Who it is for
U.S. citizens and residents living or earning abroad, non-residents with U.S. income, and companies with foreign owners or subsidiaries.
What it includes
- Individual returns (1040, 1040-NR) with foreign income
- Foreign account and asset reporting (FBAR, Form 8938)
- Information returns (5471, 5472, 8865, 3520)
- Business returns (1120, 1120-S, 1065)
- Catch-up filings and voluntary disclosure
How we start
A 30-minute conversation, a written review of what we see, and a fixed scope and fee before any work begins.
Frequently asked
I have not filed for several years. Where do I start?
With a quiet review. There are formal programs for catching up that can reduce or remove penalties, and the right one depends on your facts. We look first, then recommend.
What do you need from me each year?
A short document list we send in January, tailored to your situation. You upload everything through the secure portal and we take it from there.