International Tax Services

U.S. Citizens & Residents Abroad

U.S. citizens and resident aliens are required to report worldwide income regardless of where they live. We help expats understand their filing requirements, claim the Foreign Earned Income Exclusion (Form 2555), utilize foreign tax credits (Form 1116), and navigate the complexities of living and working abroad.

Our remote service options make it easy to work with us from anywhere in the world.

Nonresident Tax Services

Nonresident aliens with U.S. source income face unique tax obligations. We provide assistance with Form 1040-NR filings, treaty benefit claims, withholding requirements, and compliance with U.S. tax law for foreign nationals.

Whether you're investing in U.S. real estate, working temporarily in the U.S., or receiving U.S. source income, we can help you meet your tax obligations.

Foreign Asset & Information Reporting

U.S. persons with foreign financial accounts and assets face strict reporting requirements. Failure to comply can result in significant penalties. We help with:

• FBAR (FinCEN 114) — Report of Foreign Bank and Financial Accounts
• Form 8938 — Statement of Specified Foreign Financial Assets
• Form 5471 — Information Return of U.S. Persons with Respect to Certain Foreign Corporations
• Form 5472 — Information Return of a Foreign-Owned U.S. Corporation
• Form 8865 — Return of U.S. Persons with Respect to Certain Foreign Partnerships
• Form 3520/3520-A — Foreign Trust and Gift Reporting

ITIN Applications – Certified Acceptance Agent

Our firm is an IRS Certified Acceptance Agent (CAA), authorized to verify identity documents and process ITIN applications (Form W-7) on behalf of the IRS. This means you can apply for an Individual Taxpayer Identification Number without mailing your original passport to the IRS – we verify your documents in person and return them the same day.

We assist with new ITIN applications, ITIN renewals, and family applications for spouses and dependents. Learn more about our ITIN services.