International Tax
Expert guidance on global income, expat taxes, and cross-border compliance with US rules.
U.S. taxation of international is some of the most technical in U.S. tax law. Oversights in filings or misunderstandings of complex tax laws can lead to undue tax liabilities, penalties and even litigation. Through rigorous of foreign income reporting and reporting of foreign assets, treaty benefits, non-resident filings, even the most minor technical mistakes can result in severe penalties and compliance exposure.
We offer International tax services to help smooth these worldwide duties, and meet IRS and U.S. Treasury mandates.
We first look at your residency status, sources of income, foreign assets and cross-border activity. This calculation determines whether you are (or not) subject to U.S. tax as a citizen, resident alien or non-resident under IRS “substantial presence” rules. Now that we know your tax situation, we file all necessary returns correctly reporting wages, investment income, business income, rental properties and foreign financial accounts.
For those living overseas, for both US Nationals and Green Card recipients we compile foreign income, make use of the FEIE (Foreign Earned Income Exclusion), review housing exclusion matters, and assess who is eligible to take advantage of the Foreign Tax Credit ensuring that you are not double taxed. We seek to take fullest advantage possible and remain fully compliant with all IRS regulations.
For individuals based outside the U.S. (Form 1040-NR), we complete returns that properly reflect their US earned income, whether from work, business, rental property, investment or sale of real estate. We also are factoring tax treaty benefits, so that you do not pay more that you due under international regulations. All filings are thoroughly vetted ensuring that your residency status and share of income is properly captured.
Assistance with FBAR (Foreign Bank Account Report) and FATCA Form 8938 reporting requirements are also part of our services. These are the filings required by anyone who has assets outside of his or her home country. We also assist in evaluating filing thresholds, collecting account data and preparing U.S. Treasury-standard filings — before you run the risk of getting hit with hefty penalties.
For those with investments and/or businesses overseas, we complete specific forms such as 5471, 8865, and or 8858 (guidance driven) by providing clear reporting for foreign corporations, partnerships or disregarded entities. We also help with the optimization of foreign tax credits to minimize double taxation on income earned outside the U.S.
If foreign tax problems result in IRS letters, conflicting reported positions or unfiled returns we have a structured resolution process. We re-file prior-year returns We support amended international returns We resolve differences with transparent, compliant documentation
In addition to compliance, we provide strategic international tax planning—advising you through changes in residency, earning foreign income, investing overseas, relocating, and long-term financial planning. Our advisory makes sure that you learn about tax effects of large-scale international decisions before they take place.
With our International Tax Services, you achieve clarity in a such a complex regulatory landscape. With expert analysis, accurate handling state-to-state tax situations via treaty, and AI infused accuracy checks we enable individuals & businesses to confidently fulfill their cross-border tax responsibilities – the right way with minimum hassle.