U.S. Cross-Border Tax & Advisory
Living abroad shouldn't mean living with an IRS problem — or without a plan.
We help Americans overseas catch up on U.S. tax and FBAR filings through the IRS Streamlined procedures, and help globally minded clients build a considered Plan B: second residency, ancestral citizenship, and expatriation planning.
Licensed CPA firm · Portland, Oregon · Serving Americans in Mexico, Greece, and worldwide
Two Ways We Help
Fix the past. Design the future.
Whether you just discovered years of unfiled U.S. returns or you're deliberately building international optionality, each engagement is scoped, fixed-fee, and handled directly by a CPA.
Track One
Expat Tax Compliance Cleanup
Many Americans abroad only learn about their U.S. filing obligations years after moving. If your non-compliance was non-willful, the IRS Streamlined Foreign Offshore Procedures may offer a penalty-mitigated path back into compliance.
- Streamlined Foreign Offshore Procedures — 3 years of amended or delinquent returns, 6 years of FBARs
- Carefully drafted Form 14653 non-willfulness certification — the narrative that carries your submission
- FBAR catch-up and delinquent international information returns (Forms 3520, 5471, 8938)
- Foreign pension, PFIC, and foreign mutual fund cleanup
- Ongoing annual expat compliance once you're current
Track Two
Plan B Advisory
For clients who want options — a second residency, a second passport, or a full exit — the tax consequences deserve as much rigor as the destination. We model the numbers before you commit.
- Second residency and visa pathway tax analysis — Portugal, Panama, Italy, Mexico, Greece, and beyond
- Ancestral citizenship strategy, including Greek and Italian descent claims
- Expatriation planning: covered-expatriate testing and exit tax modeling
- Estate, trust, and foreign inheritance integration — before assets cross borders
- Plan B Essentials: a fixed-fee starting-point assessment of your options
Why Gentry & Gentry
Depth where commodity expat firms stop.
Volume shops file forms. Cross-border lives involve inheritances, trusts, businesses, and family members with their own immigration status — and that's where we work.
Estate & trust expertise
Foreign inheritances, foreign trusts, and Form 3520 traps are core competencies here, not referrals out. If your cross-border situation touches an estate, you're in the right place.
The narrative matters
A Streamlined submission succeeds or fails on the quality of its non-willfulness certification. We treat Form 14653 as advocacy in writing — specific, documented, and defensible.
Coordinated, not siloed
We work alongside your estate attorney, investment advisor, and immigration counsel — and we refer out legal questions such as visa and green card decisions to qualified attorneys, so every part of your plan is handled by the right professional.
Who We Serve
Americans abroad, wherever life took you.
Our clients include retirees and remote business owners in Mexico, members of the Greek diaspora reconnecting with ancestral citizenship, and professionals across Europe, the Middle East, and Australia holding foreign pensions and investments that carry U.S. reporting obligations.
Every engagement begins with a confidential conversation and a written, fixed-fee proposal — you'll know the scope and the cost before we begin.
Common client situations
- Retired in Mexico unfiled returns & FBARs
- Living in Greece inheritance & Form 3520
- Greek or Italian descent ancestral citizenship
- Foreign mutual funds PFIC reporting cleanup
- Considering renouncing exit tax modeling
- Business owner abroad entity & treaty planning
How It Works
A structured path, in three steps.
Confidential consultation
We review your facts — years unfiled, accounts abroad, income sources, goals — and tell you plainly which path fits and whether you appear to qualify for the Streamlined procedures.
Fixed-fee proposal
You receive a written engagement with defined phases, deliverables, and fees. No hourly meters, no surprise invoices.
Phased execution
We prepare and file through secure channels, keep you informed at each phase, and close with a clear plan for staying compliant — or for the next step in your Plan B.
Questions We Hear Often
Straight answers on sensitive topics.
I haven't filed U.S. taxes in years. Am I going to be penalized?
It depends on your facts. Taxpayers whose failure to file was non-willful may qualify for the IRS Streamlined Foreign Offshore Procedures, which can significantly mitigate penalties — for those living abroad, the offshore penalty is generally waived under current procedures. Eligibility turns on your specific circumstances, which is exactly what we assess in the initial consultation. No outcome can be guaranteed.
What does the Streamlined process actually involve?
Generally: three years of amended or delinquent income tax returns, six years of FBARs, and a signed certification (Form 14653) explaining why your non-compliance was non-willful. The certification narrative is the heart of the submission, and it's where we invest the most care.
What is "Plan B" advisory, exactly?
It's structured tax planning for international optionality: analyzing the U.S. tax consequences of second residencies, ancestral citizenship claims, foreign property and investments, and — for some clients — eventual expatriation. We model scenarios before you commit, so decisions are made with numbers, not assumptions.
Do you handle the immigration or citizenship applications too?
No — we're a CPA firm, not a law firm. We handle the tax analysis and planning, and we coordinate with (or refer you to) qualified immigration attorneys for visa, residency, and citizenship legal work. That division keeps every part of your plan in expert hands.
I don't live in Oregon. Can you still help me?
Yes. U.S. federal tax and FBAR work isn't limited by where you — or we — sit. We serve clients across Mexico, Greece, Europe, and worldwide, meeting by video and exchanging documents through a secure client portal.
Take the First Step
The hardest part is the first conversation. Make it with a CPA.
Tell us where you are and what's keeping you up at night. We'll tell you, plainly, what your path forward looks like.
Schedule a Confidential ConsultationPrefer email? Write to us directly.