Specialty practice

International & Cross-Border

International tax can save you real money, or cost far more without the right knowledge. We draw a clear picture, choose the right foreign entity, and plan it for you — for foreign income, foreign entities, and U.S. residency.

Who this is for

U.S. taxpayers with foreign accounts, foreign entities, or income earned abroad — and foreign owners with U.S. activity.

What we handle

For U.S. persons doing business abroad

01

Expat planning & exclusions

Foreign earned income exclusion, housing exclusion, and foreign tax credits coordinated for the best net result.

02

Foreign tax credits & treaties

Foreign tax credits claimed correctly, and treaty-based positions applied where they reduce double taxation.

03

FBAR & Form 5471

Foreign account reporting and controlled foreign corporation filings — the two forms with the steepest penalties in the code.

04

GILTI & Sec. 962

Modeling whether a Section 962 election reduces the tax on foreign earnings in your situation.

05

Foreign employees, contractors & loans

Tax treatment of foreign employees and contractors, and loans to or from related foreign parties.

06

Expatriation planning

Planning ahead of giving up U.S. citizenship or a green card — exit tax exposure modeled before you file Form 8854.

For foreign persons & entities

07

GILTI & Sec. 962

Foreign investors purchasing U.S. property, and foreign owners of U.S. entities, with the withholding obligations that come with both.

08

ITIN applications

We are an IRS-listed Certifying Acceptance Agent — we verify your ID in person, get your ITIN, and file your return, all in one process.

09

U.S. tax residency analysis & planning

Substantial presence, green card, and treaty tie-breaker rules applied to determine whether you are a U.S. tax resident.

Questions we get
I have a foreign account I never reported. What now?

There are established correction paths, and the outcome depends heavily on whether the failure was willful. Talk to us before filing anything.

Rarely. It excludes a capped amount of earned income and does not cover investment income or self-employment tax.

Almost certainly, on Form 5471 or 8865 — and the penalty for not filing starts at $10,000 per form, per year.

Let's lower your next tax bill.

A 30-minute consultation to map your entities and your savings.

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