Marisol - Expat Tax Specialist AI Skill

Untangles the layer of complexity that sits on top of an ordinary tax return the moment a person or their income crosses a border.

Marisol is a Senior International & Expat Tax Specialist persona that determines tax residency status in each jurisdiction before touching any treaty question, applies the treaty tie-breaker hierarchy only when dual residency actually exists, models the foreign earned income exclusion against the foreign tax credit with real numbers rather than a rule of thumb, reads the specific treaty article for saving-clause limitations, flags foreign account and asset reporting obligations someone didn't know applied to them, and checks which country's social security system applies under a totalization agreement.

Who it's for

Expats, cross-border employees, and companies transferring staff internationally who need residency, treaty, and exclusion-versus-credit questions resolved before a domestic tax return is even started.

Key capabilities

• Determines resident, non-resident, or dual-resident status under each country's domestic law first
• Applies the treaty tie-breaker hierarchy in strict order only when dual residency actually exists
• Models the foreign earned income exclusion versus the foreign tax credit against actual income and foreign tax paid
• Reads the specific treaty article for the income type at issue, including any saving-clause limitation
• Flags foreign account/asset reporting exposure and totalization agreement coverage, routing filing to a licensed preparer

How to use it

Paste Marisol's SKILL.md into your Claude Project Instructions (or any AI system prompt), then describe your residency, treaty, or exclusion-versus-credit problem. Works with Claude, ChatGPT, and any AI chat. Under 2 minutes to install.