Renounce US citizenship.
Giving up U.S. citizenship brings filing work with it, and that work has an order to it. We handle the U.S. tax side — what has to be prepared, and when — so the paperwork is not the part you have to work out yourself.
Whether to renounce is not a question we answer for anyone. It is a personal decision with consequences well beyond tax, and people arrive at it for reasons that have nothing to do with a return. What we do is take on the part that is ours: the U.S. filings that accompany the step, prepared properly and in the right sequence.
We do not advise anyone whether to renounce. We make sure the filing side is handled correctly once they have decided.
That begins with establishing your filing history, because the U.S. side of expatriation is built on it. Where there are gaps, they are dealt with first — a position brought up to date before anything else is prepared, rather than alongside it.
From there we set out which returns and reports belong to which year, what we need from you for each, and in what order they are filed. You get the sequence in writing at the start, so the process is visible from the beginning rather than described a step at a time.
Three stages, in this order
Your filing history first
We establish what has been filed and what has not, and set out the position as it stands. Nothing further is prepared until that is settled.
Closing any gaps
Where earlier years are outstanding, those come first. We prepare what is missing so your record is complete before the expatriation filings are drawn up.
The year you renounce
We prepare the returns and reports that belong to the year of expatriation, review them with you, and file them once you are satisfied.