International Tax Solutions
We provide focused international tax support for individuals, families, and closely held businesses with cross-border ties. Our team evaluates both U.S. and foreign rules to help you manage risk and make informed decisions.
- • Cross-border tax controversies and assessment of U.S. and foreign tax implications
• U.S. and foreign tax treaty interpretation and application
• Cross-border income, estate, gift, and inheritance tax planning for individuals and families
• Capability to handle comprehensive international, multi-state, and multi-country tax issues
Dispute Resolution & IRS Representation
We represent clients in complex tax disputes involving both U.S. and foreign authorities. Our team evaluates risk, prepares technical positions, and guides you through each stage of the controversy process so you can respond with confidence.
- • IRS competent authority disputes involving cross-border tax issues
• Interpretation of the U.S. Tax Code, Internal Revenue Manual, and foreign tax rules
• Assessing U.S. tax risks and representing clients before the U.S. Internal Revenue Service
Compliance & Reporting
We help clients stay compliant with complex U.S. and foreign reporting regimes. Our work focuses on identifying exposure, organizing required information, and filing accurate returns so you can meet your obligations with confidence.
- • Compliance with CFC (Controlled Foreign Corporation), GILTI tax, Subpart F income, and PFIC (Passive Foreign Investment Companies) rules
• Reporting of foreign gifts and inheritances and inclusion of deferred foreign income under participation exemption rules
• Sec. 962 elections and related planning
• FATCA, FBAR, delinquent FinCEN filings, and exit tax compliance
Disclosure Programs & Streamlined Filing
We guide clients through IRS disclosure programs designed to correct past non-compliance while managing risk. Our team evaluates your situation, prepares the required filings, and represents you throughout the process.
- • Specialization in IRS Streamlined Filing Compliance Procedures (foreign offshore and domestic)
• Voluntary disclosures of undeclared offshore accounts and foreign financial assets
• Representation in streamlined audits by IRS Large Business & International (LB&I)
• Strategic guidance on documentation, penalty exposure, and long-term compliance
Accounting & Multi-State Tax Services
We support individuals, families, and closely held businesses with day-to-day accounting and complex state and local tax needs. Our goal is to keep your records accurate and your filings timely so you can focus on running your business.
- • General accounting, bookkeeping, and financial statement support
• Federal and state income tax preparation for individuals and businesses
• Multi-state income, sales, and use tax analysis and filings
• Coordination of U.S. and foreign reporting for cross-border activities
Our Client Philosophy
We intentionally limit our client base to those who align with our specialty and values. This selective approach allows us to provide a high-end, personal experience and the level of attention complex tax matters require.
- • Focus on clients with international, multi-state, or specialized tax needs
• Direct access to an experienced CPA who understands your situation
• Thoughtful, long-term planning instead of one-size-fits-all solutions
• Commitment to your financial well-being and peace of mind
Client Confidentiality
We respect the confidentiality and privacy of all client information. We do not disclose nonpublic personal information obtained in the course of our practice except as permitted or required by law. When information must be shared with employees, professional advisors, or other service providers in connection with providing services, we emphasize the confidential nature of that information.
Protecting your privacy, maintaining the highest professional standards, and providing thoughtful, high-quality financial services are central to our practice.