized care and attention. We understand that expat life sits at the intersection of several disciplines, including U.S. law, foreign taxes and commercial contracts. Our licensed professionals lead you through your U.S. tax obligations, and where needed, connect you with contract support through Blue Haven Law, PLLC, so you can handle both with one trusted team.
Our Clients Are Often
Our Tax Services
- U.S. Federal Tax Return Preparation (Form 1040).
- State Income Tax Filing (Resident & Part‑Year).
- State Franchise Tax Filing for LLCs and corporations.
- Streamlined Foreign Offshore Procedures for those who need to catch up on past U.S. filings.
- Bookkeeping support for your U.S. entity or cross‑border business.
Our Legal Services
For clients who need legal support alongside their tax work, Blue Haven Law, PLLC provides access to a licensed Texas attorney, focused on commercial contracts, statements of work, NDAs, and operating agreements.
- Flat-fee commercial legal services, focusing on international transactional law: reviewing Statements of Work (SOWs) for legal risks such as liability and indemnification
- Contract drafting and review: NDAs, consulting, and operating agreements (possibility to coordinate with expat tax advisor for tax structure). We have extensive experience with international contracting across Europe and India.
- Template creation: Simplifying legal processes to reduce risks from using generic templates or AI-generated documents by providing reusable legal documents (e.g., T&Cs, SOWs) for business agility.
The Blue Haven Approach
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1
Intake
Submit a short intake form. These details will help us make the most of our first conversation together, whether you're coming to us for tax compliance or contract support.
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2
Proposal
Receive your personalized project proposal and checklist. In your proposal, we'll outline the scope per your inquiry form and as discussed in our meeting (as applicable), clearly indicate pricing, and include the documents we need to get started.
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3
Secure upload
Complete payment and upload your documents. After completing payment via our secure link, you'll receive another email to securely share your documents via our encrypted portal.
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4
Preparation
After all documents are received, our team springs into action. We'll review every document and ensure it aligns with what's needed to prepare your return accurately.
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5
Sign & file
Lastly, may we get your signature? After the return is completed, you'll be notified and prompted to review and sign electronically so that we can file with the IRS. You'll receive confirmation that your return has been submitted, and that's it!
Request A Meeting
Whether you need to file a U.S. tax return, get a handle on foreign reporting obligations, or have a commercial contract that needs a close look,, we’re confident in our ability to meet you where you’re at and support you accordingly.
