The filings you owe, and the ones a border adds on top.
Returns, reporting, and the planning that decides how much of both you owe next year. Prepared by a licensed CPA, with the treaty position and the reasoning written down. Fixed fee, agreed before anything starts.
US-source income is withheld at 30% of gross by default, with no deductions, until something is filed that says otherwise.
Four services, and the situations that call for them
Most individual engagements start with one of these. Which one you need follows from your status and where your income comes from, not from how complicated it feels.
Form 1040 and state returns
For US citizens and residents, wherever you actually live. Federal and state, with the foreign income position handled properly.
See the serviceForm 1040-NR
For non-residents with US-source or effectively connected income, including the treaty claim where one applies.
See the serviceITIN applications
Form W-7, prepared and tracked through to issuance. The number most of the rest depends on.
See the serviceFBAR and foreign asset reporting
FinCEN 114 and Form 8938 for US persons holding accounts and assets outside the country.
See the serviceStart from what you actually are
Which filings apply follows from your status and where the income arises. Start with whichever of these is closest, and the service you need falls out of it.
Non-residents with US income
Dividends, royalties, services and gains, withheld on the gross until you say otherwise.
Where you standAmericans living abroad
Leaving the country does not end the filing. Form 1040, FBAR, and the exclusion-or-credit decision.
Where you standForeign owners of a US business
The company files, and sometimes so do you. Your personal return alongside the entity’s.
Where you standUS individuals and families
Federal and state returns, equity compensation and multi-state residency questions.
Where you standEstate and gift exposure
The exemption you get is not the one in the headlines. Structure matters early, not at the end.
Where you standRental income, FIRPTA withholding and the net-basis election are handled by US Real Estate CPA — our property practice, and a Taxule firm.
The work that sits either side of a return
Not everything is an annual filing. These come up either before the first return or after several have been missed, and both are easier to deal with early.
You will know the number before we start
Every engagement is priced by the engagement and fixed before we begin. The figure follows from your status and what you hold, never from a timesheet.
Tell us what you need
Send us a short note about your situation and a qualified specialist will get back to you. No obligation, and nothing is charged until you’ve agreed a fixed fee.
