U.S. citizens and green card holders are required to file annual U.S. tax returns regardless of where they live, if their income exceeds the filing thresholds. You may also have to report foreign accounts and income

Blue Haven Advisory specializes in filing expat tax returns that are compliant and optimized for your particular situation. There’s a lot of information out there and it’s easy to misunderstand the rules (for example, one of the most common is that “if I make under 130K, I don’t have to file”). While all expat tax returns will include a 1040, they also involve numerous other forms, such as Form 2555 and/or Form 1116.

Yes. We support qualifying clients who need to catch up on past U.S. tax filings using the IRS Streamlined Filing Compliance Procedures. We’ll walk you through the eligibility and process.

Yes. If you’ve had more than $10,000 across foreign accounts at any time during the year, you may need to file an FBAR. We include this in our services when applicable and encourage generous transparency in this reporting, given the purely administrative nature of this form.

We do. Specifically, if you own a U.S. LLC or corporation and need a state franchise tax filing or bookkeeping support, we can assist. We do not currently support payroll or sales tax.

Yes. We offer limited IRS correspondence support. If the issue stems from an error we made, we will correct it free of charge. If the matter is unrelated to our work, or if the IRS is requesting clarification or documentation beyond what was originally filed, support is available as a separate, billable service.

We are a Texas-registered firm operating remotely. Our team is based in the Caribbean, Europe, and Latin America, allowing us to serve clients across time zones.

We intentionally designed our step-by-step process to be straightforward. To work with Blue Haven Advisory, please complete our short intake form, and we’ll send you a tailored engagement letter, checklist, and secure link to upload your documents. If more information is required to ensure an accurate filing, we’ll schedule a video or voice call to meet. 

Our fees vary based on the complexity of your return. We’ll confirm your fee after reviewing your intake form, before any work begins. This ensures both parties are clear on the work to be delivered, meaning there are no surprise invoices for you.

We support expats and small business owners with contract drafting and review, including NDAs, independent contractor relationships, and vendor agreements. We can also review Statements of Work (SOWs) for legal risks (e.g., liability or indemnification), and prepare reusable templates for your business that will hold up under outside legal scrutiny. 

Yes, we offer legal and advisory support for business formation, including LLCs, corporations, and operating agreements, coordinated with tax structure considerations from our CPA and tax advisory team.

Yes. We use encrypted platforms and secure client portals for all document sharing and communication. Attorney-client privilege applies to all legal work; privileged documents are accessible only to the attorney unless the client has consented in writing. Where both legal and tax advisory are involved, joint meetings are available and always confirmed with the client in writing.

Absolutely. Once your intake is received, we’re happy to schedule a consultation or clarify questions via email or GoogleMeet.