U.S. Expat Tax Expertise for Individuals, Wherever Life Takes You
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Individual Tax Services



Individual Tax Services Overview

Whether you’re living abroad, relocating for work, or earning U.S. income from overseas, our team specializes in individual tax solutions tailored to your global lifestyle. From standard returns to complex international disclosures, we bring clarity, accuracy, and deep expertise to every filing. With over a decade of experience and clients in more than 50 countries, we simplify compliance and give you peace of mind—no matter where you call home.

Individual Tax Services


Crypto & Digital Asset Reporting
Accurately report cryptocurrency transactions, DeFi interest, NFTs, and other digital-asset activity—covering Form 8949, Schedule D, and any related FBAR/FATCA disclosures.

Foreign Trust & Gift Reporting
Forms 3520 and 3520-A for reporting foreign trusts, large gifts, and inheritances.

PFIC Reporting (Form 8621)
Passive Foreign Investment Company disclosures

Foreign Entity Ownership Reporting
Forms 5471, 8865, and 8858 for U.S. owners of foreign corporations, partnerships, and disregarded entities.

FATCA Asset Reporting (Form 8938)
Disclosure of specified foreign financial assets filed alongside your 1040.

FBAR Reporting (FinCEN 114)
Annual report of foreign bank & financial accounts (up to 5 accounts, with add-on blocks as needed).

Nonresident & Dual Status Filers
Form 1040-NR or combined 1040/1040-NR for mid-year arrivals, departures, and treaty-benefit claims.

Streamlined Filing Compliance Procedures
Fallen behind on your U.S. taxes abroad? We’ll help you get back on track penalty-free through the IRS Streamlined Filing program.

Federal, Amended, and State Tax Return Preparation
Comprehensive, compliant U.S. tax return preparation—whether you’re filing on time, amending past years, or catching up with state obligations.


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