Who We Serve · Worldwide
We work with U.S. taxpayers around the world, and with U.S. residents whose assets, businesses, or families reach abroad. If a matter involves the U.S. international tax rules, we can help.
Who This Is For
U.S. citizens and green card holders are taxed the same way wherever they live. We prepare the annual U.S. return, handle the foreign account reporting, and advise on the planning in between.
You live in the U.S., but some of your assets are held abroad. Foreign accounts, rental property overseas, an inheritance, or a share in a family company can each add U.S. reporting to your return.
U.S. securities, U.S. real estate, U.S. business interests, or family in the States can all create U.S. filing obligations. We advise on the returns non-residents need to file, along with withholding and estate tax exposure.
Lawyers, trustees, and wealth managers outside the U.S. often find a U.S. person in a structure. We act as the U.S. tax specialist alongside your existing advice, scoped to the U.S. questions.
Scope
Engagements are handled remotely and scoped in writing. The process is the same wherever you are.
Discuss your situationInsights
Foreign trusts — and arrangements the US treats as foreign trusts — carry some of the steepest automatic penalties in the tax code, and they reach inheritances, gifts and pension plans ordinary families never thought of as trusts.
Read articleNon-US founders and investors love the Delaware LLC — easy to form, cheap to run, and often tax-free. What the formation websites omit: an annual Form 5472 filing with a US$25,000 penalty for silence.
Read articleUS persons who own foreign corporations — a Hong Kong limited, a Canadian CCPC, a Singapore Pte Ltd — face Form 5471 reporting and the CFC anti-deferral rules. What triggers the filing, what it costs to miss, and the elections that help.
Read articleFAQ
Yes. U.S. tax obligations are set by U.S. law, not by where you or we are located, and we work remotely through secure document exchange, video calls, and electronic filing. Our offices in Hong Kong and Canada cover our two core regions, and we serve clients worldwide.
Because the international rules apply to your assets, not your address. A foreign brokerage account, property abroad, an inheritance from a non-U.S. relative, or shares in a family business overseas can each add filings to an otherwise ordinary U.S. return that many domestic preparers rarely handle.
We start with a consultation by video call, then provide a written scope and fee. Documents are exchanged through a secure portal, and we review the return with you before anything is filed. The process is the same as working with a local accountant, without the office visit.
Yes. Expatriation has its own tax rules, including the covered expatriate tests, the exit tax, and Form 8854. The outcome depends on the state of your filings beforehand, so we bring clients into compliance first, then model and prepare the expatriation.
Work with us
Wherever you are, the first step is the same. Tell us your situation, and we will explain what the U.S. side requires.
International US Tax
A specialist international U.S. tax firm providing trusted tax advisory, planning, and compliance services for individuals, businesses, and trusts.