International Tax &
Financial Solutions
for Individuals
Virginia
WHAT WE DO
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
U.S. 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
​
-
Foreign Trust compliance (Form 3520 & 3520-A) and
tax planning
Exit Tax Services
(“Expatriation”)
-
Planning strategies to avoid or reduce the Exit Tax
-
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)
