MyExpatTaxes launches planning service for Americans abroad

MyExpatTaxes has launched MyExpatPlanning, a tax planning service for Americans living outside the United States that shifts its expat offering beyond annual filing and into forward-looking personal finance. The product combines forecasting tools, planning roadmaps and advisory access at a time when the company says more U.S. taxpayers are living and working overseas.

The launch places the business in a growing segment of cross-border financial technology: software-led services that help globally mobile individuals assess tax consequences before transactions or life changes occur. For Americans abroad, tax questions can arise around income, investments, property, retirement and self-employment, often across more than one jurisdiction.

MyExpatPlanning is designed to help users model future tax outcomes, identify possible ways to reduce tax exposure and assess the implications of financial decisions before the end of a tax year. The service is aimed at situations such as moving overseas, becoming self-employed, selling property, exercising stock options, investing internationally, preparing for retirement and managing cross-border finances.

The company’s existing business focuses on U.S. tax filing software and services for Americans abroad. The new planning product broadens that model by adding pre-filing analysis, with tools intended to show how a decision may affect a future return rather than only documenting activity after it has happened.

Users receive personalized tax planning roadmaps and forecasting tools. MyExpatPlanning also includes upgrade paths that provide access to expat tax professionals through written questions, with one-to-one consultations available for more complex cases.

Nathalie Goldstein, chief executive and co-founder of MyExpatTaxes, said many costly tax errors occur before a return is prepared. She cited accepting a job overseas, selling investments, buying property and planning for retirement as examples where earlier planning can affect a taxpayer’s future position.

The product reflects a broader commercial push among tax software providers to attach advisory services to digital workflows. In that model, software handles data gathering and scenario analysis, while higher-value support is reserved for issues that require professional judgment or individual review.

For expat tax providers, the planning category also creates a relationship with customers outside the annual filing window. A cross-border tax planning service for Americans abroad can generate demand when clients are considering employment, investment or residency decisions, rather than only during compliance season.

MyExpatTaxes expects demand for proactive planning to rise as more Americans choose to live and work outside the United States. The company framed the service as a response to the complexity of U.S. tax obligations for globally mobile taxpayers, where decisions made months before filing can shape later liabilities.