Overview
Cross-border tax is where small oversights become expensive penalties. We integrate US rules with your non-US facts—foreign accounts, foreign entities, treaty benefits, and credits—into one clear strategy that stays audit-ready.
What you can expect
- FBAR and FATCA / Form 8938 analysis with filing coordination
- Treaty-based positions and foreign tax credit optimisation
- Transition planning for expats, repatriation, and NRI investors
- Clear documentation for banks, regulators, and counterparties who ask “who owns what?”
How we deliver
Fact pattern & risk map
We chart residency, entity structure, and account/reporting thresholds so nothing is missed before the first form is prepared.
Integrated modelling
US and foreign obligations are modelled together—avoiding double tax where treaties allow and surfacing true cash tax cost.
Execution & ongoing monitoring
Filings, elections, and disclosures are executed as a set; we flag when life events trigger new reporting or planning windows.