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Tax · Primary practice

Cross-border tax, handled with the same care as everything close to home.

We plan and file for founders, owners, and globally-mobile individuals — from expat and foreign-national returns and treaty positions to R&D credits and multi-state nexus. One licensed CPA for whatever side of the border you’re on.

or call (703) 656-6224

Three situations, one CPA who has seen them before.

Founders & startups

Pre-formation through priced rounds — equity comp, 83(b) elections, R&D credits, and the filings a fast-moving cap table creates.

Owners & established SMBs

Multi-entity and multi-state businesses that want proactive planning, clean compliance, and a senior person who returns the call.

Cross-border individuals & foreign nationals

U.S. citizens abroad, inbound founders, and dual-status filers who need treaty positions and foreign reporting done right.

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Cross-border & international tax

Borders make tax harder — two systems, two sets of forms, and real penalties for getting the reporting wrong. This is core work for us, not a referral out. We take the position, file the disclosures, and explain the trade-offs in plain English.

Expat & foreign-national filings

U.S. returns for citizens abroad and inbound filers — FEIE, foreign housing, and dual-status years.

Treaty positions

Reading the right treaty so income is taxed once, not twice — with the disclosures to back it up.

FBAR, FATCA & foreign reporting

FinCEN 114, Forms 8938, 5471, 8865 and the rest — accurate, on time, penalty-aware.

Inbound / outbound structuring

Holding-company and entity choices for moving people, IP, or capital across borders.

Residency & expatriation

Substantial-presence and treaty tie-breakers, and exit-tax planning for those giving up status.

Foreign tax credits & relief

Form 1116/1118 and double-tax relief so you’re not paying the same dollar twice.

Also core

Domestic, startup & owner tax

The bread-and-butter for most founders and owners — done proactively, year-round.

Entity & equity strategy

The right structure for your stage, plus equity comp and 83(b) timing that won’t bite later.

R&D tax credits

Documenting qualified research so the credit holds up — federal and state.

QSBS / §1202

Qualifying, tracking, and protecting the §1202 exclusion from formation onward.

Multi-state nexus

Where you owe, where you don’t, and apportionment that survives a notice.

Year-round planning

Quarterly estimates and decisions made before December — not discovered in April.

Business returns

Federal and state business returns — 1120, 1120-S, and 1065 — in every state where you have a filing obligation, with quarterly estimates so the tax bill isn’t a year-end surprise.

Individual & owner returns

Form 1040 and the state returns that go with it — the business and the people who own it, filed in step rather than in two silos.

Also core

When the IRS or the state writes.

A notice, an audit, or a balance-due letter doesn’t have to be faced alone. Led by a licensed CPA, we can act as your power of attorney before the IRS — and state agencies where we’re authorized — and handle the back-and-forth directly, including the foreign-reporting penalty cases that come with cross-border life.

Notices & assessments

We read the letter, work out what’s really being asked, and respond on time — so a small notice doesn’t become a bigger problem.

Audit representation

We act as your power of attorney for federal exams — and state exams where we’re authorized — handling the agency’s questions and meetings so you’re not facing them alone.

Liens, levies & collection

Installment agreements and collection alternatives when there’s a balance to resolve.

Penalty relief & getting current

Penalty abatement and back-year filings — including FBAR catch-up and, where the facts support it, streamlined filings for those who fell behind abroad.

Need a valuation too?

We also do defensible 409A, business, and M&A valuations — handy when a cross-border restructuring or a round changes what your equity is worth.

Simple, fixed-scope, no surprises.

01

Free consultation

A 30-minute call. We map your situation — including any foreign income, accounts, or moves — and flag what’s worth pursuing.

02

Clear plan & quote

A fixed-scope plan covering both sides of the border, with transparent pricing before any work begins.

03

We file & plan ahead

Filings, foreign reporting, and proactive advice through the year — not a once-a-year scramble.

Cross-border tax, answered.

Almost certainly yes — U.S. citizens and green-card holders file on worldwide income regardless of where they live. The good news is that the foreign earned income exclusion, foreign tax credits, and treaty provisions usually mean little or no U.S. tax owed. The filings still have to happen, though, and missed foreign-account reports (FBAR/FATCA) carry steep penalties. We get you current and keep you that way.
They’re two separate foreign-account regimes with different thresholds and forms. FBAR (FinCEN Form 114) covers foreign financial accounts over an aggregate threshold; FATCA (Form 8938) is filed with your return and has higher, residency-dependent thresholds. Many people owe both. We’ll figure out which apply during the consultation.
Yes — inbound and outbound moves are core work. That spans residency start/end dates, treaty tie-breakers, entity and holding-company structure, equity comp across borders, and exit-tax exposure for those giving up U.S. status. We plan it before the move when we can, and clean it up when we’re brought in after.
Yes. Cross-border is our specialty, but domestic, startup, and owner tax is core work too. This work doesn’t require any foreign exposure — we handle R&D credits, §1202/QSBS, equity comp, and multi-state nexus for purely domestic founders too.
Bring it to us. Led by a licensed CPA, we can act as your power of attorney before the IRS — and state agencies where we’re authorized — answering notices, handling the exam, and sorting out penalties or a balance due. You don’t face the agency alone, and foreign-reporting penalty letters, the kind that follow people across borders, are right in line with the cross-border work we specialize in.
Bespoke and case-by-case — there’s no price list, because no two cross-border situations are alike. You get a fixed-scope quote before any work begins, and no hourly meter running in the background. The free consultation is how we get to that quote.
No — and you should be wary of anyone who does. What we can do is take well-supported positions, claim the credits and exclusions you’re entitled to, and file everything correctly so you’re not overpaying or exposed to penalties.
A licensed CPA for cross-border founders & owners

Let’s talk taxes — and what your business is worth.

Cross-border tax, clean books, and defensible valuations — one licensed CPA, start to finish. Tell us what you need and we’ll reply within one business day.

A green passport, boarding pass and fountain pen on a wood desk
Cross-border tax Expat filings · treaties · FBAR/FATCA
A laptop showing a financial dashboard beside a stack of receipts
Bookkeeping Clean books, kept current
Hands working at a laptop beside a notebook and coffee
Founders & owners Proactive planning & filing
Two people shaking hands across a meeting table
Valuation 409A · M&A · succession