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US Tax Preparation & Advisory Services

International Tax Preparation, Consulting and Advisory Services

We deliver expert US tax advice to clients around the world. Whether you are going on assignment outside the US or you are coming to the US, our team of experts will provide you with the advisory support and tax preparation services to minimize tax while keeping you and your company in compliance with the complexities of the US tax regime.

We work with external advisors in foreign countries to ensure that our input as tax advisors is appropriate to your circumstances. Our team of professionals is here to provide you with advice and solutions to a wide range of tax, accounting, and business issues.

We prepare all U.S. personal tax and information returns including:

  • Pre-assignment consulting – know before you go! We provide a Pre-Assignment Brief to answer all of your questions and to inform you of the important tax considerations prior to coming to the US, during your US assignment and Pre-Departure.
  • Individual U.S Federal tax returns – Forms 1040 and 1040NR and State income tax returns
  • Foreign Bank Accounting Reporting – Form FinCen 114;
  • Foreign Trust reporting – Form 3520, 3520A
  • Other Internal Revenue Service International Information Reporting forms and filings.
  • Tax Equalizations – We prepare tax equalizations for Expats and Rotators
  • We often work with Immigration Attorneys to quickly prepare the required tax documents necessary for Visas
  • ITIN – If you need a US Tax ID number, see our ITIN service page.

Going on Assignment outside the US?

  • Pre-assignment consulting – know before you go! We provide a Pre-Assignment Brief to answer all of your questions and to inform you of important tax considerations prior to departing the US, during your offshore assignment, and Pre-Departure prior to ending your offshore assignment.
  • We can help find you an advisor in host country to assist you with Host country tax and advisory services and we will work with them to ensure you take advantage of the relevant tax treaties, Foreign Tax Credits, etc…. to pay the lowest tax possible.

Foreign Bank Account (FBAR) and Information Return Reporting

  • We provide FBAR Form 114 filing and advisory services for current and delinquent filers
  • We provide FATCA Form 8938 filing and advisory services for current and delinquent filers
  • Foreign Trust reporting – Form 3520, 3520A
  • Controlled Foreign Corporation (CFC) Form 5471 and Form 5472 Foreign Owned US entity

Are you late filing Foreign Information Returns such as FBAR, Form 3520, etc?

  • Missed an FBAR deadline? We catch those up, often without penalties.
  • Foreign Financial Institution sent you a W-8 BEN and you are worried? Call us we can help!

Do you have employees coming to the US on short term Rotator or Long term Expatriate Assignments? Visit our US Shadow Payroll Services page.

Have international tax related questions?

We offer a free 15-minute telephone consultation to go over questions and determine if we need to schedule a meeting. We offer in person meetings, over the telephone, or virtual conferences via Zoom.

Contact Us