Global Clients, U.S. Rules: International Taxing with Julie Harvey, EA

What does it take to build a tax practice that spans borders, tax systems, and cultures—and why is the Enrolled Agent credential uniquely suited for that work?In this episode of The Enrolled Agent Advocate, host Brandy Spears speaks with Julie Harvey, EA, NTPI Fellow, and Certified Acceptance Agent, founder of My US Tax Advisor LLC. Julie’s practice focuses exclusively on international and cross-border tax compliance, serving globally mobile individuals and businesses navigating some of the most complex areas of the U.S. tax code.Julie shares why she chose the EA credential for its federal scope and flexibility, how NTPI reshaped the way she approaches representation and compliance, and why specialization—not generalization—is critical in today’s tax environment. The conversation explores expatriation, ITIN facilitation, treaty interpretation, foreign pensions, and the mindset required to work effectively with international clients. Julie also explains where practitioners most often stumble in cross-border cases and how asking better questions can change outcomes for taxpayers.This episode highlights why education, cultural awareness, and technical depth are essential for EAs serving an increasingly global taxpayer base—and why the EA profession is more relevant than ever.Why ListenWhy international tax issues are showing up more often in everyday EA practicesHow the EA credential enables global practice and deep specializationCommon mistakes practitioners make when identifying foreign tax exposureHow NTPI training sharpens judgment in complex cross-border casesWhat cultural awareness adds to effective international tax representationIn This Episode:[00:00:00] Welcome to The Enrolled Agent Advocate[00:01:00] Meet Julie Harvey and her international-only practice[00:02:11] Why federal licensure drew Julie to the EA credential[00:02:37] Freedom, mobility, and avoiding unnecessary barriers[00:04:58] NTPI Fellowship and U.S. Tax Court preparation[00:09:32] Education and mindset in cross-border work[00:10:47] Common mistakes in international tax cases[00:13:21] Solving complex international tax “puzzles”[00:15:00] Why NTPI changes how practitioners think[00:24:40] Practitioner insight shaping tax policy[00:28:19] Why EA visibility matters globally[00:31:05] Advice for EAs considering specialization[00:35:13] How to connect with JulieNotable Quotes“The EA credential gave me freedom—from geography, student loans, and state-based limitations.” — Julie Harvey“International tax requires education, but it also requires a state of mind.” — Julie Harvey“Most mistakes happen because practitioners don’t ask the right questions.” — Julie Harvey“NTPI teaches you how the IRS actually works, not just how the law reads.” — Julie HarveyOur GuestJulie Harvey, EA, CAA, NTPI Fellow is the founder of My US Tax Advisor LLC, where she focuses exclusively on international and cross-border tax compliance. She works with clients who hold foreign accounts, pensions, investments, or business interests abroad and advocates for clearer, more accessible international tax reporting through her policy and public awareness work with the National Association of Enrolled Agents.Resource and LinksThe Enrolled Agent Advocate PodcastThe Enrolled Agent AdvocateBrandy SpearsLinkedInWebsite - NAEA.orgJulie Harvey, EALinkedIn