FlagSageQuestions for your cross-border adviser
A one-page list to bring to a first meeting with a tax professional.
About them
- Which countries are you qualified to advise on, under which credential?
- Will you handle the return in each country, or only one?
- What is included in the fee, and what costs extra?
- Do you carry professional liability insurance for cross-border work?
About my position
- Which country or countries may treat me as resident this year?
- If two do, which treaty tie-breaker applies, and what evidence matters?
- Which of my income is taxed where it arises?
- Which reporting forms apply to my accounts and assets?
- What records should I keep, and for how long?
From FlagSage, November 8, 2026. General information, not advice. Write on paper, not here: nothing is saved.
- Countries covered
- General
- Sources
- Checklist, no rule claims
- Tax year
- No tax-year claim
- Review
- Not professionally reviewed
Sources checked November 8, 2026