FAQ.

Yes — U.S. citizens and Green Card holders must file a U.S. return on their worldwide income regardless of where they live, once they meet the filing threshold. Treaty provisions and exclusions often reduce the tax to zero, but the filing obligation remains.

The FBAR (FinCEN Form 114) reports your non-U.S. bank and financial accounts. It is required when the combined highest balances of all your non-U.S. accounts exceeded $10,000 at any point in the year.

The Streamlined Filing Compliance Procedures let non-willful late filers catch up penalty-free: typically 3 years of returns and 6 years of FBARs, with a certification of non-willfulness. We handle the full package.

Often, yes. Many situations don’t create an actual tax liability, but a filing can still be required — especially common in international and cross-border cases.

Even if someone is not a U.S. citizen and not U.S. resident, U.S. estate tax may apply if they own U.S.-situated assets, such as U.S. real estate or securities of U.S. companies.

Estate tax uses a different concept than income tax. A person can be treated as resident for estate tax based on U.S. domicile, even if they are not a resident for U.S. income tax purposes — or vice versa.

Every service has a flat fee, agreed before we start. The Price Estimate tells you the exact amount for your situation — no hourly billing, no surprises.

Through our secure client portal. Upload your documents electronically; we confirm what’s needed for your situation after the intake.

Within one business day — for new inquiries and for questions from existing clients alike.