Our Services

U.S. Tax Compliance

We offer a range of tax consulting and compliance services, including assisting with tax compliance for businesses and individuals, identifying tax credits and deductions, and helping businesses optimize their tax structure. We handle all aspects of tax compliance, including preparing and filing tax returns, responding to IRS audits, and negotiating with tax authorities on behalf of our clients.

International Tax Planning & Consulting

In this day and age, it is almost impossible to be a business and not have some level of international activities, whether it is sales to foreign customers, employees traveling abroad, foreign currency risk, importing raw materials, or some other international activities. We are prepared to help you capitalize on these growing opportunities.  We have deep experience with both inbound and outbound activities.  Whether it is tax reform or the normal evolution of your business, we’ll show you how to plan for the constantly changing tax rules and customize your tax planning strategy to fit your needs.

Tax Accounting and Provision Services (ASC 740)

We help businesses prepare accurate, well-supported income tax provisions and navigate the complexities of ASC 740. Our services include calculating deferred tax assets and liabilities, evaluating the financial statement impact of tax law changes, and supporting tax-related disclosures and audit requests.

Section 250 and FDDEI Studies

The FDDEI deduction (formerly known as “the FDII deduction”) provides a significant tax benefit to corporations that are serving foreign markets, whether it is sales of a product, licensing of an intangible, or a service. The calculation can be rather complex. In order to maximize your benefit, we recommend completing a full analysis so nothing is left on the table. The deduction needs to be fully documented and substantiated with support. A FDDEI study report will provide all of the support you will need to be able to claim the deduction.

Voluntary Disclosure

Many businesses and individuals run into the situation where they discover that they unwittingly failed to report foreign assets, transactions, or income.  The penalties for failure to report income are significant.  The penalties for failure to disclose informational data can be just as high if not higher.  Thankfully, the IRS has provided a number of programs and procedures to encourage taxpayers to come forward and come into compliance.  For certain taxpayers, the best option may be to go through the Delinquent FBAR Procedures or the Delinquent International Information Return Procedures.  Not all taxpayers qualify for these simplified procedures.  Some may need to go through the Streamlined Filing Procedures or even the Voluntary Disclosure Program. 

Each one of these have different penalties associated with them and depending on what country you are in and various other considerations, you may not have any taxes or penalties due.  When coming into compliance, it is very important to make sure that everything is done correctly and that you have entered the right program.  Taxpayers should only ever go through a voluntary disclosure process with a CPA or attorney with extensive experience in this area.  We have taken many taxpayers through this process and can help you come into compliance so you can have peace of mind.

Global Mobility Planning

For multinational businesses, you may have employees relocating all over the world. Each one of those assignments has its own tax consequences. Let us help your business and HR team develop and implement a tax equalization policy, educate your employees on worldwide taxation, and comply with their US tax obligations.

When starting a business in the US, the best course of action is to make sure the business is properly structured to maximize tax efficiency from day one. First we would gather a better understanding of your existing business and structure, as well as your planned intercompany transactions and repatriation goals. In conjunction with your local tax counsel, we would analyze the available tax treaties and structures to develop a plan in line with your goals from both a domestic and international standpoint.

As a result of globalization, many taxpayers find themselves having taxable estates in more than one jurisdiction. Without any planning, the results can be quite disastrous.  We have seen firsthand the stress that loved ones go through upon a premature death and the surprising tax consequences when there was no planning.  One of the best things you can do for your family when they are facing the loss of their loved ones is to make sure that taxes aren’t on their mind.  With a little bit of planning, we can reduce your taxable estate and utilize the available tax treaties to mitigate or avoid double taxation.