International Tax &
Financial Solutions
for Individuals
Virginia
WHAT WE DO
International Organization
Employees & Retirees
Tax Services
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U.S. tax return services and financial consultancy for U.S. citizens/green card holders and G-4 visa holders
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Pre-retirement tax planning; including tax and financial advice of obtaining a green card
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Pre-retirement financial advice regarding pension lump-sum distributions
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Joint income tax return advice (6013(g) election/ revocation)
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G-4 visa holder pre-immigration planning
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G-4 visa holder sale of U.S. real estate advice (10%/15% “FIRPTA” withholding tax recovery)
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G-4 visa holder estate tax planning
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G-4 visa holder college tuition planning
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G-4 dependent spouse tax planning
U.S. Expatriate Tax Services (U.S.
Citizens Working Abroad)
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U.S. tax return services and financial advice
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Pre-departure tax
and financial advice
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Foreign Earned Income Exclusion election (Form 2555)
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Foreign Bank Account Reporting (FBAR)
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Reporting of Specified Foreign Financial Assets (Form 8938)
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IRS Offshore Tax Amnesty Program advice: Foreign Streamlined Program Domestic Streamlined Program
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Tax planning to avoid or reduce double taxation
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State & local tax planning to reduce or eliminate taxation while living abroad
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Foreign Trust compliance (Form 3520 & 3520-A) and
tax planning
Exit Tax Services
(“Expatriation”)
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Planning strategies to avoid or reduce the Exit Tax
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Calculation of worldwide net worth and average five-year tax liability
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Calculation of present value of foreign and international organization defined benefit pension plans
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Review of prior five year tax returns
for verification of full tax compliance
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Referral to a immigration attorney for advice on relinquishment of U.S. citizenship or green card
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Preparation of final U.S. resident tax return and preparation of Expatriation Statement (Form 8854)
