New York draws foreign capital, global talent, and cross-border business structures that create layered U.S. tax obligations. If you are filing in the U.S. with foreign accounts, foreign-owned entities, or visa-based income, I handle the full return and every international form attached to it.
H-1B, L-1, and O-1 visa holders in New York face dual reporting requirements that most domestic preparers miss. I handle the residency determination, treaty-position elections, foreign account reporting (FBAR, Form 8938), and coordination with home-country obligations so your U.S. return reflects the full picture from day one.
New York is home to thousands of foreign-owned entities that trigger Form 5472 and related-party transaction reporting. Whether you are a branch office, a wholly owned subsidiary, or a joint venture with foreign ownership, I prepare the entity return, the international information returns, and the transfer pricing documentation that keeps the structure compliant.
Hedge funds, private equity, and family offices with foreign investors create FIRPTA, withholding, and Form 5471 obligations that compound with every layer. I integrate GILTI, Subpart F, and treaty analysis into one filing process so nothing is split across advisors.
New York professionals who earn income abroad, hold foreign financial accounts, or own shares in foreign corporations need coordinated federal, state, and international reporting. I prepare the complete return, including the foreign tax credit optimization, foreign earned income exclusion analysis, and every information return required.
Every New York engagement runs fully remote. Document exchange, video consultations, and return delivery happen through a secure client portal. If an in-person meeting makes sense for a complex planning session, my office at 222 S Prospect Ave, Park Ridge, IL 60068 is available by appointment. Most New York clients never need it because the remote workflow covers everything from kickoff through filing.
Yes. H-1B holders often have treaty elections, foreign account reporting, and residency-year transitions that general preparers handle incorrectly. I work with visa holders across all stages, from first-year dual-status returns through green card conversion, covering FBAR, Form 8938, treaty positions, and any foreign income that needs to be reported or excluded.
At minimum, 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, the 5472, and any additional international information returns so the entire structure is covered.
Yes. New York State and New York City returns are prepared as part of the same engagement. For clients who also have income in New Jersey, Connecticut, or other states, I handle all required state filings and the residency allocation analysis.
No. Every engagement runs fully remote through a secure portal. Most of my New York clients have never met me in person. The depth of international tax work depends on technical expertise, not proximity. You get the same direct-advisor model regardless of location.
Yes. Form 5471 is one of the most complex international information returns, and it is a core part of my practice. I handle all categories of filers, all schedules, and the related GILTI and Subpart F calculations that connect to your individual or corporate return.
Individual returns start at $400 for typical W-2 situations. International complexity (FBAR, 5471, 5472, treaty work, multi-entity structures) is quoted during the free 30-minute consultation based on the actual scope. You receive a flat-fee quote before any work begins, with no surprises.
Yes. Delinquent filing is common for foreign nationals, expats, and anyone with complex international obligations. I build the filing sequence, determine which relief programs apply (streamlined, delinquent FBAR, voluntary disclosure), and execute the full correction plan through resolution.
Yes. I handle the U.S. tax compliance for fund structures that involve foreign limited partners, FIRPTA withholding, treaty-based reductions, and the annual K-1 reporting that flows through to individual returns. The international layer is built into the same engagement as the domestic filing.
Book a consultation. I will map your federal, state, and international filing scope before deadlines create penalties.
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