InternationalIndividuals & Families
Non-Resident & Foreign Investor Tax
ITIN, Form 1040-NR, FIRPTA and foreign account reporting for non-residents, investors and new U.S. residents.
Request a consultationOverview
Non-residents who invest in U.S. real estate or receive U.S. income, and individuals who are becoming U.S. residents, face specific rules on residency, withholding and reporting. Getting them right protects your investment and avoids penalties.
The firm determines your status, prepares the required filings and explains your obligations clearly, in English or Spanish.
What the engagement can include
- ITIN applications (Form W-7) preparation
- Non-resident income tax returns (Form 1040-NR)
- FIRPTA withholding on U.S. real estate sales and withholding certificate applications (Form 8288-B)
- Rental income reporting for foreign owners of U.S. property
- Residency status analysis (substantial presence test and treaty provisions)
- FBAR (FinCEN 114) and FATCA (Form 8938) reporting, and pre-immigration planning
How We Work
A clear process from the first conversation
Every engagement follows the same disciplined path, so you always know what comes next.
Step 1: Request a consultation
Tell us about your situation through the online form, by phone or by email.
Step 2: Initial review
The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.
Step 3: Proposal & engagement letter
You receive a written scope of work and fees. Work begins only after the engagement letter is signed.
Step 4: Execution & ongoing advice
Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.