Trusted International Tax Advisory for Global Wealth

International TaxAdvisory

Ordinary tax planning falls short once your income, assets, or business interests extend beyond borders. We deliver custom-tailored strategies that span jurisdictions, eliminate surprises, and safeguard global wealth.

Global Tax Excellence

Senior-Level International Expertise

Whether you are an expat managing foreign income, a U.S. taxpayer with interests abroad, or a foreign national facing U.S. tax obligations, we present senior-level, prompt service built for precision.

Our approach embraces cross-border taxation services, treaty analysis, and compliance planning to ensure that every element of your financial life remains fully aligned with evolving global tax laws.

Cross-Border Expertise
Treaty Analysis

Why Choose Us

Sharp insights for global tax needs

1

Direct Senior Access

Direct access to senior professionals, not templates or junior staff.

2

Custom Frameworks

Custom-tailored frameworks for high-achieving individuals with global reach.

3

Fast Turnaround

Quick response times for urgent international tax matters.

4

Balanced Strategy

Optimized plans balancing compliance, opportunities, and control.

Comprehensive International Tax Services

Custom-tailored strategies spanning jurisdictions with senior-level expertise and precision

Cross-Border Tax Planning

Structured, forward-thinking solutions for entrepreneurs and investors operating across jurisdictions.

Expat Tax Planning

Strategic guidance for U.S. citizens abroad with foreign income, assets, and pensions compliance.

International Compliance

Expert support across all high-risk compliance areas including FBAR, FATCA, and foreign entity reporting.

Tax Treaty Planning

In-depth treaty analysis with countries like Canada, UK, UAE, Singapore, and major EU jurisdictions.

Voluntary Disclosures

Assistance with corrective filings and strategic defense during IRS examinations involving cross-border issues.

U.S. Tax for Foreign Nationals

Specialized services for foreign nationals with U.S. rental income, stock portfolios, and partnership interests.

Who We Serve

Our international tax planning solutions are custom-tailored to satisfy the needs of sophisticated global clients

U.S. Citizens Living Overseas

Income or property as well as business interests in foreign countries requiring strategic compliance planning.

Foreign Nationals with U.S. Interests

Rental income and U.S. stock portfolios in addition to U.S.-based partnerships requiring expert guidance.

International Executives

International compensation, RSUs, or foreign retirement plans requiring sophisticated tax strategies.

Global Investors

Cross-border portfolios covering global real estate alongside corporate holdings and offshore accounts.

International Entrepreneurs

Global operations or complicated equity events and international entity structures requiring precision.

Expat Tax Planning: Stay Compliant, Stay Ahead

Living abroad brings many opportunities—but it does not pause U.S. tax obligations. We assist U.S. citizens abroad in fulfilling filing duties and making the most of every treaty and tax break available.

Preparation of U.S. tax returns (Form 1040) with foreign income as well as housing deductions
Guidance on reporting requirements like FBAR and FATCA compliance
Strategic use of the Foreign Earned Income Exclusion (FEIE) along with Foreign Tax Credit (FTC)
Advisory on dual residency, recognizing how tax treaties may apply to distinct situations
Planning around foreign pensions alongside real estate transactions and overseas businesses

We focus on cross-border taxation services specific to distinct residency and asset profiles.

Strategic Expat Planning

Smart strategies and timely filings with precise reporting for foreign income, assets, and pensions.

Forward-Thinking Solutions

Structured strategies for entrepreneurs and investors operating across jurisdictions.

Strategic Cross-Border Tax Planning

Your global investments and business structures deserve more than simple, reactive accounting. We provide structured, forward-thinking solutions to help you stay ahead of shifting rules, preserve wealth, and take safer actions.

Structuring of U.S. and foreign entities or trusts to align with long-term objectives
Capital gains tax planning across borders to prevent conflicting tax treatment
In-depth tax treaty planning with major international jurisdictions
Professional guidance on withholding taxes, transfer pricing policies, and residency classification

High-Risk Compliance Areas: We Handle the Details

Managing foreign assets brings strict reporting obligations—and penalty amounts for missed forms can be steep. We provide expert support across all high-risk compliance areas with emphasis on accuracy and discretion.

Complete FBAR and FATCA compliance for offshore accounts and financial assets
Filing of Forms 5471, 8865, 8621, and 3520 for foreign corporations and partnerships
Assistance with voluntary disclosures and corrective filings for prior-year gaps
Strategic defense and representation during IRS examinations

Complete FBAR and FATCA compliance, Forms 5471, 8865, 8621, and 3520 filings, voluntary disclosures, and strategic IRS examination defense.

Frequently Asked Questions

Common questions about international tax advisory for executives, expats, and global investors

Expert Answers

Frequently Asked Questions

Everything you need to know about our elite tax advisory services

Request a Consultation

When your finances extend beyond one country, your tax strategy should too. Let us assist with aligning your global income with U.S. tax rules, leveraging treaties to prevent unnecessary taxes, and remaining fully compliant with all international obligations.