Advice for the tax questions that cross borders.

U.S. tax preparation

U.S. tax preparation for expats in the United States and Americans abroad, with income, businesses, or assets in another country.

A good fit for

Expats in the U.S., Americans abroad, dual citizens, and individuals with income or assets in more than one country.

Pre-move tax planning session

A 60-minute U.S. tax discussion before moving to or from the United States. Fixed fee: $750. Further analysis and implementation are separately scoped.

A good fit for

Individuals and business owners relocating to the U.S. with assets overseas, and Americans preparing to live or work abroad.

Cross-border business planning

Review the U.S. tax position of a foreign business you own or a U.S. business you operate from abroad, including structure, income flows, and reporting.

A good fit for

U.S. residents with foreign business interests, and Americans operating businesses while living abroad.

Foreign accounts, investments, and real estate

Review the U.S. tax implications of bank accounts, investments, pensions, real estate, and business interests held outside the United States.

A good fit for

Expats living in the U.S. with assets overseas, Americans abroad, and individuals preparing to become U.S. tax residents.

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.

A good fit for

Expats in the U.S., Americans abroad, business owners, and investors with complex international interests.

Ongoing international tax advisory

Year-round U.S. tax advice for cross-border businesses, investments, and personal decisions. Meetings and covered work follow the agreed engagement.

A good fit for

Expats in the U.S. with overseas interests, Americans abroad, and business owners and investors whose cross-border circumstances call for continuing advice.