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We offer expert tax advisory services tailored to U.S. expats, helping you navigate the complexities of living abroad while staying compliant with IRS regulations. CASE TRACKER Last name Email View Case Status Current Status ... Use this tool to view your current case status. The information is updated every 2 hours. If you are facing any issues, call us at +30 211 198 8508 Offer Offer I acknowledge that I have read, understood, and agreed to the terms outlined in my Proposal. Accept Offer ERROR

We offer expert tax advisory services tailored to U.S. expats, helping you navigate the complexities of living abroad while staying compliant with IRS regulations. CONSULTATION Request a Call Dropdown* Mr. Last name* Phone* Request a 30' Phone Call We typically respond between 1-2 business days Or book a specific slot By clicking this button, you will be transferred to our bookings page where you can choose a specific slot for your online consultation. Book a 30' free consultation

Our mission at Sterthree Summit Consulting is to help US Citizens living in Greece & abroad be compliant with the US Tax Law by providing tax preparation services while utilizing cutting-edge technology with personalized service. We don’t just resolve issues; we build relationships. We provide quality tax services for US Citizens in Greece & abroad, focusing on efficiency, consistency and trust. We don’t just resolve issues; we build relationships View our services Book a 30' free consultation Amnesty Program Income Taxes (1040s) Foreign Bank Account Reports View our services Book a 30' free consultation Deadline for Expats is June 16, File today What makes us different? " Our mission at Sterthree Summit Consulting is to revolutionize the tax industry by seamlessly integrating cutting-edge technology with personalized service. We understand that taxes can be complex and overwhelming for individuals and businesses alike. That’s why we’ve built a team of expert tax professionals who leverage advanced software, data analytics, and artificial intelligence to simplify the tax process. " Customer-Centric Technology We believe in putting our clients first. Our systems allow customers to securely upload documents, track their tax status, and receive real-time updates. When it comes to filing your taxes, our technology streamlines the entire process. Personalized Guidance While technology plays a crucial role, we recognize that tax situations are unique. We tailor our services to meet your specific needs and our dedicated tax advisors provide personalized guidance, answering questions, and ensuring compliance. Transparent Pricing No hidden fees or surprises. Our transparent pricing model ensures that clients know exactly what they’re paying for. We offer flexible plans, from basic tax preparation to comprehensive advisory services. Credibility Our Tax Specialists hold Enrolled Agent status, the highest credential awarded by the Internal Revenue Service and are admitted to practice before the IRS. Efficiency Our innovative technology streamlines tax processes, saving you time and effort. Peace of Mind Trust our experts to handle your taxes while you focus on what matters most. Book a 30' free consultation Call Us +30 211 198 8508 * Purpose First time filer US Taxes & Fbars Other business inquiries Feedback * First name * Last name * Email Address Phone * Message *Required fields Send Address Zalokosta 8, Kolonaki Athens, Greece 10671 *Only for mail Meetings We do offer in-person meetings at certain periods in the following locations: Athens, Thessaloniki, Patras, Ioannina, Chania, Kavala, Volos, Corfu, Rhodes, Lemnos, Chios Email ustaxes@sterthree.com Frequently Asked Questions How to choose the right tax professional for my U.S. Taxes while living in Greece? While many Greek tax preparers and professionals have begun offering tax services to U.S. citizens residing in Greece, particularly in the wake of COVID-19 and the issuance of stimulus payments, it is essential to recognize that only professionals with the appropriate credentials can effectively manage complex U.S. tax matters and represent you before the IRS. Therefore, it is vital to work with a Certified Public Accountant (CPA), Enrolled Agent (EA), or Tax Attorney who specializes in U.S. expat tax issues. These professionals should possess a thorough understanding of double tax treaties and totalization agreements to help you avoid double taxation and maximize your tax benefits. They should also be well-versed in critical areas such as FBAR and FATCA compliance, claiming the Foreign Earned Income Exclusion (Form 2555), and applying foreign tax credits (Form 1116). With us, you’ll find the right tax professionals who not only understand your U.S. tax obligations but also your Greek tax requirements, ensuring that your specific needs are met. We are committed to ensuring full compliance with U.S. tax laws, providing you with peace of mind knowing that your taxes are in expert hands, wherever you reside. I am a U.S. Citizen living and working in Greece, do I need to file a U.S. Tax Return? As a U.S. citizen living and working in Greece, it is important to understand that filing U.S. taxes with the IRS is not optional—it's a requirement. If you earn income that meets the minimum filing threshold, you must report your worldwide income to the IRS, regardless of where you live. Failing to meet this obligation can result in penalties, and it is essential to note that the IRS does not inform you of this requirement. So even if you have never lived in the U.S., your citizenship still requires you to file your U.S. taxes. However, no need to worry; You are not alone in this, we are here to help you navigate this process! What should I do if I have never filed U.S. taxes before? If you are a U.S. citizen living and working in Greece and have never filed U.S. taxes before, you may find relief in the IRS Streamlined Filing Compliance Procedures. Many dual citizens and U.S. Citizens abroad are unaware of their obligation to file U.S. taxes, leading to overlooked tax responsibilities. Fortunately, the IRS recognizes the confusion surrounding this situation and generally exercises leniency for genuine mistakes. The Streamlined Filing Compliance Procedures allow you to catch up on multiple years of U.S. expat taxes and FBAR filings without incurring any penalties, provided you meet specific criteria. If you qualify, you will need to file Federal Income Tax Returns for the last three delinquent tax years and FBARs for the previous six tax years. We recognize that navigating these requirements can be overwhelming, but our team of expert tax professionals is here to assist you. If you have questions about your obligations and specific tax case, let us handle the details for you, ensuring compliance and giving you peace of mind. Will I have to pay any U.S. taxes on my foreign income? As a U.S. citizen residing in Greece, you may be relieved to know that most Greek Americans do not owe taxes to the U.S. This is primarily due to specific provisions aimed at preventing double taxation on foreign-earned income. While there is no blanket tax exemption for U.S. citizens living abroad, various mechanisms—such as the Foreign Earned Income Exclusion (FEIE) or the Foreign Tax Credit (FTC)— can help you offset your potential tax liability. However, it is essential to note that even if you do not owe any taxes to the U.S., you are still required to file your U.S. tax return each year to maintain compliance with IRS regulations. This ensures that you fulfill your U.S. tax obligations and avoid any potential penalties. 2024 Tax Return Rental Income Self-Employment Interest & Dividends U.S. Income Investments Foreign Pensions Foreign Accounts & Assets View our full list of services Income Taxes All U.S. citizens and resident aliens must file a U.S. individual income tax return, even if they permanently live outside the United States and may not owe any tax because of income exclusion or tax credit.. Read more 2024 Tax Return Any Filing status Starting from: 90 EUR. *Price is based on individual circumstances. Amnesty If this is the first time you are filing US Taxes or haven't filed for the past years, IRS offers Streamlined Filing Compliance Procedures for you to avoid any penalties. Read more 3 years of Income Tax Returns 6 years of FBARs Starting from: 650 EUR. *Price is based on individual circumstances. FBARs A U.S. person, including a citizen, resident, corporation, partnership, limited liability company, trust and estate, must file an FBAR to report: a financial interest in or signature or other authority over at least one financial account located outside the United States if the aggregate value of those foreign financial accounts exceeded $10,000 at any time during the calendar year reported. Read more Starting from: 50 EUR. *Price for up to 7 accounts. *Final price depends on individual circumstances & discounts are offered for certain groups such as students & unemployed people. **Prices displayed do not include VAT of 24%.

We offer expert tax advisory services tailored to U.S. expats, helping you navigate the complexities of living abroad while staying compliant with IRS regulations. SERVICES & TAX FORMS Tax Forms covered Form Name Form Description Who Should File 1040SR U.S. Individual Income Tax Return for Seniors Designed for seniors (age 65 and older) who have taxable income and wish to file their tax return using a simplified format with larger print. Schedule SE Self Employment Tax Required for self-employed individuals to calculate and report their self-employment tax on their Form 1040, typically if they have net earnings of $400 or more from self-employment. Schedule F Profit or Loss From Farming Required for farmers and ranchers to report income and expenses from farming operations on their Form 1040. Schedule EIC Earned Income Credit Required for individuals who are claiming the Earned Income Credit (EIC) on their Form 1040 and need to provide information about qualifying children for the credit. Schedule E Supplemental Income and Loss Required for individuals who need to report income or loss from rental real estate, partnerships, S corporations, estates, trusts etc. on their Form 1040. Schedule D Capital Gains and Losses Required for individuals who need to report capital gains and losses from the sale of assets such as stocks, bonds, or real estate on their Form 1040. Schedule B Interest and Ordinary Dividends Required for individuals who have interest or ordinary dividend income over a certain threshold, or if they have certain foreign accounts, to report this income on their Form 1040. Schedule A Itemized Deductions Required for individuals who choose to itemize their deductions, instead of taking the standard deduction, and have qualifying expenses such as medical expenses, mortgage interest, etc. W-7 Application for IRS Individual Taxpayer Identification Number Required for individuals who need to apply for an Individual Taxpayer Identification Number (ITIN) to file a U.S. tax return and do not qualify for a Social Security number. 8938 Statement of Specified Foreign Financial Assets Required for specified individuals (including U.S. citizens and resident aliens) who have an interest in specified foreign financial assets and meet the reporting thresholds set by the IRS. 8867 Paid Preparers Due Diligence Checklist Required for paid tax preparers who claim the Earned Income Credit (EIC), Child Tax Credit (CTC), or other credits on behalf of their clients, to ensure due diligence in determining eligibility. 8822 Change of Address Required for individuals who need to change their address or the address of their business with the IRS. 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations Required for U.S. citizens and resident aliens who are officers, directors, or shareholders in certain foreign corporations, and need to report their ownership interests, transactions, and financial information about those corporations. 4868 Application for Automatic Extension of Time to File Required for individuals who need to request an automatic extension of time to file their U.S. individual income tax return (Form 1040, 1040-SR, or 1040-NR) and anticipate owing taxes. 4562 Depreciation and Amortization Required for individuals claiming depreciation on property used in a trade or business, or for those claiming a Section 179 deduction for the purchase of qualifying property. 2848 Power of Attorney and Declaration of Representative Required for individuals who want to authorize someone else (such as a tax professional) to represent them before the IRS and discuss their tax matters on their behalf. 2555 Foreign Earned Income Required for U.S. citizens and resident aliens living abroad who want to exclude foreign earned income from their U.S. taxable income. 1116 Foreign Tax Credit Required for U.S. citizens and residents who paid foreign taxes on income earned abroad and wish to claim a foreign tax credit to reduce their U.S. tax liability. 1040X Amended U.S. Individual Income Tax Return Required for individuals who need to amend a previously filed Form 1040, 1040-SR, or 1040-NR to correct errors, claim additional deductions or credits, or change filing status. 1040V Payment Voucher Used by individuals who are filing a payment along with their Form 1040, 1040-SR, or 1040-NR, typically to ensure that their payment is correctly applied to their tax return. 1040NR U.S. Non-Resident Alien Income Tax Return Required for non-resident aliens who have U.S.-source income, are engaged in a trade or business in the U.S., or need to claim a refund or tax treaty benefits. 1040 U.S. Individual Income Tax Return Required for U.S. citizens and residents, including those living abroad (U.S. expats), with taxable income that exceeds certain thresholds. W-2 Wage and Tax Statement Required for employers to report wages and other compensation paid to employees, as well as any taxes withheld, and must be provided to each employee and filed with the IRS. 1099s 1099-B, 1099-DIV, 1099-INT, 1099-R, SSA-1099, 1099-MISC Used to report proceeds from securities transactions, income from dividends, interest, distributions from pensions, annuities, IRA's, social security benefits and other types of income. Schedule C Profit or Loss from Business form Required for self-employed individuals or sole proprietors who need to report income or loss from a business they operated or a profession they practiced on their Form 1040. *Final price depends on individual circumstances & discounts are offered for certain groups such as students & unemployed people. **Prices displayed do not include VAT of 24%. Book a 30' free consultation Call Us +30 211 198 8508 Our Services Income Taxes & FBARs As trusted U.S. tax preparers, we specialize in preparing accurate and timely U.S. Income Tax Returns as well as Foreign Bank Account Reports (FBARs) for individual taxpayers with overseas accounts, helping you stay compliant with IRS reporting requirements and avoid penalties. US Tax Advisory We offer expert tax advisory services tailored to U.S. expats, helping you navigate the complexities of living abroad while staying compliant with IRS regulations. From foreign income exclusions and tax credits to FATCA requirements, we offer personalized guidance to minimize your tax liabilities, factoring in Double Tax Treaties and totalization agreements. Other Services Besides our tax preparation and tax advisory services for U.S. Citizens, we offer additional services such as: Filing extensions Non-resident returns (1040NR) Application for Social Security Benefits U.S. Passport & SSN Applications Citizenship & Naturalization