Well, I appreciate the feedback, as I think I have a lot of good questions/options to discuss and to see if any will work. He has suggested splitting the work as I don't think he is super-comfortable handling the U.S. forms versus international forms.
I fully recognize the situation is hideously complicated. It has taken me several weeks to even find a pro that will handle the situation and I have to amend 2021 taxes after my prior pro messed everything up despite claiming expertise. The tax prep bill alone is close to $3,500, so while 2023 taxes will still be a mess, I am simplifying now to make 2024 easier.
