U.S. tax expertise for lives and businesses that cross borders.
Whether you're an American abroad catching up on U.S. filings — or an international founder building a U.S. company — one CPA firm handles the strategy, the compliance, and the filings. Fixed fees, no surprises.
Schedule a Confidential Consultation Explore Our ServicesCrossing the border in either direction, we've got you.
Every engagement is scoped, fixed-fee, and handled directly by a CPA — whether you're leaving the U.S. tax net or entering it.
Expat Tax Cleanup & Plan B Advisory
Catch up on U.S. tax and FBAR filings through the IRS Streamlined procedures — then build a considered Plan B: second residency, ancestral citizenship, and expatriation planning.
- Streamlined Foreign Offshore Procedures & Form 14653 narratives
- FBAR catch-up and delinquent international information returns
- Second residency, ancestral citizenship & exit tax modeling
- Ongoing annual expat compliance
US Entity Formation & Accounting Packages
Form your U.S. company the right way — then keep it compliant with monthly accounting, annual Form 5472 filings, and CFO-level advisory, all under one fixed monthly fee.
- Wyoming, Delaware & Florida entity formation with EIN
- Annual Form 5472 + pro forma 1120 — the $25,000-penalty filing, covered
- Monthly bookkeeping, sales tax & payroll coordination
- Fractional CFO support as you scale
Depth where commodity firms stop.
Cross-border is the specialty, not a sideline
Foreign trusts, PFICs, treaty positions, Form 5472, exit tax — the hard parts of international tax are our core competencies, not referrals out.
Fixed fees, in writing
Every engagement begins with a written, fixed-fee proposal. You know the scope and the cost before we begin — no hourly meters, no surprise invoices.
Coordinated, not siloed
We work alongside your attorneys, advisors, and home-country accountants — and refer legal questions to qualified counsel — so every part of your plan is in expert hands.
A structured path, in three steps.
Confidential consultation
We review your facts and goals, and tell you plainly which path fits — whether that's a Streamlined submission, a Plan B analysis, or a U.S. entity structure.
Fixed-fee proposal
You receive a written engagement with defined phases, deliverables, and fees before any work begins.
Phased execution
We prepare and file through secure channels, keep you informed at every phase, and close with a clear plan for what comes next.
The hardest part is the first conversation. Make it with a CPA.
Tell us where you are and where you're headed. We'll tell you, plainly, what your path forward looks like.
Schedule a Confidential Consultation