Individual · Service 03
Tax compliance handled across the borders you've crossed
Living and working in more than one country means tax obligations that don't resolve themselves neatly at year-end. Margyn coordinates multi-jurisdiction filings for individuals in internationally mobile situations — so you have a clear picture of where you stand, and someone managing the parts that connect.
What this delivers
One coordinated engagement covering every jurisdiction where you have an obligation
The practical challenge for internationally mobile individuals isn't usually that any single country's tax rules are impossible to navigate — it's that the obligations in different countries interact with one another in ways that require someone to hold the whole picture at once. Foreign tax credit calculations, departure and arrival year filings, treaty-based relief claims — these don't happen in isolation.
This engagement is designed to be that coordinating point. We manage the cross-border compliance picture and make sure the filing positions across jurisdictions are coherent with one another — not just accurate in isolation.
Coordinated multi-jurisdiction filings
Filing positions across your relevant jurisdictions managed together, so they're consistent and complete rather than prepared independently and reconciled at the end.
Foreign tax credit calculations
Accurate calculation and application of foreign tax credits across your filings, to avoid double taxation where relief is available under domestic rules or treaty provisions.
Treaty-based relief claims
Identification and application of treaty-based relief positions relevant to your circumstances — residency tiebreakers, exemptions, and reduced withholding where applicable.
A situation that's easy to underestimate
Cross-border individual tax is genuinely complex — and the consequences of gaps tend to arrive quietly
For executives, transferred employees, and internationally mobile professionals, the assumption is often that the employer's tax equalization policy handles everything, or that filing in the country of residence is sufficient. In practice, neither is usually true.
Departure year filings, split-year residency positions, employer reporting obligations, foreign bank account declarations, and social security arrangements all need to be addressed — and they interact across jurisdictions in ways that aren't always obvious at the time decisions are made.
The most common issue isn't wilful non-compliance — it's that no one has mapped the full picture across the relevant jurisdictions, so obligations that exist quietly go unaddressed. That tends to surface at the least convenient moment.
This service is designed to produce that full picture — and to manage the compliance that follows from it in a coordinated, methodical way.
The approach
How Margyn handles expatriate tax engagements
The engagement begins with a review of your movement history, income sources, and any filings already made or in progress. From there, we establish what's required in each jurisdiction and manage the process through to completed, filed returns.
Residency and obligation mapping
We establish your tax residency position across the relevant jurisdictions for the period in question — including split-year treatment, departure and arrival year implications, and any treaty tiebreaker positions that apply.
Coordinated return preparation
We prepare or coordinate the preparation of returns across the jurisdictions where you have a filing obligation — managing the sequencing and the interaction between them, including foreign tax credit calculations.
Employer and ongoing compliance
Where relevant, we address employer reporting obligations and support ongoing compliance management for subsequent periods — so the picture doesn't need to be reconstructed from scratch each year.
What working together looks like
A clear process for a situation that often feels more complicated than it needs to
Most individuals in cross-border situations have the same experience: the information is scattered, different advisors have pieces of the picture, and it's not obvious who's responsible for the parts that connect. This engagement is structured to change that — one coordinated engagement, one place where the full picture lives.
Situation overview
We review your movement history, income sources, and existing filings to understand the full scope of what's needed.
Residency analysis
We establish your tax residency position for the relevant period, including any treaty positions that affect where and how you file.
Return preparation
We prepare or coordinate filings across the relevant jurisdictions, managing the sequencing and cross-jurisdiction interactions.
Review and filing
Completed returns are reviewed with you before filing. You leave with a clear record of what was filed, where, and why.
Who this service is for
Individuals navigating cross-border tax in a range of situations
The circumstances that bring people to this service vary considerably. The common thread is a tax situation that spans more than one country — and a need for someone to manage it as a whole rather than in parts.
Executives on international assignments
Senior professionals posted to a different country, with income and obligations in both the home and host jurisdictions — often alongside a tax equalization arrangement that requires careful coordination.
Transferred employees
Employees relocated by their employer to a new country, with split-year filing requirements and often multiple residency positions to navigate in the year of move.
Internationally mobile professionals
Individuals who work across multiple countries — whether as employees or as independent professionals — with obligations that don't resolve cleanly within a single jurisdiction's framework.
Investment
Pricing that reflects your actual situation
Expatriate tax engagements vary in scope depending on the number of jurisdictions involved, the complexity of the residency position, and the income types to be reported. The fee below applies to engagements of standard scope. All engagements are confirmed in writing — scope and fee — before work commences.
Service investment
$3,500 USD
Flat fee · Defined scope · Confirmed before engagement starts
Situations involving more than two jurisdictions, complex treaty positions, or multiple income streams are scoped individually following an initial conversation. The fee is always confirmed before the engagement begins.
What's included
Situation and obligation review
Review of your movement history, income sources, and existing filings to establish what's required across jurisdictions.
Residency and treaty analysis
Determination of your tax residency position for the relevant period and identification of applicable treaty positions.
Departure and arrival year filings
Preparation or coordination of split-year and transition-year returns where applicable.
Foreign tax credit calculations
Accurate application of foreign tax credits across filings to reflect the relief available under domestic rules and treaties.
Employer reporting obligations
Identification and guidance on employer reporting requirements in the relevant jurisdictions, coordinated with your HR or payroll teams where needed.
Ongoing compliance management
Support for subsequent filing periods to maintain a coherent compliance position as your situation evolves.
Methodology
How we approach cross-border individual compliance
Whole-picture approach
We manage the compliance picture across all relevant jurisdictions from a single engagement — not jurisdiction by jurisdiction without reference to the others. The interactions between filings are addressed as part of the process, not as an afterthought.
Treaty-informed positions
Applicable tax treaties are reviewed as a standard part of the engagement — not consulted only when a specific question arises. Treaty positions affect residency, withholding, and credit calculations in ways that need to be reflected from the outset.
Sequenced filing management
Returns across jurisdictions are prepared in the correct sequence — which matters when one jurisdiction's liability affects what can be claimed as a credit in another. We manage that sequencing as part of the engagement.
Clear documentation for your records
You receive a clear record of what was filed in each jurisdiction, the positions taken, and the basis for them — so you have something useful to refer to in subsequent years or share with local advisors.
Typical timeline
Standard engagements covering two jurisdictions typically run four to eight weeks from confirmed scope, depending on the availability of your documentation and the filing deadlines involved. We plan the timeline around any filing deadlines that apply to your situation at the outset.
Our commitment
You'll understand your position — not just have returns filed on your behalf
A lot of expatriate tax work is transactional — returns are prepared and filed, and the individual involved has little idea what positions were taken or why. We approach this differently. Before anything is submitted, we walk through the filing positions with you, explain the rationale, and make sure you're comfortable with what's going in.
Pre-filing review
All positions are reviewed with you before anything is submitted — no surprises after the fact.
Written scope confirmation
Scope, jurisdictions in scope, and fee are confirmed in writing before the engagement begins.
Full filing record
You receive copies of everything filed, along with documentation of the positions taken and the basis for them.
Getting started
A brief message is all it takes to begin
Send a short description of your situation — the countries involved, the year or years in question, and any specific questions you're trying to answer. We'll review it and let you know whether we can assist and what the engagement would involve.
Describe your situation
Countries involved, years in question, income types, and any specific questions. A paragraph is more than enough to start.
Initial conversation
We discuss your circumstances, the scope of what's needed, and the engagement structure that makes sense for your situation.
Confirmed and underway
Scope and fee confirmed in writing. Work begins at a point that aligns with your filing deadlines.
Expatriate Tax Services
Cross-border tax obligations managed from one place
Tell us the countries involved and what you're trying to resolve. We'll take it from there.
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