San Francisco runs on global talent and global capital. H-1B tech workers, startup founders with foreign entities, and VC-backed companies with international investors all need cross-border tax compliance that most domestic preparers cannot deliver. I handle the full return and every international form connected to it.
San Francisco tech workers on H-1B and L-1 visas face dual-status returns, treaty elections, stock compensation with international implications, and foreign account reporting (FBAR, Form 8938) from day one. I handle the full U.S. return including the residency determination, treaty positions, and every information return that connects to foreign financial life.
Founders who incorporated outside the U.S. before forming a Delaware entity, or who maintain a foreign subsidiary, trigger Form 5471 and GILTI calculations that affect both the company and personal returns. I integrate the international reporting into one engagement so compliance keeps pace with fundraising and growth.
Venture-backed startups with foreign limited partners or foreign institutional investors need withholding compliance, treaty analysis, and Form 1042 reporting. I handle the entity-level international tax work alongside the founder and executive returns so the entire structure stays coordinated.
Tech workers who received equity before becoming U.S. residents, or who exercise options while on a visa, face sourcing rules and treaty interactions that determine where the income is taxed. I prepare the return with the correct allocation, treaty position, and foreign tax credit analysis so the stock compensation is filed correctly the first time.
Every San Francisco engagement runs fully remote. Document exchange, video consultations, and return delivery happen through a secure client portal. This fits the working style of tech professionals who already operate in distributed teams. My office at 222 S Prospect Ave, Park Ridge, IL 60068 is available by appointment, but most SF clients work entirely remotely.
Yes. H-1B holders often have treaty elections, foreign account reporting, and stock compensation with cross-border implications that general preparers handle incorrectly. I work with tech workers from first-year dual-status returns through green card conversion, covering every international form required.
Form 5471 is required for U.S. persons who are officers, directors, or shareholders of certain foreign corporations. If you control the entity, GILTI and Subpart F calculations apply. I handle all schedules and the flow-through to your individual or corporate return.
RSUs from a foreign employer may be subject to different sourcing rules depending on where you worked when they vested. Treaty positions and foreign tax credits may apply. I prepare the return with the correct allocation and treaty analysis so the income is reported properly.
Yes. California taxes worldwide income for residents. I prepare the California return as part of the same engagement, including adjustments for California non-conformity with federal international provisions.
Foreign limited partners in a U.S. fund create withholding obligations on effectively connected income and may trigger Form 1042 reporting. Treaty analysis determines the withholding rate. I handle the entity-level compliance and coordinate with fund administration.
Individual returns start at $400. International complexity (FBAR, 5471, stock compensation cross-border issues, multi-entity structures) 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 penalties.
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