Tax Preparation & Filing

Filing made effortles.

Accurate, on-time U.S. tax preparation for individuals, businesses and globally mobile families — with cross-border expertise built in.

Overview

Cross-border tax filing, done right.

Living or working across borders adds complexity to every tax season. Our team handles the entire process — from documentation review and treaty analysis to e-filing and IRS correspondence — so you can focus on running your life and your business.

What's included

A complete filing service

Every engagement covers the documents, forms and cross-border touchpoints that matter — handled by advisors who file these returns every day.

Personal Tax Returns

Form 1040, 1040-NR and all required schedules for U.S. citizens, residents and non-residents.

Business Tax Returns

1120, 1120-S, 1065 and Schedule C filings for LLCs, C-Corps, S-Corps and partnerships.

FBAR & FATCA Reporting

FinCEN 114 and Form 8938 compliance for foreign accounts and assets.

State & Local Filings

Multi-state nexus analysis and accurate state income, franchise and sales tax filings.

Extensions & Amendments

Strategic extensions, prior-year amendments and IRS notice responses handled end-to-end.

Foreign Tax Credits

Maximize FTC, FEIE and treaty positions to avoid double taxation.

How it works

From documents to e-file in four steps

01

Document Intake

Securely upload your documents through our encrypted portal.

02

Review & Analysis

Our advisors review your situation and flag planning opportunities.

03

Preparation

We prepare your returns and walk you through every line.

04

E-File & Confirm

Approved returns are e-filed and acknowledgements delivered.

Ready to launch in the U.S.?

Let’s talk about your business goals and how we can help you enter the U.S. market the right way.