US Tax CIS
your US tax team
About us
We are a trusted US tax advisory firm specializing in complex individual and cross-border tax matters. We help clients navigate reporting obligations, evaluate planning opportunities, and manage the tax implications of important personal and financial decisions.
Drawing on more than 25 years of experience and Big Four backgrounds, we have developed extensive expertise in multi-jurisdictional tax matters, international ownership structures, relocation planning, wealth transfers, and cross-border reporting. Our partners hold CPA and Enrolled Agent (EA) credentials and combine deep technical knowledge with extensive practical experience.
We view our role as more than assisting with a single project or compliance obligation. We build lasting relationships with our clients and support them throughout the lifecycle of their investments, businesses, relocation plans, and family wealth structures. By acting as a central point of coordination and working closely with legal, tax, fiduciary, and other advisers across jurisdictions, we help address complex international matters through solutions tailored to each client’s specific circumstances and long-term objectives.
How we can help
US Tax Matters We Can Assist With
US tax obligations may arise in more situations than many people expect. If you live in the United States, hold a green card or US passport, or have income, assets, or business interests connected with the US, we can help you understand what may need to be filed or reported and what should be planned in advance.
The examples below show common situations where we help clients understand the applicable US tax rules and determine the practical next steps.
01
You need to prepare and file your US tax returns
We help you understand what needs to be filed and prepare the relevant US tax returns, disclosures, and international reporting forms.
02
You have foreign accounts, assets, or a business outside the United States
If you hold foreign bank accounts, investments, companies, partnerships, trusts, or other assets outside the United States, we help identify what should be reported in the US and prepare the necessary forms and disclosures.
03
You are moving to or from the United States
We advise on how moving to or from the United States may affect your taxes, what should be planned before the move, and what steps may be needed if you are giving up US tax residency.
04
You are not a US citizen or resident, but have income, assets, or investments connected with the United States
We help you understand when US tax rules may apply to your US-source income, US real estate, bank or brokerage accounts, investments through LLCs, partnerships, foundations, and other US-connected structures.
05
You received an inheritance or gift, or are planning to transfer assets
We advise on the tax and reporting implications of gifts, inheritance, and family wealth transfers, including cross-border situations, and assist with the preparation of the required tax filings and disclosures.
06
You are thinking about setting up a trust, a family holding structure, or another long-term way to hold your assets
We help evaluate available structuring options, explain the tax implications of trusts and other holding vehicles, and design structures aligned with your family, succession, asset protection, and tax planning objectives.
07
You need to correct prior tax filings or catch up on missed reporting
We assist with amended returns, previously unfiled tax returns, and available disclosure procedures designed to restore compliance with US tax requirements.
08
You received a notice or inquiry from the IRS or a state tax authority
We help assess the issue, prepare responses and supporting documentation, and assist with communications with the relevant tax authorities.
09
You worked for a US company or received stock options or equity compensation
We advise on the US tax treatment of employment income, stock options, restricted stock, and other equity compensation, including situations where you live or work outside the United States.
10
Your child was born in the United States or holds a US passport, and you are unsure what this means for your family
We help you understand potential US tax filing and reporting obligations, even if the child lives outside the United States.
Don’t see your situation listed?
Tax matters are rarely standard, especially when they involve cross-border situations. Tell us about your situation – we will determine the applicable requirements and recommend the most appropriate way to assist you.
What clients can expect
Our Approach
01
International Tax Expertise
Our experience allows us to work with complex situations involving multiple jurisdictions, foreign assets, investments, and international ownership structures. Where needed, we coordinate with trusted advisers in other jurisdictions to provide a seamless solution.
02
Long-Term Strategic Focus
We look beyond the immediate engagement and help clients navigate tax questions that arise over time in connection with their investments, businesses, relocation plans, and family wealth structures.
03
High Professional Standards and Personal Involvement
We combine Big Four experience with the flexibility of a boutique practice, offering technical expertise, attention to detail, and direct involvement of experienced professionals throughout the engagement.
04
Centralized Coordination
We coordinate with lawyers, accountants, fiduciary providers, trustees, and other advisers across jurisdictions, helping clients manage complex international matters through a single trusted adviser.
05
Customized Solutions
We recognize that no two situations are the same. Our recommendations are designed around each client’s specific circumstances, objectives, family structure, and long-term plans.
Our Services
US tax rules are complicated, and handling both international reporting and local tax requirements is more challenging than ever. Our US Tax CIS team brings clarity to complexity. With a focus on High-Net-Worth clients, we offer fully customized tax solutions – from planning and structuring to ongoing compliance.
US Tax Compliance Services
- Individual Tax Reporting Services
- Foreign Assets, Gifts, and Inheritance
- Additional Forms & Compliance Support
US Tax Advisory Services
- Pre-Immigration Tax Planning
- Tax Planning for Gifts, Inheritance, and Wealth Transfer
- US Tax Residency Termination Advisory
- Investment Structuring with US Tax Considerations
- Trust Structuring Advisory
- Business Structuring
