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Our Services
01.Expatriate Tax Filing
Prepare and file US federal tax returns for citizens, green card holders, and residents living or working abroad. The service can include foreign earned income exclusions, foreign tax credits, foreign housing benefits, and required international information returns. Clients provide their cross-border details through an intake form to identify filing requirements and next steps.
02.Foreign Asset Reporting
Prepare international reporting for foreign bank accounts, investments, trusts, corporations, and other overseas assets. The service helps identify filing obligations such as FBAR and FATCA-related forms while reducing the risk of incomplete or inconsistent disclosures. A secure lead intake process captures the client’s asset types, countries, and reporting history for an accurate engagement assessment.
03.Cross-Border Tax Planning
Develop tailored tax strategies for individuals, multinational businesses, and professional referral clients managing cross-border transactions or structures. Planning may address residency, international business operations, foreign subsidiaries, withholding taxes, treaty considerations, and cross-border wealth transfers. Prospective clients can submit their business profile and tax issue to determine the appropriate scope and receive a customized service proposal.