Preparation of tax returns (1040 & 1040NR)

• US 1040, 1040NR, and Dual Status Returns
• Form 8833 for Foreign Treaty Disclosures
• Form 8621 for Passive Foreign Investment income (PFIC)

Foreign Bank Account Reporting (FBAR)

• Applicable to individuals with $10,000 or more in foreign holdings

Strategic tax planning

• Long term Green card Holder implications / Relinquishing Green Card Status
• UK/US strategic planning (domestic laws and tax treaty application)
• Tax planning for Retirement
• Tax Planning for moving overseas / maintaining dual tax residency

Expat Services

• Tax Equalization (preparation and/or review)
• Cross Border Complexities (application of tax laws & treaties, substantial presence tests, dual tax residency)
• UK personnel inbound to USA (application of tax laws/treaties and filing requirements)
• Australian personnel inbound to USA (application of tax laws/treaties and filing requirements)

Harvesting of Foreign Tax Credits

• Support individuals who are able to offset US tax liability on foreign earned income via previously accumulated tax credits.

Tax Treaty Application

• Advice individuals on tax treaty provisions governing foreign tax components regarding earned income, investment, property, pensions, business endeavors, and other complexities such as foreign inheritance or trusts.

IRS Audit support

• Support individuals needing expert advice on navigating audits or respond to IRS tax notices.