Advisory for Individuals
Structured U.S. tax, reporting, and planning support for cross-border individuals managing foreign accounts, investments, employment arrangements, and long-term financial decisions.
We focus on planning considerations, and compliance risks before they become expensive problems.
Common Client Situations
This service is designed for clients with cross-border complexity or decision-relevant tax exposure, including:
- U.S. citizens living or working abroad
- Americans employed by foreign companies
- Remote workers and digital nomads
- U.S. founders operating foreign companies
- US citizens with multi-country income or foreign entities
- U.S. persons with foreign bank or investment accounts
- Professionals with income in multiple countries
01
U.S. Expat Tax Return Preparation
Preparation and advisory support for U.S. persons abroad with cross-border income, foreign accounts, and international reporting considerations.
- Form 1040 preparation for U.S. persons living abroad
- Foreign Earned Income Exclusion analysis, where applicable
- Foreign Tax Credit analysis, where applicable
- Review of foreign wages, consulting income, and investment income
- Coordination with local-country tax filings where relevant
- International schedule and disclosure review
- Prior-year filing gap identification and amendment considerations
- Advisory support for tax positions involving cross-border complexity
02
Foreign Financial Reporting (Including FBAR)
Many U.S. taxpayers abroad have foreign financial account reporting obligations separate from their income tax return.
- FBAR filing requirement analysis
- FinCEN Form 114 preparation and filing, where agreed
- FATCA Form 8938 reporting assessment
- Review of foreign bank, brokerage, pension, and investment accounts
- Multi-account consolidation and reporting support
- Historical FBAR filing gap review
- Threshold analysis and reporting requirement assessment
- Identification of potential PFIC or foreign asset reporting issues
03
Cross-Border Tax Planning
We help clients evaluate U.S. tax and reporting implications before major financial, residency, or investment decisions are made.
- Foreign Earned Income Exclusion vs Foreign Tax Credit analysis
- Planning for remote work and relocation scenarios
- Tax considerations for foreign investments and real estate
- Review of employer incentive, equity, or virtual participation arrangements
- Liquidity event and long-term wealth planning considerations
- Residency, citizenship, and expatriation-related planning observations
- Double taxation risk identification
- Coordination with local-country tax advisors
04
International Business & Entity Reporting Support
U.S. persons involved with foreign businesses, entities, or ownership structures may face additional U.S. tax and information reporting obligations.
- Foreign company ownership reporting considerations
- Foreign entity reporting risk identification
- U.S. tax implications of foreign dividends or distributions
- Foreign disregarded entity, branch, or partnership issue identification
- Cross-border structure review
- Dividend and distribution tax treatment considerations
- Cross-border cash extraction planning support
- Coordination with local accountants, tax advisors, and legal counsel
05
Compliance Remediation & Advisory Support
In complex cross-border situations, the issue is often not just the current-year filing. It is understanding what may have been missed and what needs to happen next.
- Prior-year filing gap identification
- Late FBAR and foreign reporting issue review
- Amended return considerations
- IRS correspondence review and issue triage
- ITIN-related coordination, where applicable
- Digital asset and foreign wallet reporting review
- Multi-year compliance catch-up planning
- Coordination with tax, legal, and financial advisors
Compliance Reminder
Compliance is the baseline. The objective is structured, informed decision-making.
Important Note
U.S. citizens and green card holders are generally required to file annual U.S. tax returns regardless of where they live.
In addition, foreign financial accounts may need to be reported through FBAR and other disclosure forms, even when no U.S. tax is due.
Early planning can help reduce compliance risk and unnecessary tax exposure.
Our Collaboration Model
We operate at a limited-capacity model.
Services are not designed for high-volume tax preparation.
Where appropriate, tax filing is combined with advisory to support decision-making, not just compliance.