If 15 minutes of our time saves you an hour then we both win. A delightful evolution of our international tax practice has been regularly teaming with other accounting and law firms to ensure their clients receive the full suite of needed services. We have learned that it is unfeasible for most tax practitioners to invest the kind of time required to develop sufficient expertise, or for small firms to hire a specialist, to handle international tax matters for only a few clients. And yet clients invariably need such specialized services soon as their activities cross international borders. This is where we can help.

Depending on your preference, we can do as little as consult you from the sidelines on an as-needed basis at our standard hourly rate or, on the other end, become a co-service provider to your client. Our subscription to an expansive, top-tier tax research library (Bloomberg Law) allows us to draw best conclusions when your clients’ matters are technical or when the applicable laws are vague. Instead of referring longstanding clients to an expensive large firm, our small-to-midsized partner firms teamed with us thereby maintaining their working relationships while simultaneously ensuring the continued success of their clients. The following are common examples of services we routinely provide to other professional services firms or directly to our joint clients:

  • Tax research and consultation on technical matters (both domestic and international)
  • Entity selection, planning, and restructuring for international business expansion
  • Preparation of Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations
  • Tax writing (in accordance with the Bluebook system of legal citation) for compliance-oriented tax professionals, e.g., Statements of Reasonable Cause, Certifications of Non-Willfulness, penalty abatement requests, sophisticated verbiage for refund claims (Form 843) and appeals hearing requests etc.
  • Power-of-Attorney over accountants’ clients to favorably resolve FBAR and international tax noncompliance cases with the IRS as well as with state revenue agencies
  • Comprehensive tax compliance services to law firms under Kovel arrangements
  • Other ad hoc and agreed-upon U.S. and international tax services within our areas of expertise

We are accustomed to working well with teammates and are flexible enough to accommodate a number of different arrangements. If this sounds good, please feel free sending us a brief description of your client’s situation. We are always excited to expand our professional network and explore interesting opportunities.