Common questions, straight answers.

Generally yes. U.S. citizens and green card holders file on worldwide income wherever they live. Whether tax is actually due depends on the facts, and often it is not, but the filing obligation usually remains.

Usually not, but not automatically. The foreign tax credit and the foreign earned income exclusion do most of the work, subject to limitations. The two systems do not always match dollar for dollar, which is exactly where careful preparation matters.

The FBAR reports foreign financial accounts to the U.S. Treasury when combined balances exceed the threshold at any point in the year. Israeli bank accounts, investment accounts, pensions, keren hishtalmut, and kupot gemel are all part of the analysis, even accounts that earned nothing.

Tofes 106 is the Israeli annual wage summary from an employer, comparable in concept to a W-2. Tofes 867 is the annual bank or investment tax statement showing interest, dividends, gains, and Israeli tax withheld. Both feed directly into the U.S. return.

No. We handle the U.S. side and coordinate with the Israeli-side information and your Israeli CPA. Israeli tax advice belongs with an Israeli advisor, and we work well alongside them.

Often, yes. Notices and prior-year cleanup, including delinquent foreign reporting and streamlined questions, are reviewed and quoted separately from annual preparation. Send the full notice, every page, before responding to anything.

That is a planning question, and the honest answer is that it depends: on income, on where the work is performed, on Israeli treatment, on payroll and compliance costs. We model it before you decide, not after.

Quoted after intake, fixed in an engagement letter before work begins, updated with your approval if the scope genuinely changes. Planning engagements are scoped and paid separately.