Our Services

Preparation of annual income, wealth (IFI), trust, foreign bank accounts, estate, and gift tax filings (2042, 3916, etc.)
Preparation of prior years’ regularisations and disclosures, including negotiations for lower penalties when possible
Accompaniment and assistance during examinations and queries
Planning and structuring for future income, estate, gift and wealth tax matters

Preparation of annual income, state, bank accounts, estate, and gift tax returns and reports (1040, F-BAR, etc.)
Preparation of prior years’ tax regularisations:
Streamlined Foreign and Domestic Offshore Procedures and amended returns for CSG/CRDS tax credits
Accompaniment and assistance during examinations and queries
Planning and structuring for future income, estate, gift and wealth tax matters
Analysis of renouncing U.S. citizenship or long-term resident status

Consultations on the application of the US and French tax and civil law systems to each individual or family’s situation
Analysis and optimization for cross-border investments, working or retiring abroad, and gift and estate planning
Assistance with forms and disclosures from banks, employers, and others concerning residency and US citizenship (W-8BEN, W-9, W-8BEN-E, FATCA etc.)
Minimizing tax and social security costs with treaties and agreements
Design and application of executive compensation plans and tax equalization plans for executives abroad, including stock options and deferred compensation planning