Compliance & reporting
The filings that carry the biggest penalties when they're missed.
- Foreign corporations, partnerships, branches, and disregarded entities
- Maximising eligible foreign tax credits
- US reporting by foreign-owned corporations
A US taxation and advisory firm built around the returns most preparers hand back: controlled foreign corporations, foreign partnerships, GILTI, treaty positions, and foreign asset reporting that has to match reality.
First — who are we talking to?
Pick whichever fits and we'll lead with what's relevant to you. Both sets of information stay on this page either way — choosing just changes the order.
You're in the right place if you hold shares in a foreign company, own or run a business outside the US, have foreign bank accounts, pensions, or mutual funds, or you've just been told you should have been filing Form 5471, 8621, 8938, or an FBAR.
We'll tell you plainly what's required, what's already gone wrong, and what it takes to fix it — before you commit to anything.
We work behind your brand. You keep the client and the relationship; we take the international schedules — 5471, 8865, 8858, 5472, 8621, FBAR — and the technical analysis behind them. We also support attorneys under Kovel agreements.
Strict non-compete ethos: we do not pursue your core domestic engagements. That boundary is the whole basis of the arrangement.
We turn complex reporting packages into a controlled filing process — timely filings, without the surprise notices and penalties that follow guesswork.
The filings that carry the biggest penalties when they're missed.
Reporting what you hold abroad, correctly and on time.
Choosing the structure before the structure chooses the tax result.
Each one has a different failure mode. Knowing which one you're in is most of the work.
Getting the right structure from day one, rather than unwinding the wrong one later.
Complex foreign reporting requirements and foreign tax credit calculations that actually hold up.
Ongoing reporting that matches your real ownership and activity — not last year's org chart.
The specific issues that arise when you live abroad and hold foreign investments.
Most people reach us in one of three states. Each has a different first step.
We review previously filed returns for missed disclosures and elections, inconsistent foreign tax credit positions, and incomplete foreign asset or income reporting.
Delinquent filings, streamlined procedures (domestic and offshore), first-time abatement, and reasonable-cause relief — routed to the right programme for your facts.
A new entity, a move abroad, an investment, an inbound US expansion. The cheapest time to get the structure right is before it exists.
You've built the relationship. When a client's international position outgrows your firm's capability, the choice shouldn't be between a referral out and a return you're uneasy signing.
We handle the heavy lifting on complex schedules — Forms 5471, 8621, 8865, 5472, and FBARs — integrating with your team's existing workflow rather than replacing it.
Acting as your silent partner or co-advisor for technical analysis on treaties, Subpart F income, and GILTI / NCTI calculations.
We support attorneys under Kovel agreements, assisting their clients with returns or specific advisory on tax matters within privilege.
Expand what your firm can take on without the overhead of hiring an in-house international tax specialist.
Strict non-compete ethos. We respect your client relationships. Our focus is exclusively on resolving cross-border complexity — never on competing for your core domestic engagements.
We don't take on estate and gift taxes, trusts, or transfer pricing. These are broad areas that demand a different set of expertise, and the boundary is deliberate — it's what keeps our work in international compliance and structuring sharp. If your situation needs them, we'll say so early and point you toward the right specialist.
No account-manager layer. The people below are the people on your engagement.
Director & Co-founder · CPA (USA) · CA (India)
Dual-jurisdiction qualified — a natural bridge for complex cross-border strategy. 5+ years across multi-jurisdictional tax frameworks, operating from Surat, Gujarat.
Focus: US international taxation, foreign asset reporting, multi-country compliance, entity structuring.
Director & Co-founder · CPA
15+ years in the US tax landscape, based in New Jersey. Acts as the bridge between US domestic strategy and international tax planning.
Focus: US domestic and multi-state tax, indirect taxes (occupancy, sales & use), audit risk mitigation.
A short consultation is usually enough to tell you what's required, what's exposed, and what a clean path back to compliance looks like.