Review Engagement Models
TECHNICAL COMPLIANCE

Cross-Border Tax Engine

We operate as a specialized technical extension for US CPA firms, managing complex multi-jurisdictional reporting, foreign asset disclosures, and high-risk IRS filings under your brand.

3520

Foreign trust filings managed

8938

FATCA compliance assets

FBAR

Exposure mitigation protocols

8621

Complex PFIC calculations or Outsourced PFIC reporting

SPECIALIZED SCOPE

Complex Compliance Frameworks

Technical support for high-risk international reporting requirements where administrative errors trigger automatic, non-negotiable IRS penalties.

FORM 3520 & 3520-A
FORM 8938 & FATCA
FBAR & FINCEN 114

Foreign Trust Reporting

Foreign Asset Disclosures

Foreign Bank Accounts

Rigorous compliance management for foreign trusts, gifts, and inheritance, preventing the automatic non-negotiable penalties associated with late or incomplete filings.

Comprehensive identification, valuation, and reporting of specified foreign financial assets for high-net-worth individuals and alternative investment funds.

Systematic exposure mitigation and reporting of foreign financial accounts, securing compliance for complex multi-layered private equity and family office structures.

FORM 8621

Passive Foreign Investment Companies (PFICs)

Decompiling complex multi-layered foreign mutual funds, ETFs, and pooled assets. Providing specialized section 1291 excess distribution accounting and Mark-to-Market tracking to eliminate punitive interest structures.

3520

Foreign trust filings managed

Initiate Technical Consultation

Secure Your Technical Desk

Integrate our specialized cross-border capabilities into your domestic tax workflow. We operate behind the scenes to protect your clients and mitigate IRS exposure.