February 22, 2026 — Managing multiple bank accounts and financial documents across different countries can be overwhelming for U.S. expats, especially when preparing the information required for complex filings such as Form 720, FBAR, or Form 8621. This is where Aequify becomes an essential solution: by consolidating international bank data, organizing statements, and standardizing financial information, Aequify greatly simplifies the process of gathering the documents and figures needed for U.S. tax compliance. Its secure, structured environment helps ensure that clients provide accurate, complete information from the outset—reducing delays, minimizing errors, and making cross‑border tax preparation far more efficient for both taxpayers and professionals.

US Tax Consultants today announced a new strategic technology partnership with Aequify, a secure cross‑border financial platform designed to simplify the way expatriates manage international finances and prepare for U.S. tax filing. The collaboration represents a significant step in US Tax Consultants’ long‑term commitment to innovation, efficiency, and client‑focused service.

Living abroad often requires navigating multiple financial systems at once—a challenge faced by thousands of U.S. citizens residing in Spain and Portugal. Expats typically hold accounts, pensions, investments, and income streams across several countries, making tax season complex and time‑consuming. The partnership with Aequify directly addresses this challenge by integrating a modern, secure, and intuitive platform into the tax preparation workflow.

Aequify consolidates financial accounts from more than 30 countries and connects with over 18,000 financial institutions, allowing users to view their global financial picture in a single, organized dashboard. The platform helps users structure their data, identify key tax‑relevant figures, and securely share information with their tax professional—reducing errors, streamlining communication, and cutting down the time traditionally spent gathering documentation.

“Our clients lead international lives, and their financial world is often spread across borders,” said a spokesperson for US Tax Consultants. “Aequify brings clarity, efficiency, and security to this complexity. Together, we are making the tax process smoother, faster, and more reliable for U.S. expats.”

Beyond organization and financial visibility, Aequify places a strong emphasis on security. The platform uses advanced encryption and controlled access, ensuring users maintain full control over what is shared and with whom. Access can be granted or revoked instantly, reducing the risks associated with sending sensitive documents via email.

The integration of Aequify complements US Tax Consultants’ established expertise in cross‑border tax compliance. While the firm continues to provide full guidance on tax planning and filing, Aequify enhances the process by enabling clients to deliver complete, accurate financial data early and effortlessly—leading to fewer back‑and‑forth requests and a more seamless tax preparation experience.

“Aequify was built to empower expats,” said an Aequify representative. “Partnering with US Tax Consultants allows us to support taxpayers not only in managing their international finances, but also in ensuring those finances are properly and efficiently reflected in their U.S. tax filings.”

With the tax season approaching, the partnership between US Tax Consultants and Aequify delivers a timely and innovative solution for Americans living abroad who want a simpler, safer, and more organized tax preparation experience.

About US Tax Consultants: US Tax Consultants is a leading firm specializing in U.S. tax preparation and compliance for expatriates living in Spain and Portugal. With decades of experience, the firm offers expert guidance on U.S. federal and state tax obligations, FATCA, FBAR, and cross‑border advisory services.

About Aequify: Aequify is a secure financial technology platform designed for expatriates managing accounts across multiple countries. By consolidating international financial data, Aequify helps users gain clarity, stay organized, and get “tax ready” with less manual effort. The platform integrates with over 18,000 financial institutions worldwide.