Over 12 Years Experience

International & Cross-Border Tax Review Required Before Engagement

Cross-border tax matters involve complex reporting, compliance exposure, and potential penalties.

Complete this review form so we can assess your situation before scheduling a strategy consultation.

Please Read Before Proceeding

International tax matters may involve:

• Foreign bank reporting (FBAR)

• FATCA disclosures

• Form 5471, 5472, 8865 reporting

• Treaty positions

• Transfer pricing exposure

• Foreign corporate ownership

• Multi-country income allocation

• Penalties for non-compliance

This review is required to determine eligibility for consultation and scope of engagement.

This review is appropriate for:

• U.S. citizens living abroad

• U.S. Green Card holders with foreign income

• Foreign nationals owning U.S. LLCs

• U.S. persons owning foreign corporations

• Businesses operating across borders

• Individuals with foreign bank accounts

• Taxpayers with unfiled international reporting

If your situation is purely domestic, please return to our standard tax preparation services page.

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What Happens Next

After Submission

  • We review your responses internally.

  • We assess complexity and compliance exposure.

  • If appropriate, you will receive an invitation to schedule a strategy consultation.

  • Following consultation, a formal proposal and engagement terms will be provided.

Not all submissions qualify for engagement.

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  • Transparent tracking through your affiliate dashboard

  • Ethical, compliance-first operations

We value long-term partnerships—not one-off traffic.

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Additional services may be added over time based on performance and demand.

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