Andrew Coleman

CPA

Expertise:

Exit tax planning
International business tax
Overseas tax obligations
Tax compliance for expats

Education:

Master's of Accounting, University of Kansas School of Business

Andrew Coleman is an accomplished Certified Public Accountant (CPA) with a Master's degree in Accounting from the University of Kansas School of Business. This educational background has provided him with a deep understanding of accounting principles and tax law, which he has utilized throughout his 15-year career as a tax professional.

Specializing in expatriate taxation, Andrew has dedicated a significant portion of his career to assisting US expatriates with their tax preparation needs and has been a valuable member of the TFX team for over eight years.

Originally from Kansas, Andrew has embraced the expat life himself and currently resides in Estonia with his family. This unique position as an expatriate has provided Andrew with invaluable insight into the challenges and intricacies faced by US citizens living abroad when it comes to tax compliance and financial planning. His first-hand experience enhances his ability to provide clients with tailored advice to ensure they effectively and efficiently navigate the complexities of US tax obligations.

Andrew's journey from the heartland of the United States to the cobblestone streets of Estonia reflects his adventurous spirit and commitment to embracing global opportunities. This move has not only enriched his personal life but has also broadened his professional perspective, allowing him to specialize in a niche but critical area of tax law.

As a member of the TFX team for over eight years, Andrew uses his expertise, educational background, and personal experience to provide exceptional tax services to expatriates, ensuring that they remain compliant with US tax laws while making the most of their international living situation. Andrew’s commitment to his clients and his work makes him a real asset to both the expat community and the world of tax. He’s also a member of the National Association of Tax Professionals (NATP).

Articles

The convenience of employer rule explained: How it affects remote workers and expats in 2026

Remote work does not automatically move your wages out of your employer’s state for income-tax purposes. In 2026, New York, Pennsylvania, Delaware, Connecticut, New Jersey, and Nebraska each have rules or statutory provisions that can affect the sourcing of remote employee compensation, although the tests differ sharply by state. ...

Form 5471 categories of filers: Complete guide to 5471 category filers (2026)

US persons can fall into 5 main Form 5471 filer categories, with Categories 1 and 5 divided into subcategories. Officers, directors, shareholders, and controlling owners can have different filing obligations, and the correct classification determines which Form 5471 schedules and statements must accompany the annual US return....

How does the IRS find expats who don’t file taxes abroad?

The IRS can identify US taxpayers living abroad through several information channels, including FATCA bank reporting, third-party tax forms, international information exchange, digital-asset reporting, travel evidence, and tips. For the 2025 tax year filed in 2026, living outside the United States does not by itself end a US filing obligation....

Form 8865: Filing requirements for US persons with foreign partnerships

Form 8865 is an information return that US persons file to report interests in foreign partnerships. It is attached to your US tax return – not filed by the partnership itself – and is due on the same date as that return, including extensions. The form covers four filer categories, each with its own schedules, triggers, and ...

Form 5471 Schedule O: organization and reorganization of foreign corporations explained

Quick answer: Form 5471 Schedule O reports specified organization, reorganization, stock acquisition, and stock disposition events involving a foreign corporation under IRC Section 6046. Category 2 and Category 3 filers use different parts of the schedule, and the principal ownership threshold is generally 10% by vote or value.</...

Form 5471 Schedule M: reporting CFC related-party transactions in 2026

Schedule M of Form 5471 reports specified transactions between a controlled foreign corporation and certain US persons or related entities. For a calendar-year CFC’s 2025 tax year filed in 2026, the current Schedule M remains the December 2021 revision, while the governing Form 5471 instructions are dated December 2025. As of Octo...