Personal attention, from the first question to the final follow-up.
Who this helps
International Tax & Compliance
People moving to or from the U.S., U.S. taxpayers abroad and businesses or families with overseas income, accounts or ownership.
Where we begin
Build a residency timeline and map income, foreign taxes, accounts and ownership interests before selecting the reporting path.
Service scope
FBAR & FATCA reporting
Nonresident & dual-status returns
Foreign entities, trusts & tax credits
US tax rules for people and businesses with ties to more than one country are complex, and penalties for missed information returns can be significant. We help you understand and meet your obligations.
What we help with
FBAR (FinCEN Form 114) and FATCA (Form 8938) reporting
Nonresident returns (Form 1040-NR) and dual-status returns
Foreign tax credit and foreign earned income exclusion
Foreign corporations, partnerships and trusts (Forms 5471, 8865, 3520)
Foreign-owned US companies (Form 5472)
ITIN applications (Form W-7)
Catching up on missed filings
Who it is for
New immigrants, green card holders, US citizens abroad, international students and scholars, and families or businesses with foreign assets.
What your engagement can include
01
A review of residency and applicable federal returns, including nonresident or dual-status work when relevant.
02
Agreed foreign-account, asset or entity information filings, supported by a separate reporting checklist.
03
An explanation of material assumptions, foreign-tax considerations and outstanding cross-border information.
The engagement sets out the applicable years, jurisdictions, forms and deliverables. Filing, payment and agency processing follow their respective requirements.
What to prepare
Foreign bank and investment account statements
Passport, visa and US entry/exit dates
Foreign income and foreign tax paid records
Ownership details of foreign companies or trusts
Not sure you have everything? We will send a personalized checklist after your consultation.
No. The two reports have different thresholds, asset definitions and filing routes. FBAR is filed with FinCEN separately from the income tax return; Form 8938 is attached to an applicable return. Your circumstances may require one, both or neither.
What should I prepare after moving between states?
Bring your move dates, work locations and state income records. Residency periods and income sources should be assessed under the relevant states’ rules. For example, California distinguishes part-year residency and California-source income.
No. For non-U.S. citizens, the green card and substantial presence tests are starting points, with exceptions, elections and treaty issues to consider. Provide travel records, immigration documents and prior returns; arrival or departure years can involve dual-status treatment.
