U.S. tax for individuals and families.
U.S. tax work for individuals and families whose lives cross a border — Americans living in Europe, and people who have moved to the United States with income or assets left behind. We handle the federal filings that come with that, and explain what each one is for.
Living abroad rarely simplifies a tax position. Income can arise in one country, savings sit in another, and each side has its own view of what should be reported where. Our work with private clients starts by mapping that picture before any form is opened.
Most of the value is in the conversation before the return — understanding the situation properly is what keeps the filing straightforward.
From there we prepare the federal filings the situation calls for, review what has been filed in previous years, and flag anything that looks worth a closer look. Where a position is genuinely open to interpretation, we say so rather than deciding it quietly on your behalf.
You work with the same advisor throughout, so the context does not have to be rebuilt each year.
Where private client work usually starts
Annual federal return
The federal income tax return most private clients come to us for. We prepare it, and we go through the supporting positions with you rather than simply returning a finished PDF.
Foreign bank account report
The separate report covering accounts held outside the United States. We work out whether it applies to you, gather what is needed, and file it alongside the return.
Catching up on past years
For people who discover a filing obligation they were unaware of. We look at the history first and set out the routes available before anything is submitted.