We help global families pay less tax, avoid penalties, and protect their assets — without breaking the law.

The retired American in France

After forty years in Paris, a retired American teacher received a letter from her bank asking her to certify her tax status. She had never filed a US return since moving abroad — she thought her modest French pension was too small to matter. It wasn't. We walked her through the streamlined disclosure process, resolved the reporting gap with no penalty, and helped her understand how her US citizenship interacts with French retirement and estate rules going forward.

The green card holder with property back home

A permanent resident from India had lived and worked in the US for eight years. He also had a rental property and family bank accounts in Mumbai. His CPA had filed his US returns for years without ever asking about them — because he had never mentioned them, and the CPA never asked. When we pulled the full picture together, we identified compliance gaps that needed cleaning up, a foreign tax credit position that was reducing his US bill correctly for the first time, and an estate planning issue that would have created serious problems for his children.

The visa-holder considering going home

A tech worker on an L-1 visa had spent five years in California and was planning to return to Germany. He assumed his tax obligations would simply end when his visa ended. They would not — his exit from the US tax system involved treaty positions, stock option treatment, and a decision about whether to keep or close his US brokerage accounts. We built the exit plan around what he actually wanted his post-US financial life to look like, not what would have happened by default.

The dual-citizen family

A married couple came to us with a common but unrecognized problem: one spouse was a US citizen by birth, the other was not, and they had been filing joint US returns for fifteen years. The joint filing had been costing them tens of thousands of dollars in unnecessary US tax on the non-US spouse's income. We restructured their filing approach, reviewed prior years for amendment opportunities, and put a plan in place for their children — one of whom held US citizenship and did not know it.

The foreign inheritance nobody asked about

A US citizen inherited a substantial estate from a parent in Portugal — a family home, some accounts, and a share of a small business. Neither the executor abroad nor the local advisor mentioned US tax implications, because they had no reason to know them. The client came to us after a Form 3520 filing deadline had already been missed. We addressed the missed filing under reasonable cause, structured the inheritance to minimize ongoing PFIC exposure from the inherited accounts, and got the family business share into a form that would not create annual reporting nightmares.

The business owner with cross-border exposure

A US-based business owner had gradually built operations in three countries. His domestic CPA handled the US corporate return well but had no framework for the foreign entities, the foreign accounts, or the transfer pricing between them. What looked like a $500,000 tax problem on the surface turned out, once properly analyzed, to be closer to a $75,000 tax problem with a substantial refund opportunity for prior years. We now handle the whole picture — US, foreign, entity-level, and personal — as a single coordinated engagement.