U.S Tax Return Filings
We specialize by helping our clients to prepare U.S. individual income tax returns for U.S. expatriates, foreign inpatriates relocating to the U.S., and U.S. citizens employed by international organizations, including retirees who are entitled to receive tax reimbursements.
We also focus on applying foreign tax treaties, maximizing the foreign tax credit, and structuring reimbursements to reduce or eliminate double taxation while keeping clients fully compliant with U.S. reporting obligations.
Core services
• Expatriate tax return preparation — Form 1040, Form 2555 (foreign earned income exclusion) analysis, and state residency planning.
• Inpatriate tax return preparation — U.S. tax filing for foreign nationals moving to the U.S.; treaty position evaluation and withholding guidance.
• Foreign tax treaty analysis — Determine treaty benefits, prepare treaty-based return positions, and draft treaty disclosure statements when required.
• Foreign tax credit (FTC) optimization — Compute FTC limitations, allocate income and foreign taxes, and advise on carryback/carryforward strategies.
• International organization employees and retirees' reimbursements — Prepare forms to request tax reimbursements based on each international organization tax reimbursement policy and advise retirees on ongoing reimbursement tax treatment and calculations.
• Cross-border reporting compliance — FBAR, FATCA (Form 8938), and other disclosure filings to avoid penalties.
• Tax Equalization/Settlement calculations and policy reviews
• Audit support and controversy — Representation and documentation support for treaty claims, FTC positions, and reimbursement issues.
We proudly also support the Hispanic community—individuals, families, and small businesses—by offering expert tax, payroll, and bookkeeping services delivered by a native‑Spanish‑speaking team. Our culturally attuned approach makes it easier for clients to understand their obligations and stay complaint.
Payroll
Our firm can provide streamlined payroll support that ensures employees are paid accurately, employer obligations are met, and cross‑border assignments are properly tracked.
Core services
Payroll Processing and Compliance:
• Coordinating with payroll providers to ensure accurate wage calculations
• Recording payroll entries, benefits, and deductions in the accounting system
• Reconciling payroll reports with financial records
• Tracking payroll liabilities and preparing data for tax filings
Employee and Contractor Support
• Maintaining employee payroll files
• Managing onboarding data for new hires
• Preparing compensation summaries for employees and contractors
Shadow Payroll Services for International Assignments
• Coordinating with global mobility teams to track compensation for expatriates and inpatriates
• Calculating hypothetical tax withholdings for host‑country reporting
• Preparing shadow payroll reports to ensure compliance with host‑country tax rules
• Reconciling home‑country and host‑country payroll data
• Supporting tax equalization and assignment‑related adjustments
Year‑End and Reporting Support
• Preparing payroll summaries for tax preparers
• Assisting with W‑2, 1099, and year‑end reconciliation
• Providing payroll data for audits or compliance reviews
Bookkeeping services
We can provide streamlined payroll support that ensures employees are paid accurately, employer obligations are met, and cross‑border assignments are properly tracked.
Core services
• Recording and categorizing income and expenses
• Bank and credit card reconciliations
• Accounts payable and receivable tracking
• Basic payroll entry and reconciliation
• Monthly financial statements
• Sales‑tax data preparation
• Fixed‑asset and depreciation tracking
• Year‑end support for tax preparers
• Setup and training on cloud accounting systems