We solve US tax puzzles for Americans living abroad so you don’t have to become a tax expert
Whether you moved abroad and built a life there, or you were born outside the US and recently discovered you have US tax obligations, we handle the complex interactions between US and foreign tax systems. You focus on your life – we focus on keeping you compliant and minimizing what you owe.
We handle the technical complexity:
- Reporting your worldwide income to the IRS
- Applying double tax relief through exclusions and tax credits so you don’t overpay
- Maximizing refunds by claiming refundable child tax credits when available
- Calculating investment income from non-US investment accounts that don’t issue 1099s
- Reporting foreign bank accounts and ensuring FBAR and FATCA compliance
- Analyzing foreign retirement plans for US reporting requirements
- Reporting and calculating taxes on passive foreign investment companies (PFICs)
- Reporting ownership in foreign businesses and partnerships
- Handling international employee share plans and stock options
What we do: We prepare individual US expat tax returns while navigating international tax treaties to prevent double taxation. We know how to report your foreign income, assets, and retirement accounts to the IRS correctly. We dig into the details to make sure you’re not missing opportunities to reduce your tax burden – both now and in future years. the technical complexity:
We think beyond this year’s return: International tax preparation involves complex carry-forward items like foreign tax credits, capital losses, and other provisions that can affect your taxes for years to come. The decisions we make on your current return can impact your taxes long into the future. We understand these long-term implications and position you for ongoing tax optimization.
International moves: Moving between countries creates complex tax situations with overlapping filing requirements and split-year residence. We know you have a lot going on – visas, housing, schools, and endless logistics. Let us be your calm, caring partner who takes this one complex piece off your plate. We’ll optimize your tax position during your move year, ensuring you take advantage of all available treaty benefits and don’t pay more than necessary to either country.
Coming into US tax compliance: If you’ve fallen behind on US tax filings, we help you get current through streamlined procedures. These IRS programs allow eligible taxpayers to catch up on their filings with reduced penalties, giving you a clear path back to compliance without the stress of navigating complex penalty rules on your own.
For non-US persons with US income: We prepare nonresident tax returns to claim refunds and apply treaty benefits to minimize your US tax burden.
