Personal Tax Planning & Filing
Form 1040 and related schedules, plus gift and estate tax returns. Year-round planning, not just April filing.
Individual Services
Tax planning, filing, and cross-border compliance for individuals and families — whether you live in the U.S., abroad, or have one foot in each.
Foreign Asset Reporting
FBAR (FinCEN 114), FATCA (Form 8938), and worldwide income reporting for U.S. tax residents with assets held abroad.
U.S. Expat Compliance
U.S. citizens and green-card holders abroad: foreign earned income exclusion, foreign tax credit, and streamlined filing.
U.S. Immigrant Tax
F1, J1, OPT, H1B, L1, and other visa holders: residency determination and treaty positions to maximize your refund.
Planning a move to or from the U.S.? See Cross-Border Advisory. Need an ITIN? Visit our ITIN service.
Specialty Practice Areas
Crypto and inheritance — done right.
Cryptocurrency
Crypto tax done right — by accountants who've been in this space since 2015.
- •Capital gains and loss reporting across exchanges and wallets
- •Staking, mining, airdrops, and NFT income
- •Foreign exchange holdings and FBAR considerations
Inheritance & Estate
Estate, inheritance, and nominee returns — including the IRS Transfer Certificate required to release U.S.-situated assets to non-U.S. beneficiaries.
- •Estate tax return preparation and valuation coordination
- •IRS Transfer Certificate (Form 706-NA) for non-U.S. beneficiaries
- •Coordination with executors, banks, and brokers
Why Individuals Work With Us
More than a return — a full cross-border picture.
Global by default
Foreign income, foreign assets, and treaty positions are our day job, not a side specialty.
The specialty work in-house
Crypto, expat compliance, ITIN, immigrant tax, inheritance with Form 706-NA — all handled in the same firm.
Multi-jurisdiction filing
Federal, multi-state, FBAR, FATCA, and treaty filings — coordinated as one return, not bolted on.
Let's get your return right.
Book a free consultation — we'll review your situation and tell you exactly what we'd do.