International Tax Services for Complex Filings

It's tax work for anyone whose finances cross a border. A U.S. citizen with a pension in the UK, a German company with a subsidiary in Virginia, a foreign national who just started working here: each has U.S. reporting rules that ordinary preparers often miss. We look at income, accounts, entities and treaty positions together and work out what has to be filed, when, and where.

Yes, in most cases. The U.S. taxes its citizens and green card holders on worldwide income no matter where they live. Plenty of expats owe little or nothing once the foreign earned income exclusion or foreign tax credits apply, but they still have to file to claim those benefits. Foreign account reporting usually comes along with it.

FBAR is FinCEN Form 114. If you're a U.S. person and the combined highest balances of your foreign financial accounts went over $10,000 at any point in the year, you generally have to file it. That includes bank, brokerage and some pension accounts, and accounts you can sign on even if they aren't yours. It's filed separately from your tax return, with FinCEN rather than the IRS.

Form 8938 comes from FATCA and is attached to your income tax return when your specified foreign financial assets pass certain thresholds. Those thresholds are higher for people living abroad and for joint filers. It overlaps with the FBAR but isn't the same, so some people file both, some file one, and some file neither. We sort that out from your actual account list.

Yes. An Enrolled Agent is licensed by the U.S. Treasury and can represent you before the IRS on any federal tax matter, international issues included. Our founder handles IRS letters about foreign income, answers examinations, and works out payment or penalty relief when an international problem has turned into a balance due.

Start with your last few U.S. and foreign returns, year end statements for every foreign account, pay records, and any ownership paperwork for foreign companies or trusts. Add a record of foreign taxes paid and, if you live abroad, the dates you were in and out of the U.S. It's fine if some of it is missing. We'll tell you what matters most.

This happens more than people think, often because nobody told them the rules. The IRS offers the Streamlined Filing Compliance Procedures and the Delinquent FBAR Submission Procedures for people who fell behind without meaning to, and the right path depends on why the filings were missed and whether the IRS has already contacted you. We look at the facts, prepare the late returns and FBARs, and if a balance or penalty results, we work on resolving it with the IRS.

Your records never leave our own team in the U.S. We don't send work offshore, and some of our staff hold active federal security clearances because we also serve government contractors. If you're a cross border company bidding on U.S. federal work, that same team can help with GovCon accounting and fractional CFO support.