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SERVICES

EXPERTISE IN IRS FORMS AND INTERNATIONAL INFORMATION RETURNS, INCLUDING BUT NOT LIMITED TO:
  • FBAR, Foreign Bank Account Report, FinCEN Form 114

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  • FATCA Form 8938, Statement of Specified Foreign Financial Assets

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  • Forms 1116 and 1118, Foreign Tax Credit

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  • Form 2555, Foreign Earned Income​

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  • ​Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations

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  • Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

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  • Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

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  • Form 8832, Entity Classification Election​​

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  • Form 8833, Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)

  • Form 8858, Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)

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  • Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships

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  • Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation

FEDERAL TAX PREPARATION AND ADVICE WITH A FOCUS ON IRS INTERNATIONAL TAX REPORTING OBLIGATIONS:
  • U.S. citizens and Resident Aliens living abroad (outside USA)​

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  • Non-U.S. individuals and businesses (NRAs) involved in U.S. real estate, business activities, or investments

  • U.S. individuals and businesses involved in non-U.S. (foreign) real estate, business activities, or investments​

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  • U.S. beneficiaries or grantors of both domestic (U.S.) and foreign (non-U.S.) trusts

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  • Non-U.S. (foreign) gifts and inheritances

FOREIGN (NON-U.S.) TRUST REPORTING AND ACCOUNTING SERVICES:
  • Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts

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  • Form 3520-A, Annual Information Return of a Foreign Trust With a U.S. Owner

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  • Foreign Grantor and Non-Grantor Trust Beneficiary Statements for trustees

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  • Distributable net income (DNI) and undistributed net income (UNI) computations

IRS OFFSHORE COMPLIANCE AND VOLUNTARY DISCLOSURE PROGRAMS
  • Streamlined Filing Compliance Procedures for U.S. Taxpayers residing in or outside the United States

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  • Delinquent FBAR Submission Procedures

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  • Delinquent International Information Return Submission Procedures

ALTERNATIVE CITIZENSHIPS AND RESIDENCIES:
  • U.S. citizenship renunciation and expatriation services

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  • Form 8854 (Initial and Annual Expatriation Statement)

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  • U.S. Expatriation Tax

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