International &
Cross-Border Finance
A life that spans borders means a tax picture that does too. We help you report foreign income and accounts correctly, claim the credits and treaties you're entitled to, and stay on the right side of the rules.
The U.S. taxes its citizens and residents on worldwide income, so money you earn, hold or inherit abroad can have real consequences on your American return. Much of this isn't about how much tax you owe — it's about reporting. Foreign accounts, assets and gifts each carry their own disclosure rules, and the penalties for missing them can dwarf the tax involved.
That's where knowledgeable guidance matters. Our team works through foreign income, the FBAR and FATCA filings, the foreign tax credit, treaty positions and the right return type for your status — so the picture is complete and consistent, not a patchwork of half-answered questions.
Both sides of
the ledger, accounted for.
From foreign-account disclosures to nonresident returns, here's how our team helps you navigate cross-border tax.
- Foreign income reporting. Wages, self-employment, rental, investment and pension income earned abroad, reported correctly on your U.S. return.
- Foreign bank account reporting (FBAR). FinCEN Form 114 for foreign accounts that exceed the reporting threshold during the year.
- FATCA reporting. Form 8938 disclosure of specified foreign financial assets when you cross the applicable limits.
- Foreign tax credit & double-taxation relief. Crediting taxes paid abroad so the same income isn't taxed twice.
- Tax-treaty analysis. How a treaty between the U.S. and another country may change the way your income is taxed.
- ITIN applications. Obtaining an Individual Taxpayer Identification Number for those without a Social Security number.
- Nonresident & dual-status returns. Form 1040-NR and dual-status filings for the year you arrive in or leave the U.S.
- Foreign-owned U.S. business & inbound investment. Reporting for foreign nationals investing in U.S. companies, property and partnerships — plus foreign gifts and inheritances.
Is this you?
- — You have income, accounts or property in another country.
- — You're a recent immigrant or visa holder figuring out your first U.S. filings.
- — You're a U.S. citizen living abroad who still has to file back home.
- — Your family has money or property overseas, or you're a foreign national investing in the U.S.
What you can expect
- — Compliance with foreign-account rules — and far less exposure to steep penalties for missed filings.
- — A return structured to avoid double taxation through credits and treaties where they apply.
- — Clear explanations in plain terms, so nothing gets lost in translation.
- — CPAs who see both sides of the ledger, here and abroad.