Expatriate Tax Services

Expatriate services cater to our global economy and jet setters alike. Taxes are complicated enough, but throwing in various foreign laws and regulations can really trip things up. Not to worry, we’re here to assist you with your globally mobile employees regarding expatriate tax compliance, program administration, payroll consulting for expatriate compensation, and tax and policy consulting. Plus, our independent alliance with BDO, LLP allows us access to their national resources as well as the resources of BDO International, the world’s 5th largest accounting and consulting firm.

We know this can be a daunting process, that’s why we work with you on multiple levels depending on the individual situation. Involvement can vary on a case-by-case basis. We can work directly with clients, assist other firms on a consultant level or take the work from start to finish, handing it off to you when it’s complete. We’re even able to work with relocation companies to ensure smooth coordination and predict estimated tax liabilities. Having an expert assist in employee mobility strategy and execution can save time, money and major headaches. A flawless transfer means happier employees and a streamlined process for future moves.

ITIN Applications

Carol-Ann Simon, the leader of our expatriate practice, is a Certifying Acceptance Agent (CAA) and can accept W-7 applications for Individual Taxpayer Identification Numbers (ITIN). No longer do foreign nationals need to fear the lengthy process of submitting their application and original documents to the IRS; Carol-Ann streamlines the process by locally reviewing the documents and certifying the application for the IRS.

The Team

Carol-Ann Simon, Shareholder