U.S. Cross-Border Tax Services

Overview:

I provide U.S. tax services to individuals and small businesses with cross-border tax issues. My practice is primarily focused on U.S.-Canada tax matters, although I work with clients connected to countries around the world.

I’m based near Bellingham in northwest Washington, just south of the U.S.-Canada border between Seattle and Vancouver. I work with clients throughout the United States and abroad.

What I do:

Examples include:

  • U.S. expats: U.S. tax return preparation for U.S. citizens and green card holders living in Canada or elsewhere outside the U.S.

  • Foreign income, investments, and assets: U.S. tax reporting for foreign income, bank, investment, and retirement accounts, real estate, businesses, and other foreign assets.

  • Moving to the U.S.: Consultations addressing common U.S. tax considerations before becoming a U.S. tax resident.

  • Leaving the U.S.: Consultations addressing common U.S. tax considerations when moving abroad, including the potential relinquishment of U.S. citizenship or permanent resident status.

  • Catch-up tax filings: Assistance with late or incorrect filings, including U.S. tax returns, Foreign Bank Account Reports (FBARs), other international information returns, and filings under the Streamlined Filing Compliance Procedures.

  • Cross-border businesses: U.S. tax compliance for small businesses with foreign owners, foreign operations, or international reporting obligations.

What I don’t do:

My practice is limited to U.S. tax matters. I do not prepare Canadian or other non-U.S. tax returns or provide non-U.S. tax advice. When appropriate, I work alongside a client’s foreign-country adviser to help coordinate the U.S. tax aspects.