International Tax
International reporting map
Cross-border work is mapped by accounts, assets, entities, trusts, investments, filing history, and penalty-sensitive facts.
Residency and filing history
Review citizenship, green-card status, time abroad, state ties, prior filings, missed years, extensions, and available records before selecting a return approach.
Income and exclusions
Coordinate wages, self-employment, business income, pensions, investments, rental income, foreign earned income exclusion signals, housing items, and foreign tax credit alternatives.
Foreign account and asset reporting
Screen FBAR and Form 8938 exposure, foreign pensions, foreign insurance, securities accounts, signature authority, and jointly held accounts.
This page is educational and is not tax, legal, accounting, investment, insurance, or other professional advice. Client-specific work requires written scope and review by qualified professionals. Legal representation, privilege, litigation strategy, and regulated services are provided only by properly licensed or registered counsel, affiliates, or other professionals where included in scope. International filings, treaty positions, residency conclusions, voluntary disclosure, willfulness, and penalty remediation may require specialist tax review and qualified counsel. Use public forms only for non-sensitive triage. Do not submit tax returns, notices, account statements, identification documents, privileged communications, or other sensitive records through public forms; secure portal review begins only after qualification and written scope.
Entity and investment complications
Identify foreign corporations, partnerships, disregarded entities, trusts, PFIC funds, and employer equity that can move the matter beyond simple expat preparation.
Correction and counsel review
Late or missed filings should be triaged for penalties, reasonable cause, streamlined procedures, and willfulness-sensitive facts before any corrective action is taken.