Frequently Asked Questions

Q?Which documents should I collect before moving abroad?

The following documents should be on your list:

  • Birth and Marriage Certificates
  • Naturalization, Green Card, Proof of Citizenship, etc.
  • Social Security Cards
  • Vaccination, Medical and Dental Records
  • Insurance Policies
  • Academic Records and Diplomas
  • Employment Records
  • Proof of Residency (utility bill, statement, etc.)
  • Living Will and Testament
Q?Which topics should I discuss before moving abroad?

Specifically, you will need to ask about the following issues:

  • Visas and permits (especially the requirements for work visa and spouse permit)
  • Vaccines for family members (this item should be on the top of your list if you move to one of the countries in Africa)
  • Restrictions as well as various taxes on shipped household items (shipping charges for overseas move are substantial)
  • Shipping and taxes if you decide to move your car abroad
  • Vaccines and quarantines for pets
  • Various types of insurance
  • Tax Implications
Q?Is my information secure?

Security of our clients’ information is our top priority. Our secure Client Portal provides clients with 24/7 document access. We use 128-bit SSL encryption and password protection to keep your files safe and compliant with federal and state privacy laws.

Q?When can I access my files?

We provide 24/7 Document Access. Our clients have round-the-clock access to their financial documents through a secure online Client Portal.

Q?Can you help me learn more about country rules and regulations?

Sign up to our Expat Tax Blog. We constantly update them with new articles.