Services
U.S. tax across borders
We help individuals and businesses manage U.S. tax obligations across multiple jurisdictions. Our work covers individuals and expats, businesses and entities, and foreign trusts. As a CPA-led firm, we prepare each filing with clarity and compliance.
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Individuals & Expats
U.S. tax returns and international reporting for Americans abroad, green card holders, and non-residents with U.S. filing obligations.
- U.S. individual income tax returns (Form 1040 and 1040-NR)
- Streamlined Filing Compliance Procedures
- FBAR (FinCEN 114) and FATCA (Form 8938) reporting
- Foreign earned income exclusion (Form 2555) and foreign tax credit
- ITIN applications (Form W-7)
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Businesses & Entities
U.S. compliance for corporations, partnerships, foreign corporations owned by U.S. persons, and foreign-owned U.S. entities.
- Corporation returns (Form 1120 and 1120-S)
- Partnership returns (Form 1065)
- Foreign corporations and partnerships (Form 5471 and 8865)
- Foreign-owned U.S. entities (Form 5472)
- Entity classification elections (Form 8832)
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Foreign Trusts
Reporting for foreign grantor and non-grantor trusts, along with foreign gifts and inheritances. These filings carry high penalties, so we prepare them carefully.
- Form 3520 for transactions with foreign trusts and large foreign gifts
- Form 3520-A for foreign grantor trusts
- Grantor and non-grantor classification analysis
- Trust distribution and throwback calculations
Have a situation that spans more than one area?
Many cross-border situations involve more than one category. An expat may own a foreign company, a trust may have U.S. beneficiaries, or an investor may hold accounts in several countries. Tell us about your situation and we will explain which filings apply.
Tell us about your situationWork with us
Start with a conversation
Tell us about your situation — where you live, what you own, and what worries you. We will tell you plainly what your US filing obligations look like and how we can help.