Houston is the energy capital of the world, and that means foreign-owned subsidiaries, cross-border supply chains, and expatriate workforces creating layered U.S. tax obligations. I handle the full return and every international form that goes with it.
Houston hosts hundreds of foreign-owned oil and gas companies, trading operations, and engineering firms that trigger Form 5472 reporting. I prepare the entity return, the 5472 for every reportable transaction with the foreign parent, and the transfer pricing documentation that supports the intercompany pricing structure.
Energy companies move people across borders constantly. Houston-based expats and inbound foreign nationals on L-1, H-1B, or TN visas need dual-status returns, treaty elections, foreign tax credit optimization, and FBAR compliance. I handle the full filing for both outbound U.S. citizens and inbound foreign workers.
Houston businesses that import, export, or operate through entities in Mexico, Canada, or other trading partners face transfer pricing scrutiny and Form 5471 obligations for controlled foreign corporations. I integrate the international reporting into the same engagement as the domestic return so nothing falls between advisors.
Houston professionals with foreign accounts, foreign retirement plans, or ownership in foreign entities need FBAR, Form 8938, and information return preparation as part of their individual filing. I handle these forms alongside the standard return so the international layer does not require a separate engagement.
Every Houston engagement runs fully remote. Document exchange, video consultations, and return delivery happen through a secure client portal. This is especially practical for Houston energy professionals who travel internationally or rotate between sites. My office at 222 S Prospect Ave, Park Ridge, IL 60068 is available by appointment, but most Houston clients never need it.
Form 5472 is required for every reportable transaction between the U.S. entity and its foreign owner or related parties. Late filing carries a $25,000 penalty per form. I prepare the entity return, all required 5472s, and any additional international information returns for the structure.
If you meet the substantial presence test or hold a green card, you are a U.S. tax resident and must report worldwide income. Even if your employer handles some withholding, the FBAR, Form 8938, and treaty-position elections are your individual responsibility. I handle the complete filing.
No. Texas has no state income tax, which simplifies the state filing side. Federal and international obligations remain in full force, and if you have income sourced to other states, those returns are still required.
Yes. Transfer pricing documentation is part of the international compliance engagement. I prepare the contemporaneous documentation that supports intercompany pricing between the U.S. entity and foreign related parties, which is the primary defense if the IRS questions the pricing structure.
Yes. Foreign pension plans, provident funds, and retirement accounts are reportable on FBAR and potentially on Form 8938 and Form 3520/3520-A depending on the structure. Many Houston energy workers have foreign retirement accounts from prior assignments. I include these in the standard filing engagement.
Individual returns start at $400 for typical W-2 situations. International complexity (5472, FBAR, foreign entities, expat returns) is quoted during the free 30-minute consultation. You receive a flat-fee quote before work begins.
Book a consultation. I will map your individual, business, and international filing scope before deadlines create exposure.
Book Free Consultation