EXPAT CPA RECOMMENDATIONS
I'm a U.S. citizen living in Hong Kong and I'm looking for a CPA who specializes in U.S. expat tax returns, preferably someone with extensive experience handling PFICs (Form 8621).
TurboTax's Enrolled Agent recently performed a detailed review of my 2022-2025 tax situation and determined that my case is outside the scope of TurboTax Live because of foreign mutual funds and the complexity of the required amendments.
The work I need includes:
Amend my 2023 return to restore approximately $11,000 of missed Hong Kong rental expenses, add the missing rental depreciation, and file the omitted Forms 8938 and eight Forms 8621.
Amend my 2024 return to add the missing rental depreciation and the omitted Forms 8938/8621.
Prepare my 2025 return, including the final disposition of the eight foreign mutual funds (PFICs), Schedule E for my Hong Kong rental property, and the related international reporting requirements.
File the required FBAR for the proceeds currently held in my Hong Kong HSBC account.
I'm looking for recommendations based on personal experience. If you've worked with a CPA who is genuinely knowledgeable about U.S. expat taxation, PFICs, and amended returns, I'd appreciate hearing who you used, roughly what they charged, and whether you'd hire them again.
I'm not looking for a general tax preparer. I need someone who deals with international returns every day and is comfortable cleaning up prior-year filings.