US Tax Return Filing (Form 1040) — High Net Worth International Client — 2025 Tax Year

US Tax Return Filing (Form 1040) — High Net Worth International Client — 2025 Tax Year

We are a UK-based international tax advisory firm looking for an experienced US CPA or Enrolled Agent to file a 2025 Form 1040 for a high net worth US citizen living and working abroad. The majority of the preparation work has already been completed by our team. We need someone with the right IRS filing access to input the figures and submit.

About the client

US citizen, non-resident, based in Africa. Multi-jurisdiction income profile spanning employment income, investment income, offshore bank accounts and UK property. The client has a Form 4868 extension in place so the filing deadline is 15 October 2026.

What we have already prepared

We have done the full tax computation and optimisation. You will receive a complete working paper with all figures calculated, all forms identified and all strategies applied. Your role is to review, input and file. Specifically we have already prepared the following.

Full income schedule across all sources with IRS form references and amounts.

Foreign Tax Credit calculation on Form 1116 covering general and passive income baskets with prior year carryforward amounts confirmed.

Foreign Earned Income Exclusion and Foreign Housing Exclusion computation on Form 2555 with supporting documentation.

Schedule D and Form 8949 covering US brokerage trading activity (options, ETFs, equities), offshore bond disposals and equity trades across two accounts. Holding periods confirmed. Gain and loss figures confirmed.

Schedule B covering dividends, interest and foreign investment income across multiple accounts.

Schedule E covering UK rental property income and expenses.

FBAR and Form 8938 foreign account schedule with all account details and balances.

Forms required

Form 1040 with all applicable schedules

Form 2555 (FEIE and housing exclusion)

Form 1116 (foreign tax credit, general and passive baskets)

Schedule B (interest and dividends)

Schedule D and Form 8949 (capital gains and losses)

Schedule E (rental income)

Form 8938 (statement of foreign financial assets)

FinCEN 114 / FBAR (foreign bank account report)

What we are looking for

Licensed US CPA or Enrolled Agent with active IRS e-file access.

Experience filing returns for US expats with complex international income.

Familiarity with Form 2555 (FEIE and housing exclusion), Form 1116 (FTC), FBAR and Form 8938.

Ability to work from a detailed working paper and ask intelligent questions where needed.

Available to complete filing before 15 October 2026.

What we will provide

A complete Excel working paper with all income, deductions, credits and foreign account information prepared and verified.

All source documents including brokerage 1099s, foreign payroll computations, bank statements and property income schedules.

Point of contact at our firm for any technical questions.

Scope and budget

This is a filing and compliance review engagement. The technical preparation is done. We are looking for competitive pricing that reflects the filing-only nature of the work rather than full preparation from scratch.

Please include your hourly rate or fixed fee proposal in your application, along with examples of similar international expat returns you have filed.

To apply

Please confirm you hold an active PTIN and IRS e-file authorisation. Briefly describe your experience with US expat returns and any familiarity with multi-jurisdiction high net worth clients. Applications without relevant experience will not be considered.

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