Services

Narrow practice. Deep bench.

Every engagement falls into one of four service lines. Every service line is led by a partner who has done this work for a decade or more.

International Tax

Federal, state, and foreign-coordinated returns for individuals and entities whose tax picture crosses a border.

We prepare the US returns (1040, 1120, 1120-F, 1065) alongside the informational filings that turn a simple return into an international one: Forms 5471 for foreign corporations, 5472 for 25%-foreign-owned US corps, 8865 for foreign partnerships, 8938 for specified foreign assets, FinCEN 114 (FBAR) for foreign accounts, and the treaty-based disclosure on 8833. Every return ships with a workpaper binder and a plain-English memo explaining the positions we took.

Deliverables

Form 1040 with foreign income schedules
Form 1120 / 1120-F for US and foreign corps
Foreign informational returns (5471, 5472, 8865)
FBAR and FATCA (8938) reporting
Form 1116 foreign tax credit optimization
Form 8833 treaty-based disclosures
Dual-status returns
Streamlined domestic & foreign filing compliance

Cross-Border Structuring

Pre-transaction entity and tax structuring for inbound and outbound situations.

Most tax savings are locked in before the first return is filed — in the choice of entity, the treaty used, and the way ownership is layered. We work with clients and their counsel on structuring that holds up under examination and supports the actual business, not just the tax outcome. We maintain relationships with firms in 38 countries and routinely structure holding arrangements through treaty-qualified jurisdictions.

Deliverables

US inbound: C-corp, LLC, branch analysis
Outbound subsidiaries and CFC planning
Holdings through treaty jurisdictions
GILTI, Subpart F, and BEAT modeling
Transfer pricing studies and contemporaneous docs
Check-the-box election planning
Pre-IPO restructuring for foreign-parent groups
Expatriation (Section 877A) planning

Expatriate & Inpatriate Services

Full-service filings and equalization for people living or working across borders.

US citizens and green-card holders remain taxable on worldwide income no matter where they live. Foreign nationals on US assignment pick up US tax exposure the moment they cross certain thresholds. We handle the annual compliance and the pre-move planning that frequently cuts the cost in half.

Deliverables

Section 911 foreign earned income exclusion
Bona-fide residence vs physical presence
Tax equalization and tax protection calcs
US exit tax (Section 877A) analysis
Totalization agreement coordination (social security)
Dual-status first / last year returns
Streamlined filing compliance procedures
Green card abandonment and expatriation filings

Global Compliance

Recurring compliance calendars and coordination for multinational groups.

For groups with filings in multiple countries, the risk is not usually the tax itself — it is the piece that gets forgotten. We run a consolidated compliance calendar, coordinate with foreign partner firms, and deliver a single monthly dashboard showing whether every required filing actually landed.

Deliverables

Consolidated US and foreign filing calendar
Foreign partner-firm coordination (38 countries)
Quarterly tax provision (ASC 740) support
FIN 48 uncertain tax position analysis
Country-by-country reporting (CbCR)
Pillar Two readiness assessment
Sales and VAT registration and filing
Month-end consolidated workpapers

Not sure which service fits?

Send us a quick description of your situation. We'll come back within one business day with an initial read on scope and a fixed fee quote before any work starts.

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