We coordinate the U.S. side for Americans abroad, foreign nationals with U.S. income or property, and families with assets in more than one country.
Call or text an office. Concierge covers after hours and overflow.
When income, investments, or property cross borders, more than one tax system may claim the same dollars. We coordinate the U.S. tax and reporting with the foreign tax picture to identify available credits, treaty treatment, and reporting requirements.
Residency analysis, U.S. returns, foreign tax credits, treaty positions, and expatriation planning where applicable.
Nonresident and dual-status returns, taxpayer-identification requirements, and federal and state withholding.
Foreign bank-account reporting (FBAR), foreign financial-asset reporting for certain U.S. taxpayers (Form 8938), and U.S. tax treatment of foreign pensions and investments.
Federal withholding rules for foreign sellers, applications to reduce withholding before closing (Form 8288-B), California withholding, and final returns.
Federal withholding on a Canadian seller of U.S. real estate was reduced from 15 percent to under 4 percent through a treaty election and a timely application to reduce withholding before closing. The savings were realized at closing. Case result. Outcomes vary.
See more results →Own or operate a company across borders? See cross-border tax for businesses.
Sometimes more than one system claims the same dollars. Credits, treaty positions, and the order of filing are how we keep you from paying twice when the facts support that result.
Do not file a catch-up return on your own. We review what should have been reported, including foreign bank-account reporting, and the appropriate correction path before anything is submitted.
Often, yes, when the facts support an application to reduce federal real-estate withholding before closing. The reduction happens at closing.
We will map residency, accounts, property, and filings before anyone prepares a return.