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Business Tax Planning & Preparation for U.S. and Cross-Border Companies

At Assured Financial Services, tax season is never a scramble, because we plan long before it arrives! We deliver strategic tax planning and preparation for businesses, government contractors, internationally connected companies, and individuals with complex U.S. tax obligations. Whether your exposure is domestic, cross-border, or somewhere in between, we spot opportunities others overlook and shut down problems before they start. If precision, strategy, and zero guesswork matter to your bottom line, you're in the right place. We also serve individuals with complex personal tax situations…though if you're a business owner, contractor, or internationally connected professional, you'll quickly see this is where we do our best work! Our international and cross-border tax work is handled entirely in-house by our U.S. based team.

Good tax strategy isn't about filing on time, it's about making decisions all year that reduce your liability, protect your cash flow, and position your business for growth. We work with established small to midsize businesses, typically generating $5M or more in annual revenue, that need a proactive tax advisor in their corner…not just a preparer who shows up in April.

Strategic Tax Planning & Preparation for Businesses

Our business tax services include:

  • Business Federal & State Income Tax Preparation and Filing

  • Year-Round Tax Strategy and Planning

  • Quarterly Estimated Tax Filings (Federal and State)

  • 1099 Processing and Filing

  • Entity Structure Analysis for Tax Efficiency

Cross-border tax is one of the most complex, and most costly, areas of U.S. tax law to navigate without the right guidance. We serve U.S. citizens and residents living abroad, foreign nationals with U.S. tax obligations, and businesses operating across multiple jurisdictions. Our team understands the full landscape of international reporting requirements, so you stay compliant without overpaying.

Our cross-border and international tax services include:

  • Expat & Foreign National Tax Returns (U.S. Citizens Abroad, Nonresident Filers, Dual-Status Returns)

  • International Tax Planning & Strategy (Multi-Jurisdiction)

  • FBAR Filing (FinCEN 114) for Foreign Bank & Financial Account Reporting

  • FATCA Compliance (Form 8938)

  • Foreign Entity Reporting (Form 5471, Form 5472)

  • Foreign Trust & Gift Reporting (Form 3520 & 3520-A)

  • Individual Federal & State Income Tax Preparation and Filing

Cross-Border Tax Services for International Businesses & Individuals

Our tax clients share one thing in common, their financial situations are too complex and too consequential for a generic tax preparer. We are the right fit if you are:

  • A government contractor managing cost-type contracts, indirect rates, or multi-year federal agreements with tax implications across fiscal periods

  • A cross-border business or individual with foreign accounts, overseas income, or international entity structures requiring U.S. reporting compliance

  • An established SMB earning $5M or more that wants a tax advisor actively working to reduce your effective tax rate…not just document it

  • A U.S. expat or foreign national with stateside tax filing obligations, treaty considerations, or foreign financial account reporting requirements

  • An individual with complex tax needs including high-income earners, those with multiple income streams, real estate investors, or anyone whose personal tax situation has grown beyond what a standard preparer can handle well

Who We Serve

Frequently Asked Questions

Taxes are inevitable. Overpaying isn't. Whether you need a strategic tax partner for your business, help navigating cross-border compliance, or an expert to finally get your filings under control schedule your 30-minute consultation to see if AFS is a good fit!

Schedule

  • Tax preparation is the process of filing your returns accurately based on what already happened. Tax planning is the proactive work done throughout the year to legally reduce what you'll owe through: entity structure, timing of income and deductions, retirement contributions, and more. At AFS, we do both, but planning is where the real value lives.

  • If you are a U.S. person (citizen, resident, or certain entity) and you have financial accounts outside the United States with an aggregate value exceeding $10,000 at any point during the year, you are required to file an FBAR (FinCEN 114). Penalties for non-compliance can be severe. We help clients assess their filing obligations and get and stay compliant.

  • The best time is well before tax season; ideally at the start of a new fiscal year or before/after a major business event like a new contract award, an acquisition, or a significant revenue milestone. That said, it's never too late to start planning smarter! Wherever you are in the year, we'll find opportunities worth acting on.

  • You're not alone, and it's more solvable than it feels. We regularly help clients get current on delinquent filings, resolve IRS balances, and establish a path forward, without the panic! Book a free 30-minute consultation and we'll give you a clear picture of where things stand and what to do next.

  • Absolutely! We work with individuals whose personal tax situations carry real complexity. High-income earners, real estate investors, expats, foreign nationals, and business owners with both personal and entity-level filing needs are a natural fit for AFS. If your personal return feels like it needs a strategist rather than just a preparer, we should talk.