Annual US Filings - Surro Plans

    Annual US Filings for US Children Abroad and Parents

    • Preparations
    • Pregnancy
    • Parenthood

    It is your money. Keep it.

    Many parents are not aware that US citizens have certain annual reporting requirements regardless of where they live, their age, or employment status. Additionally the US may tax income you make while you are in the US, even during holidays. The rules are complex and the penalties can be large. We can help audit you or your US child’s situation, understand what is needed and file it to avoid unneeded penalties and fees.

      For who
    • Parents of US citizen children living abroad.
    • Parents wanting children to give up US citizenship at 18 y/o
    • Parents visiting from a country without a US Tax Treaty
    Journey

    How our plans help

    • Comprehensive Service
      • Audit (FBAR, FATCA, Gift, Tax, Insurance, etc)
      • Completion of all worksheets
      • Selection and filing from list of 800+ forms
      • Recommendations on what to do in the future
    • Save money and prevent
      • Large penalties
      • Owed interest
      • Unneeded taxes
      • Time consuming headaches
      • Expensive advisors to clean things up later
    • We understand your needs
      • Simple, easy to understand advice
      • Cost effective while minimizing risks
      • US citizen children living broad
      • Dual/Multi citizenship
      • Tax Treaties

    Our Plans

    Choose from one of our plan options based on whether you are looking for help with just your US citizen child or for your family. There are additional options and discounts if you have been a client before.

    ClientNon Client
    Benefits
    Penalty Protectionup to $10,000up to $10,000
    Audit ProtectionYesYes
    Education
    Rules & RegulationsYesYes
    Common issues for families abroadYesYes
    Process and OptionsYesYes
    Best practices to lower riskYesYes
    Auditing
    Child Tax Nexus - StateYes$
    Gathering of informationYesYes
    AccountsYesYes
    Beneficiary documentsYesYes
    TrustsYesYes
    Family investmentsYesYes
    Family businessesYesYes
    AssetsYesYes
    InsurancesYesYes
    Residency / Tax TreatiesYesYes
    Filing
    Worksheets completion (Up to 150 pages)YesYes
    Completion of formsYesYes
    Creation of needed ID numbersYesYes
    Tracking of filing and acceptanceYesYes
    Team
    AdvisorYesYes
    Experienced AccountantsYesYes
    CPA review (when needed)YesYes
    Tax Lawyer review (when needed, 1,5 hours)Yes$
    Other benefits
    Access to newborn medical planningDiscountedDiscounted
    Access to visa/travel docs servicesFree/DiscountedDiscounted
    Acess to legal services (Estate planning)DiscountedDiscounted
    ClientNon Client
    Benefits
    Penalty Protectionup to $10,000up to $10,000
    Audit ProtectionYesYes
    Education
    Rules & RegulationsYesYes
    Common issues for families abroadYesYes
    Process and OptionsYesYes
    Best practices to lower riskYesYes
    Auditing
    Child Tax Nexus - StateYes$
    Gathering of informationYesYes
    AccountsYesYes
    Beneficiary documentsYesYes
    TrustsYesYes
    Family investmentsYesYes
    Family businessesYesYes
    AssetsYesYes
    InsurancesYesYes
    Residency / Tax TreatiesYesYes
    Filing
    Worksheets completion (Up to 150 pages)YesYes
    Completion of formsYesYes
    Creation of needed ID numbersYesYes
    Tracking of filing and acceptanceYesYes
    Team
    AdvisorYesYes
    Experienced AccountantsYesYes
    CPA review (when needed)YesYes
    Tax Lawyer review (when needed, 1,5 hours)Yes$
    Other benefits
    Access to newborn medical planningDiscountedDiscounted
    Access to visa/travel docs servicesFree/DiscountedDiscounted
    Acess to legal services (Estate planning)DiscountedDiscounted
    Feedback

    Our Happy Parents

    “SurroPlans were simply incredible… We will always be grateful. They were so attentive to us, always concerned about our needs. We can only thank them, and we’re sure they will always help future parents in the same way”

    Teresa & Alfonso
    Spain

    “Excellent support and very successful management of our claims to the hospital, with detailed explanations to help us understand the processes with the US medical system”

    Laurent & Dominique
    France

    “For us, SurroPlans was the most comprehensive option. We felt listened to, helped, and taken by our hand throughout the whole process. No matter what question we asked them, we always had a quick, detailed response to ensure we felt secure and happy with the process.”

    Marco & Michael
    France

    “Having a plan in place ensures the smoothest experience to solving any problems that may arise during the journey. We were impressed with how prepared the SurroPlans team was to deal with everything that happened in our complicated twin birth“

    Pablo & Noella
    Spain

    “SurroPlans were simply incredible… We will always be grateful. They were so attentive to us, always concerned about our needs. We can only thank them, and we’re sure they will always help future parents in the same way”

    Teresa & Alfonso
    Spain

    “Excellent support and very successful management of our claims to the hospital, with detailed explanations to help us understand the processes with the US medical system”

    Laurent & Dominique
    France

    “For us, SurroPlans was the most comprehensive option. We felt listened to, helped, and taken by our hand throughout the whole process. No matter what question we asked them, we always had a quick, detailed response to ensure we felt secure and happy with the process.”

    Marco & Michael
    France

    “Having a plan in place ensures the smoothest experience to solving any problems that may arise during the journey. We were impressed with how prepared the SurroPlans team was to deal with everything that happened in our complicated twin birth“

    Pablo & Noella
    Spain

    FAQs

    Does my US citizen child living outside the US have any obligations? They are a baby and/or do not have a job.
    I have multiple children and some were SurroPlans clients while others were not. Can you help?
    I wish to revoke my child’s US citizenship to avoid the yearly US filings. What can I do?
    Why would I need a family audit?
    What is the risk if I don’t complete the filings in the correct way?
    Resources

    Plan your family’s journey

    Have questions? Reach out!

    Start planning your family’s future

    A journey is complex and precious. Choose the services that fit your needs best and get peace of mind throughout the process.

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