International Services

U.S. Expat Returns | Foreign National Compliance | FBAR & FATCA | International Business

Overview

U.S. tax obligations don't stop at the border. Whether you're an American living or working abroad, a foreign national with U.S.-source income or investments, or a business owner navigating cross-border operations, the U.S. tax code follows you - and the rules are complex.

I work with expats, foreign nationals, and international business owners on U.S. compliance matters. This is a growing area of my practice, and I take these engagements seriously: careful attention to current filing requirements, direct communication throughout, and honest guidance about what I can handle versus when a more specialized firm makes sense.

As a member of a professional community of 750+ accountants across the U.S. and internationally, I have real colleagues to consult on complex cross-border situations - so you benefit from more than one CPA's perspective.

Services Offered

U.S. Expat Tax Returns U.S. citizens and permanent residents living outside the U.S. are generally required to file U.S. tax returns regardless of where they live or earn income.

  • Form 1040 with foreign income and tax credit analysis

  • Foreign Earned Income Exclusion (Form 2555)

  • Foreign Tax Credit (Form 1116)

  • State return analysis - some states continue to tax former residents; others do not

  • Tax treaty position analysis (evaluated case by case)

Foreign National U.S. Tax Compliance

Foreign nationals with U.S.-source income face filing obligations that vary by residency status, visa type, and applicable treaties.

  • Non-resident aliens with U.S.-source income (Form 1040-NR)

  • Dual-status taxpayers in transition years

  • Foreign nationals employed in the U.S. on work visas

  • Foreign investors with U.S. rental or investment income

FBAR & FATCA Compliance

  • U.S. persons with financial accounts or assets outside the United States face separate reporting requirements - with significant penalties for non-compliance.

  • FBAR (FinCEN 114) - required when aggregate foreign account balances exceed $10,000 at any point during the year

  • FATCA (Form 8938) - Statement of Specified Foreign Financial Assets, filed with the Form 1040

  • Catch-up filing and compliance review for taxpayers who have missed prior-year filings