Services We Offer
EXPATRIATION and RELOCATION ABROAD
When US Citizens and Residents want to expatriate, we work with them to develop a plan for expatriation including, renouncing, I-407, 8854, Covered Expatriate, & Exit Tax.
a team to LEAD your global Transition
Are you seeking front-end and back-end support for your move overseas? Expatriation, Exit Tax, Reinvestments, Citizenship and Financial Planning, Real Estate and More.
We work with individual taxpayers who are out of compliance for FBAR, FATCA, foreign mutual funds, trusts, entities, stocks, real estate, and other assets.
EXPAT TAX COMPLIANCE
If you are a current or form U.S. Citizen or other United States Person who is out of tax compliance, we can assist you with international tax disclosure and compliance.
foreign citizenship planning
If you are considering relocating overseas, there are many tax, financial, and lifestyle decisions to consider before jumping in. We can help you evaluate your options.
OTHER INTERNATIONAL Compliance ISSUES
Not every international tax problem can fit neatly into one specific category. Sometimes our team is able to assist with related offshore and global tax compliance.
Schedule Your Confidential Reduced-Fee Consultation with a Board-Certified Tax Law Specialist
930 Roosevelt Avenue, Suite 321, Irvine, CA 92620