Over 40 years of experience and the personal attention that a larger firm cannot.

Our approach is professional and straight forward.

  • Complex Individual Tax Returns

    We offer over 40 years of experience and the personal attention that a larger firm cannot. Our approach is professional and straight forward.

    Personal attention means we look at your situation and take the time to get to know you. We ask lots of questions and then we listen. Additional deductions have often been discovered from asking questions that are seemingly unrelated to income taxes.

    Our capabilities do not end with the preparation of complex income tax returns (not simple 1040s). We have represented clients in IRS audits through the Appellate Division since the mid-nineteen seventies.

    We are constantly expanding and improving our knowledge through continuing professional courses and seminars. We subscribe to five different sources of tax news and developments.

    “Mike has been advising me for almost 15 years now. I say advising because he does more than just complete my taxes. Through the years I’ve bought/sold numerous properties and had many financial ups and downs that Mike has assisted me with. I have recommended him to many many folks over the years and will not hesitate to continue doing so. He’s hilarious as well!”
    Rob R. – Washington D.C.

  • Business Consulting and Tax Planning

    Our approach is that we act as the part-time CFO for the business. We try to think as though we are the owner. We take a keen interest in not only minimizing costs and taxes but are also interested in advising business owners on ways to increase business.

    We have programs that will not only assist in analyzing the financial results of the business but will benchmark the business concerning other businesses in the same industry.

    “He is an excellent and efficient accountant. He is up-to-date with all the relevant information and takes his time to review your case. His knowledge is comprehensive and it does not matter how difficult your case is, he is up to the challenge. He is also friendly and personable. Mike has my highest recommendation.”
    E M. – Washington, DC

  • International Tax Issues

    Navigating the complexities of international tax compliance requires expertise and precision. Our firm specializes in providing tailored tax return services for individuals and businesses with intricate international tax obligations. We understand that global financial activities necessitate a nuanced approach to ensure full compliance and optimization of tax liabilities.

    Our International Tax Return Services

    Our international tax services include the following items. Keep in mind, these are not your typical, or common, services. They are for more complicated returns. Thus, requiring more time and higher fees.

    • Global Income Reporting: Accurate and comprehensive reporting of income from multiple countries, ensuring compliance with international tax laws.

    • Foreign Tax Credits: Maximizing allowable credits to prevent double taxation on income earned abroad.

    • Treaty Benefits: Identifying and applying relevant tax treaties to reduce tax liabilities and avoid double taxation.

    • Expatriate Taxation: Specialized services for expatriates, including the Foreign Earned Income Exclusion (FEIE) and housing deduction calculations.

    • Passive Foreign Investment Company (PFIC) Reporting Handling the complex requirements of PFIC reporting and compliance.

    • Controlled Foreign Corporations (CFC) Compliance Ensuring compliance with Subpart F income and Global Intangible Low-Taxed Income (GILTI) regulations.

    • FATCA Compliance: Assisting with Foreign Account Tax Compliance Act (FATCA) reporting requirements.

    • FBAR Filing: Preparation and filing of Foreign Bank Account Reports (FBAR) to comply with FinCEN regulations.

    • Cross-Border Business Taxation: Consulting and filing for businesses with international operations, addressing transfer pricing, and permanent establishment issues.

    • Residency and Domicile Consultation: Providing advice on tax residency status and implications for domicile changes.

  • Contact Us for International Tax Help

    Our team of experienced international tax professionals provides you with the highest level of service. Whether you are an individual with complex international income or a business operating across borders, we are here to help you navigate the intricacies of global tax compliance.

    Our Approach

    To ensure a seamless and compliant international tax filing experience, we employ a meticulous, step-by-step strategy tailored to each client's unique financial situation and international obligations.

    Comprehensive Income Assessment: We began with a detailed review of your global income, including salary, bonuses, stock options, and other benefits received in each country.

    Tax Treaty Application: We identified applicable tax treaties, ensuring that you benefit from reduced tax rates and avoid double taxation.

    Foreign Tax Credits: Our team meticulously calculates the foreign tax credits available for taxes paid, reducing your U.S. tax liability.

    Expatriate Deductions: We applied the Foreign Earned Income Exclusion (FEIE) and housing deductions to reduce taxable income further.

    FBAR and FATCA Compliance: Ensuring compliance with FBAR and FATCA, we accurately report on your foreign financial accounts, preventing potential penalties.

    Ongoing Advisory Services: We provide advice and updates on changes in international tax regulations, ensuring compliance and tax efficiency.

    Our meticulous approach ensures compliance with the tax laws of all involved jurisdictions and significantly optimizes tax liabilities, saving you considerable money.

    Contact us today to schedule a consultation and learn how we can assist with your international tax return needs.

    Phone: (301) 657-1040

success

“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston Churchill