U.S. expats abroad
Working in Europe, the Gulf, Asia, or Latin America. We file your 1040, claim FEIE or foreign tax credits, and keep FBAR + 8938 current.
U.S. Expats · Dual Citizens · Green Card Holders · Foreign Asset Holders
U.S. tax for
clients worldwide.
U.S. tax law follows U.S. persons everywhere. We handle the full scope — annual returns for expats, foreign income and asset reporting, cross-border business interests, and IRS catch-up procedures for those who've fallen behind.
- Confidential — handled directly by Dillon
- Engagements quoted up front — no surprise bills
Who we help
Cross-border tax,
handled in-house.
Whether you've been abroad for a decade, just opened a foreign bank account, or inherited assets from overseas — we keep your filings clean and your exposure low.
U.S. citizens with foreign income & assets
Foreign rental properties, foreign brokerage accounts, foreign pensions, inheritances. We report what needs reporting and structure what doesn't.
Owners of foreign entities
CFC reporting (5471), foreign partnership interests (8865), disregarded entities (8858), and PFIC tracking (8621).
Dual citizens & accidental Americans
You may owe filings even if you've never lived in the U.S. We assess your exposure and find the cleanest path to compliance.
Filers behind on reporting
SDOP, SFOP, DIIRSP, DFSP — we determine which IRS catch-up procedure fits and walk you through it without panic.
Pre-residency planning
Tax planning for clients moving to the U.S. — timing of asset sales, basis step-up considerations, and entity restructuring before residency starts.
Forms we prepare
Every international
information return — handled in-house.
FBAR FinCEN 114
Foreign bank accounts > $10K aggregate
Form 8938 FATCA
Specified foreign financial assets
Form 5471 CFC reporting
U.S. shareholders of foreign corps
Form 8865 Partnerships
U.S. persons in foreign partnerships
Form 3520 / 3520-A
Foreign trusts & large foreign gifts
Form 8621 PFIC
Passive foreign investment companies
Form 8858 FDE / branch
Foreign disregarded entities
Form 1116 / 2555
Foreign tax credit & FEIE
Catch-up procedures
Four official paths
back into compliance.
The IRS offers four formal procedures for taxpayers who haven't reported foreign accounts, assets, or entities. Each fits a different fact pattern — choosing the wrong one can cost you. We'll confirm which fits your situation in your initial review.
SDOP
Streamlined Domestic Offshore
U.S. residents who failed to report foreign income or file FBARs due to non-willful conduct.
Penalty exposure
5% Title 26 misc. penalty on highest aggregate balance
- Non-willful conduct certification
- 3 years amended returns + 6 years FBARs
- Form 14654 required
Most favorable
SFOP
Streamlined Foreign Offshore
U.S. citizens / residents living abroad who meet the non-residency requirement.
Penalty exposure
NO penalty — 0% miscellaneous offshore penalty
- Non-willful + 330-day non-residency
- 3 years returns + 6 years FBARs
- Form 14653 required
DIIRSP
Delinquent International Information Return
Filers missing Forms 5471, 8865, 3520, etc., with no unreported income.
Penalty exposure
Reasonable-cause statement may eliminate penalties
- Reasonable-cause statement required
- Income must already be reported
- No criminal investigation underway
DFSP
Delinquent FBAR Submission
Filers who reported all income but missed FBAR (FinCEN Form 114).
Penalty exposure
No penalty when properly submitted with explanation
- No unreported income tied to accounts
- Statement of reason for late filing
- Not under IRS examination
Not sure which path applies? Eligibility hinges on residency, willfulness analysis, and what's already been reported. Get a written eligibility memo before deciding.
30-minute review
See if you qualify
for penalty-free relief.
Confidential. No obligation. We'll review your situation, identify the right IRS procedure (if any), and quote a fee — usually within 48 hours.
- Confidential review of your situation
- Eligibility assessment for SDOP, SFOP, DIIRSP, DFSP
- Written fee proposal — clear scope