MyExpatPlanning is a solution for understanding your future US tax obligations. It takes into account life changes—such as moving abroad, changing jobs, or new income sources—to provide clear, personalized insights based on your situation. It’s available for $59 on the Checkout page and is included for free with the Premium package.
Here’s an overview of what we’ll cover—click any section to jump ahead:
- How to Access MyExpatPlanning
- What You Get with MyExpatPlanning
- Ask a Tax Professional
- MyExpatPlanning Plus — Speak to a Tax Professional
How to Access MyExpatPlanning
After your purchase, you can access the Planning Platform from the top of any page by clicking the “PLANNING” button. Once inside, you can select the topics you want to explore further.
What You Get with MyExpatPlanning
After selecting the topics you care about most, you can:
- Dive deeper into each topic with our general guides.
- Use calculators tailored to each area for quick estimates.
Ask a Tax Professional
Need more personalized help? You can submit your questions directly to our Tax Team through the Ask a Tax Professional page.
- Ask three questions for $149.
- Add additional questions for $59 each.
- If you don’t have all three questions ready now, you can submit the rest later.
- Responses arrive within 5–7 business days via email.
MyExpatPlanning Plus — Speak to a Tax Professional
If you prefer a live conversation, MyExpatPlanning Plus offers a 30-minute video call with one of our Tax Professionals for $199.
- After purchase, the Tax Team reviews your profile and emails you their availability.
- You can submit your questions and discussion topics in advance by replying to that email.
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