Who We Serve · Worldwide
U.S. international tax, wherever you are
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
Who we work with
Americans abroad
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.
U.S. residents with foreign assets
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.
Non-U.S. persons with U.S. exposure
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.
Advisers and fiduciaries with U.S.-linked clients
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
What we handle
Engagements are handled remotely and scoped in writing. The process is the same wherever you are.
Discuss your situation- U.S. individual returns for citizens and green card holders in any country
- Streamlined Filing Compliance Procedures for taxpayers abroad
- FBAR and FATCA reporting wherever the accounts are held
- U.S. returns with international elements — foreign income, assets, and credits
- Foreign corporations, partnerships, and disregarded entities — Forms 5471, 8865, 8858
- Foreign trusts and foreign gifts — Forms 3520 and 3520-A
- PFIC reporting (Form 8621) for non-U.S. funds and pooled investments
- Expatriation and green card abandonment — Form 8854 and exit tax analysis
Insights
Tax Insights
When Foreign Life Insurance Fails the US Test: Section 7702 and Cash-Value Policies
Read article 
Defusing the PFIC Bomb: QEF vs. Mark-to-Market Elections
Read article 
Foreign Trusts, Forms 3520 and 3520-A: The Reporting Nobody Warns You About
Read article 
The Foreign-Owned US LLC: Form 5472 and the $25,000 Mistake
Read article 
Form 5471: When Your Foreign Company Becomes the IRS's Business
Read article 
The Streamlined Filing Compliance Procedures: A Clean Way Back
Read article 
FBAR vs Form 8938: Two Reports, One Set of Accounts
Read article 
PFICs: Why Americans Abroad Should Fear Ordinary Mutual Funds
Read article FAQ
Common questions
You are based in Hong Kong and Canada. Can you act for me if I live elsewhere?
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.
I live in the U.S. Why would I need an international tax specialist?
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.
How does a remote engagement work?
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.
I am thinking about giving up my U.S. citizenship or green card. Can you help?
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
Tell us about your situation
Wherever you are, the first step is the same. Tell us your situation, and we will explain what the U.S. side requires.