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International Tax &
Financial Solutions
for Individuals



International Organization 
Employees & Retirees 
Tax Services

  • U.S. tax return services and financial consultancy for U.S. citizens/green card holders and G-4 visa holders

  • Pre-retirement tax planning; including tax and financial advice of obtaining a green card


  • Pre-retirement financial advice regarding pension lump-sum distributions 


  • Joint income tax return advice  (6013(g) election/ revocation)


  • G-4 visa holder pre-immigration planning

  • G-4 visa holder sale of U.S. real estate advice (10%/15% “FIRPTA” withholding tax recovery)


  • G-4 visa holder estate tax planning

  • G-4 visa holder college tuition planning

  • G-4 dependent spouse tax planning

Int'l Org US Expatriate Tax Services (U.S.
Citizens Working Abroad)

  • U.S. tax return services and financial advice

  • Pre-departure tax
    and financial advice

  • Foreign Earned Income Exclusion election (Form 2555)

  • Foreign Bank Account Reporting (FBAR)

  • Reporting of Specified Foreign Financial Assets (Form 8938)

  • IRS Offshore Tax Amnesty Program advice: Foreign Streamlined Program Domestic Streamlined Program

  • Tax planning to avoid or reduce double taxation

  • State & local tax planning to reduce or eliminate taxation while living abroad

Exit Tax Services

  • Calculation of worldwide net worth and average five-year tax liability


  • Calculation of present value of foreign and international organization defined benefit pension plans

  • Review of prior five year tax returns
    for verification of full tax compliance


  • Referral to a immigration attorney for advice on relinquishment of U.S. citizenship or green card

  • Preparation of final U.S. resident tax return and preparation of Expatriation Statement (Form 8854)

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