U.S. Expats
Foreign Income & Assets
We work with U.S. citizens living abroad. Whether you're catching up, correcting past filings, or planning ahead, we help you stay compliant, avoid penalties, and minimize your tax exposure.
Services Include:
- Federal and state income tax preparation
- Foreign income reporting (employment, rental, pension, self-employment)
- Application of tax treaty benefits (Form 8833)
- Foreign tax credit optimization (Form 1116)
- FATCA (Form 8938) and FBAR (FinCEN 114) compliance
- Streamlined Filing Procedures
- Dual-status return guidance and planning
📎 Best for Americans abroad, dual citizens, and late foreign asset filers.
U.S. Nonresident Aliens
Form 1040-NR Filing
We assist nonresident individuals with U.S. income or investments. Our goal is to help you meet your obligations and protect your position with the IRS.
Services Include:
- Guidance for visa holders and international taxpayers
- Preparation of federal nonresident returns (Form 1040-NR)
- State tax preparation, if applicable
- Tax treaty analysis and application (Form 8833)
- U.S. rental income and withholding optimization
- U.S. source income reporting (investments, royalties, etc.)
- Specialized support for international students, scholars, and visa holders (F, J, M, Q)
- Residency classification (nonresident, dual-status, or resident)
📎 Ideal for investors, students, and foreign nationals with U.S. income.
ITIN Assistance
Application & Renewal
As an IRS-authorized Certifying Acceptance Agent (CAA), we help individuals apply for or renew their Individual Taxpayer Identification Number (ITIN); without mailing original documents to the IRS.
CAA Services Include:
- Identity document verification and certification
- Completion and submission of Form W-7
- Guidance through the ITIN application or renewal process
- Support for spouses and dependents, as needed
📎 Ideal for nonresidents, dependents, and individuals needing an ITIN for U.S. tax compliance.