Navigating Complex Tax Issues

Understanding Equity Compensation
Equity compensation includes stock options and grants like RSUs (Restricted Stock Units), ISOs (Incentive Stock Options), and ESPPs (Employee Stock Purchase Plans), which can be complex when it comes to tax reporting and planning.

Need assistance with reporting your equity compensation?

Confused about the tax implications of your RSUs, ISOs, or ESPP?

Unsure how to report your stock compensation on your tax return?

Wondering when to sell your stock options to minimize tax impact?

Need help navigating AMT (Alternative Minimum Tax) on ISOs?

What we offer:

Expert guidance on the tax treatment of RSUs, ISOs, and ESPP.

Customized strategies for tax-efficient stock sales.

Assistance with understanding vesting schedules and their impact on taxes.

Solutions to help you avoid costly tax mistakes and optimize your financial planning.

Why work with us?

Tailored advice specific to your equity compensation package.

In-depth knowledge of tax laws related to stock options and grants.

Peace of mind knowing your taxes are being handled by experts.

Expat & Inpat Tax Services
Navigating the complexities of international tax as a U.S. expatriate or inpatriate can be challenging. We offer expert guidance on tax compliance, planning, and strategies to minimize your tax burden.

Need help with your expat/inpat tax situation?

Are you an expat or inpat with questions about your U.S. tax obligations?

Unsure how to report foreign income or deductions on your U.S. tax return?

Need assistance with foreign financial account reporting (FBAR, FATCA)?

What we offer:

Tax advice for U.S. expats and foreign nationals working in the U.S.

Expert assistance with FBAR and FATCA compliance.

Guidance on tax treaties and foreign income exclusions.

Strategies to reduce double taxation and maximize tax benefits.

Why work with us?

Specialized knowledge of expat and inpat tax laws.

Accurate and timely foreign financial account reporting.

Peace of mind with professional handling of your international tax matters.

Delinquent Tax Return & Financial Account Reporting Services

If you have unfiled tax returns, unreported foreign accounts, or missed FBAR/FATCA filings, you are not alone. There are IRS-approved solutions to help you come into compliance. Our firm specializes in resolving delinquent tax filings and guiding individuals through the Streamlined Filing Compliance Procedures and other IRS disclosure programs designed to reduce or eliminate penalties.

Behind on Tax Filings or Foreign Account Reporting?

Have you missed filing one or more U.S. income tax returns?

Do you have foreign bank accounts, investments, or assets that were never reported?

Are you unsure how to correct delinquent FBAR (FinCEN Form 114) or FATCA (Form 8938) filings?

Concerned about IRS penalties, audits, or potential criminal exposure?

We help taxpayers correct past mistakes efficiently and lawfully—often with significantly reduced penalties.

How We Help: Streamlined & Voluntary Disclosure Solutions

Streamlined Filing Compliance Procedures

For taxpayers whose noncompliance was non-willful, the IRS offers the Streamlined Filing Compliance Procedures, which allow eligible individuals to:

File up to 3 years of delinquent or amended tax returns

Submit 6 years of delinquent FBARs

Avoid most or all FBAR penalties

Resolve offshore reporting issues with reduced risk of audit or enforcement

We assess eligibility, prepare required certifications, and manage filings from start to finish.

Comprehensive Delinquent Tax Filing Support

What we offer:

Preparation and filing of overdue individual income tax returns

Correction of prior filings involving foreign income, accounts, and assets

FBAR (FinCEN 114) and FATCA (Form 8938) compliance and remediation

Guidance through IRS Streamlined Domestic and Foreign Offshore Procedures

Assistance with other IRS voluntary disclosure programs when streamlined filing is not appropriate

Step-by-step support for catching up on multiple years of unfiled returns

Why Work With Us?

Deep expertise in IRS offshore and delinquent filing compliance programs

Strategic guidance to minimize penalties and interest

Careful handling to help avoid criminal prosecution

Clear explanations and a structured, stress-free process

Confidential, professional representation tailored to your situation

Get Back Into Compliance—The Right Way

If you’re dealing with delinquent tax returns, unreported foreign accounts, or missed FBAR/FATCA filings, taking proactive action can significantly reduce your exposure. We’ll help you choose the most favorable IRS compliance path and handle the process with precision and discretion.