Who We Serve · Worldwide
Beyond our Canada and Asia core, we act for US taxpayers everywhere — and for US-resident clients whose assets, businesses or families reach abroad. If a matter touches the US international tax rules, it is inside our practice.
Who This Is For
Europe, the Middle East, Latin America, Oceania — the rules that follow US citizens abroad are the same everywhere, and so is our work: the annual return, the account reporting, and the planning between them.
You live in the US, but your money does not all live there with you. Foreign accounts, rental property abroad, an inheritance from overseas, a stake in a family company — each carries its own US reporting, often on your existing return.
US securities, US real estate, US business interests, or family members in the States. We advise on the US filings non-residents actually have — and the withholding and estate tax exposure many never hear about until it is expensive.
Lawyers, trustees and wealth managers outside the US regularly discover a US person in the structure. We act as the US tax specialist alongside your existing advice, scoped to the US questions only.
Scope
Engagements are remote-first and scoped in writing — wherever you are, the process is the same.
Discuss your situationInsights
Foreign trusts — and arrangements the US treats as foreign trusts — carry some of the steepest automatic penalties in the tax code, and they reach inheritances, gifts and pension plans ordinary families never thought of as trusts.
Read articleNon-US founders and investors love the Delaware LLC — easy to form, cheap to run, and often tax-free. What the formation websites omit: an annual Form 5472 filing with a US$25,000 penalty for silence.
Read articleUS persons who own foreign corporations — a Hong Kong limited, a Canadian CCPC, a Singapore Pte Ltd — face Form 5471 reporting and the CFC anti-deferral rules. What triggers the filing, what it costs to miss, and the elections that help.
Read articleFAQ
Yes. US tax obligations are defined by US law, not by where you or we sit, and the practice is built to work remotely — secure document exchange, video consultations, and electronic filing. Our entities in Hong Kong and Canada anchor our two core regions; the work itself serves clients worldwide.
Because the international rules attach to assets, not addresses. A foreign brokerage account, a property abroad, an inheritance from a non-US relative, or shares in a family business overseas can each add filings to an otherwise ordinary US return — filings many domestic preparers rarely see.
An initial consultation by video call, a written scope and fee, a secure portal for documents, and review meetings before anything is filed. The only difference from a local accountant is that ours is a specialist practice — and there is no office commute.
Yes. Expatriation has its own tax regime — the covered expatriate tests, the exit tax, and Form 8854 — and the outcome depends heavily on the state of your filings beforehand. We bring clients fully compliant first, then model and prepare the expatriation itself.
Work with us
Wherever you are, the first step is the same: tell us your situation, and we will tell you what the US side requires.