Our services

Expertise in several areas of international taxation

France

  • 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

United States

  • 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

  • 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