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03 / SERVICE

One life. More than one system.

Cross-border obligations connected before they collide.

03
THE ENGAGEMENT

US tax guidance for globally connected individuals, owners and businesses navigating residence, income sourcing, foreign assets, entities and overlapping reporting regimes.

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WHEN THIS FITS

Situations we help connect.

  1. 01US residency and treaty positions
  2. 02FBAR and Form 8938
  3. 03Forms 5471, 5472 and 8865
  4. 04PFICs and Form 8621
  5. 05Foreign tax credits and sourcing
  6. 06International moves and ownership
SCOPE

What the work can include.

Every engagement is scoped to the facts. The right combination may include preparation, analysis and ongoing advice.

01

Residence and filing-position analysis

02

US international information returns

03

Foreign tax-credit coordination

04

Treaty and disclosure review

05

Pre-move and post-move planning

THE OUTCOME

A coordinated position across systems, with reporting obligations made visible.

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Other expertise01Individual Tax02Business Tax04Planning + Advisory05IRS Representation06Nonprofit Tax