Sorel International Practice

Committed Service from Experienced Professionals

Sorel International Practice is a law firm providing U.S. and French tax and legal services. Originally established in 1993 as Cabinet Simonard then later Simonard & Sorel Avocats, we have been a pillar of the American expatriate community for over twenty-five years. With an experienced staff dedicated to meeting our clients’ needs first, we provide a friendly and reliable approach to tackling the complex world of international taxation.

“Meeting your transatlantic fiscal needs, preserving your personal and family wealth.”

Our team

With a broad range of knowledge and over thirty years of experience in U.S., French and international tax matters, our firm provides services to a clientele situated across the globe.

A French attorney specializing in taxation and estate matters, she holds a PhD in French Private Law from the University of Paris X Nanterre as well as a diploma in International Private Wealth Management from the University of Clermont-Ferrand. She has been working in the field of international taxation since 2000. Prior to joining the firm, she worked at the International Department of Fidal (KPMG), and later in the Expatriation Services branch of Landwell (PriceWaterhouseCoopers). She is also an IRS Enrolled Agent.

Susan has been with the firm since 2010. A Certified Public Accountant and IRS Enrolled Agent from the state of Florida, she received her Master's of Accounting Tax in 2007 from the University of Florida's Fischer School of Accounting. Prior to her arrival in France, she worked in high net-worth individual and small-business tax accounting in Florida.

Has been with the firm since 2017. As Office Manager, Anne-Marie ensures the smooth running of the office including scheduling meetings and collections.

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

Contact

Monday to Friday
9:30am - 6pm

12 Rue Lincoln 75008,
PARIS, FRANCE

Phone: +33 1 53 23 94 20
Fax: +33 1 40 70 16 08

Email: contact@simonardsorel.com

Join our team

We are looking for new members to join our firm. If you are interested in a career opportunity at SIP, live in the Paris area, and are authorized to work in France, please submit your CV/résumé to contact@sorel-international.com with the subject line “Application”.