Living in the USA with Assets Abroad

 

As US tax agents with an expertise in international tax issues, we understand the unique complexities of holding assets abroad and earning income from overseas investments.

This includes timing issues, double taxation, and international tax advice to assist you in making tax effective decisions regarding those assets.

Omitting overseas asset and income information from your US tax return can lead to fines and penalties. Failing to adequately plan around your overseas assets can leave you with unexpected tax consequences.

We help you stay on top of your taxes. We work with you to give you proper advice, with clear options, and essential support for your international tax situation.

 
 

HOW WE ASSIST THOSE LIVING IN THE USA WITH ASSETS ABROAD

 
 

STREAMLINED FILING COMPLIANCE PROCEDURES


Our experienced CPAs will take care of your streamlined filing compliance procedures to get you up to date with your taxes.

 

FOREIGN ASSET REPORTING (FBAR)


We will assist you to stay compliant with FBAR rules and deadlines including fixing missed filings to avoid costly penalties.

 

TAX RETURN PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

INTERNATIONAL TAX CONSULTING


As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.

 

ENSURE YOU ARE MAXIMISING YOU INTERNATIONAL INVESTMENTS

Stay on top of your international and local tax obligations and give yourself the opportunity for tax effective planning.

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NEWS AND UPDATES

 

How To Prepare For Your First Tax Season After Moving Abroad


6th Feb 2026
Marcus Shimotsu

A Practical Checklist For Australians Moving To The United States Moving from Australia to the United States is exciting, but the first US tax season can feel like stepping into a maze The US tax...

 

Australian Businesses Expanding to the USA – Structuring Your Business for US Expansion


27th Jan 2026
John Marcarian

Most Australian businesses don’t fail in the United States because the market rejects them  They fail because the structure underneath them wasn’t built for the way the US actually...

 

When Love Crosses Borders: How International Divorces Complicate U.S. Tax Obligation


22nd Jan 2026
Jurate Gulbinas

"All happy families are alike; each unhappy family is unhappy in its own way" Leo Tolstoy's Anna Karenina (1878) Anna felt trapped in her high society marriage in 19th-century Russia The...

 

How To Prepare For Your First Tax Season After Moving Abroad


6th Feb 2026
Marcus Shimotsu

A Practical Checklist For Australians Moving To The United States Moving from Australia to the United States is exciting, but the first US tax...

 

Australian Businesses Expanding to the USA – Structuring Your Business for US Expansion


27th Jan 2026
John Marcarian

Most Australian businesses don’t fail in the United States because the market rejects them  They fail because the structure underneath...

 

When Love Crosses Borders: How International Divorces Complicate U.S. Tax Obligation


22nd Jan 2026
Jurate Gulbinas

"All happy families are alike; each unhappy family is unhappy in its own way" Leo Tolstoy's Anna Karenina (1878) Anna felt trapped in her high...