P: 470-945-3430 E: admin@jonesglobalcpa.com
U.S. International Tax & Wealth Advisory
OUR SERVICES
Managing your financial life across borders demands more than generic advice or one-time filings—it requires a coordinated strategy built for global complexity. Whether you’re living abroad full-time, working overseas temporarily, or planning an international move, your tax and financial obligations don’t disappear—they multiply.
At Jones Global CPA & Advisory Group, we help U.S. citizens and green card holders confidently navigate international tax compliance, global financial planning, and cross-border transitions. From expatriate tax preparation and foreign asset reporting to investment strategy and retirement access abroad, our approach brings structure, clarity, and long-term alignment to every part of your global financial life.
Our Engagement Tiers
IRS Form 1040 Filing
State Tax Return Filing
Self-Employment Tax Filing
Foreign Tax Credit (Form 1116)
Foreign Earned Income Exclusion (Form 2555)
FATCA Reporting (Form 8938)
FBAR Filing (FinCEN 114)
Extension & Estimate Filings
Annual Tax Return Review
Ongoing Global Financial Planning
Relocation Country Analysis
Cross-Border Retirement Planning
Currency & Cash Flow Management
Investment & Portfolio Analysis
Tax Prep & Cross-Border Tax Planning
Insurance & Risk Assessment
Education Funding Strategy
Estate & Inheritance Planning
Employee Benefit & Stock Option Planning
Comprehensive Cross-Border Financial Plan
Pre-Move Checklist
Relocation Timing Strategy
Banking & Cash Flow Planning
Income Positioning & Tax Exposure Analysis
Investment & Retirement Account Access Review
Insurance & Healthcare Overview
Estate & Legal Document Review
Education & Family Planning Considerations
Global Wealth Management Add-On
Starting at greater of $1,410/quarter or 1.25% of AUM
Global Wealth Management clients receive a 10% reduction on all U.S. Global Financial Planning services
*Global Tax & Financial Planning is available exclusively to U.S. citizens and green card holders.
**Global Wealth Management is a complementary add-on to our ongoing Global Financial Planning service, providing continuous portfolio management. This service is ideal for individuals who prefer to have their retirement and investment accounts professionally managed by a U.S.-based advisor while living or working abroad.
Over 9 million American citizens and green card holders live abroad—but nearly 1 in every 5 are unsure if they’ve met their U.S. tax filing obligations.
As global mobility and remote work continue to rise, so does the demand for expert cross-border tax preparation and global financial planning—growing over 500% in just the past five years.
Our Tailored Approach
Our global financial planning methodology is designed to support individuals navigating life across borders—whether you're living abroad full-time, preparing to relocate, or aligning your U.S.-based wealth with a global lifestyle
U.S. Expat Tax Preparation
Living or working abroad as a U.S. citizen or green card holder comes with complex, overlapping tax obligations. Our expat tax prep ensures you stay compliant and organized no matter where life takes you.
During our engagement, we: Preparing and filing your U.S. federal and state tax returns Ensuring compliance with FBAR, FATCA, and other foreign asset reporting requirements Utilizing key tax strategies through the foreign earned income exclusion, foreign tax credits, Section 121 exclusions, and more Coordinating with local professionals to align your global tax strategy (when needed)
U.S. Global Financial Planning
We deliver quarterly financial planning built around your cross-border lifestyle. Through ongoing engagement, we continuously manage, monitor refine your strategy—ensuring it stays relevant, responsive, and fully integrated...
Across the following areas: Cross-Border Integration: We bring your financial affairs, tax obligations, reporting requirements, and global goals together – coordinated and managed in one place Investment, Retirement & Estate Planning: We manage your investments, align your portfolio with your goals, plan for retirement, and protect your assets through estate strategies – structured to work efficiently across borders Income & Currency Management: We help you manage domestic & global income streams and navigate the complexities of working with multiple currencies Insurance & Risk Protection: We help you assess your need for added protection—navigating life, health, and other key insurance needs Coordination with Others: We work with your other advisors, accountants, and attorneys as needed
Global Readiness Action Plan
Relocating abroad within the next 2–5 years? Our one-time strategic plan helps you prepare with clarity, compliance, and confidence—protecting your wealth and aligning your finances for a smooth global transition.
Each plan is structured around the following key pillars: Readiness Assessment: We evaluate your financial, tax and cash-flow positioning before you relocate to your desired location Pre-Move Strategy: We map out the steps to relocate with confidence – covering your banking, income, tax, insurance, estate, retirement, and investment matters Global Alignment: We ensure your cross-border plan is structured to meet your U.S. and foreign compliance requirements from day one Action Plan & Timeline: We deliver a clear roadmap with key milestones to guide your transition abroad Coordination with Others: We work with your other advisors, accountants, and attorneys as needed
With global mobility and remote work on the rise, the demand for international tax preparation and planning, and cross-border financial and compliance strategies, has surged—growing by over 500% in the past five years.
Retirees, global entrepreneurs, dual citizens, digital nomads, and expatriates are increasingly navigating the complexities of taxation, compliance, and wealth preservation across multiple jurisdictions. However, only a fraction of those currently living abroad are in compliance with the US tax code.
Navigate the Complexities of Life Abroad With Confidence
Whether you're managing your finances globally, living abroad or preparing to relocate, our role is to bring clarity and structure to your U.S. tax obligations and global financial goals. Use the calendar below to schedule your introductory advisory call.
Select a time that works for you. We look forward to connecting!