International tax services
International Tax Review
Review your U.S. tax position, cross-border businesses, and financial interests, with written recommendations and next steps within an agreed scope.
Who this is for
Expats in the U.S., Americans abroad, business owners, and investors with complex international interests.
Engagements from $1,500
What we can address
- Review of the current U.S. tax position and reporting obligations
- Business ownership, entity, and transaction considerations
- Foreign investments and financial interests
- U.S. tax implications of international moves and residency changes
- Planning recommendations and next steps within an agreed scope
Questions to consider
Where does a complex review begin?
With an introductory call to discuss the facts, objectives, and urgency. I then propose the appropriate scope, information request, and fee.
What is an International Tax Review?
A defined engagement reviewing your tax position and relevant planning opportunities. It includes written recommendations and next steps within the agreed scope. Engagements typically begin at $1,500.
Can the review lead to ongoing advisory?
Yes. Where continuing support is appropriate, we can agree a separate advisory scope following the review.
Related reading
Explore the issues in more detail.
Inside an International Tax Review
See how the analysis becomes an action plan.
A written review can organize the facts, planning priorities, open questions, and next steps in one place.
The illustrative summary shows a possible format. Reviews can address overseas interests held by U.S. residents or cross-border questions for Americans abroad. The content and depth follow the agreed engagement.
View a sample reviewTax ReviewFindings and planning priorities01 Situation and objectives02 Matters requiring review03 Actions and responsibilities
Working across jurisdictions
The U.S. analysis is my focus.
I identify the U.S. tax implications and the foreign-country questions that call for local advice. Your country of residence can affect the analysis of a business, investment, or proposed transaction.
If you already work with an advisor in the relevant country, we can discuss coordination as part of the engagement. The responsibilities, permissions, and scope are established before information is shared or joint work begins.
Tell me about the decision ahead.
A discovery call gives us a starting point for your tax preparation, planning, or advisory engagement.
Schedule a discovery callComplimentary 15-minute introduction | Continue to Proton Calendar