Our Services for International Investors

1. U.S. Real Estate Tax Planning

We help you legally minimize your U.S. tax burden by strategically planning how you acquire, hold, and sell property. This includes analyzing your investment goals, advising on passive vs. active income treatment, and utilizing deductions, depreciation, and treaty benefits to your advantage.
Benefits:

• Reduce annual tax liability
• Maximize ROI from rental income and capital gains
• Align tax strategy with your investment timeline

2. Entity Formation & Structuring

Choosing the right business structure is critical for foreign investors. We assess whether an LLC, LP, Corporation, or direct ownership is right for you and whether the entity should be U.S.- or foreign-owned. Our goal is to protect your assets while minimizing taxes and avoiding double taxation.
Benefits:

• Protect personal and business assets
• Simplify estate planning and inheritance
• Avoid unnecessary tax withholding and liabilities

3. FIRPTA Compliance (Foreign Investment in Real Property Tax Act)

When foreign investors sell U.S. property, FIRPTA may require withholding up to 15% of the sale price. We help you proactively manage and reduce that withholding through early planning, IRS forms, and exceptions helps you keep more capital in your hands.
Benefits:

• Minimize or eliminate FIRPTA withholding
• Accelerate closing and refund timelines
• Stay fully compliant with U.S. tax laws

4. IRS Representation & Tax Resolution

If you receive an IRS notice or have unresolved tax issues, we handle everything on your behalf. As a federally licensed Enrolled Agent, Beth McNeil represents international taxpayers before the IRS — no matter where you are in the world.
Benefits:

• Avoid the stress of dealing with the IRS
• Resolve issues quickly and professionally
• Reduce penalties and negotiate tax relief if needed

5. International Accounting & Bookkeeping

We manage your accounting with precision and consistency. Our cloud-based bookkeeping keeps your U.S. real estate or business financials IRS-ready, up to date, and accessible from anywhere.
Benefits:

• Accurate records and financial reports
• Ready for tax filing, audits, or business expansion
• Saves time and eliminates guesswork

6. U.S. Tax Return Preparation

We file your U.S. tax returns correctly and on time — including forms like 1040-NR (non-resident individuals), 1120-F (foreign corporations), 5472 (foreign ownership), and more. We’ll guide you through document collection, deductions, and IRS compliance.
Benefits:

• Avoid costly errors or omissions
• Claim all eligible deductions and treaty benefits
• Meet all IRS deadlines with confidence