Cross-Border Tax Solutions for Foreign Nationals

Navigating U.S. tax obligations while maintaining financial ties abroad can be overwhelming. Whether you’ve relocated to or from Japan, China, Singapore, Hong Kong, or Taiwan, we understand the unique challenges foreign nationals face in managing cross-border tax responsibilities.

We offer:

A comprehensive understanding of U.S. tax law as it applies to foreign nationals with assets, income, and ties abroad
Planning and recommendations on avoiding double taxation between the U.S. and your home country
Integrated wealth management and investment guidance for clients holding assets in multiple countries
A bilingual international tax and wealth management team, available for meetings and calls on U.S. hours

Our team of experienced tax advisors is adept at handling all aspects of U.S. tax compliance for foreign nationals living in the U.S. – whether you’ve just arrived, have lived here for years, or are on a temporary work assignment. We provide comprehensive guidance on how your foreign financial accounts, investments, and assets affect your U.S. tax filing, and help you identify potential planning opportunities most advisors overlook. Beyond compliance, our wealth management team helps you put a coordinated investment and financial plan in place to support that tax strategy.

Our tax team has extensive experience in:

U.S. tax preparation for foreign nationals from Japan, China, Singapore, Taiwan, and Hong Kong
FBAR filing and foreign financial account reporting
PFIC reporting on foreign mutual funds and investment holdings
Delinquent tax returns under the IRS Streamlined Filing Compliance Procedures
U.S. exit tax planning and green card surrender guidance
U.S. gift and estate tax planning for foreign nationals
Wealth management and investment advice for assets and portfolios held in Japan, China, Singapore, Taiwan, or Hong Kong
Other complex U.S. tax compliance matters

Our team facilitates in-depth conversations and provides clear, understandable advice – free of unnecessary jargon. That means you can feel confident about your U.S. tax obligations and your wealth, no matter how deep your financial roots grow on either side of the Pacific.

We hope you’ll reach out to us for a conversation and further support for your cross-border tax planning, wealth management, and compliance needs.

Are you planning to move to the U.S. and are currently based in Japan, Singapore, or Hong Kon g? We represent clients all throughout Asia and across the United States.

Understanding U.S. Tax Obligations

Navigating U.S. tax compliance as a foreign national can be complex, particularly when you hold assets, income, or investments in multiple countries. Our team of tax advisors is here to help. Trust us to simplify your U.S. tax filing experience, ensuring compliance while identifying every available planning opportunity.

We understand how foreign financial accounts and investments – including Japanese and Chinese mutual funds, pensions, and property – affect your U.S. tax filing.
We manage FBAR and FATCA reporting for foreign accounts and assets over applicable thresholds, helping you avoid steep non-compliance penalties.
We navigate PFIC reporting requirements for foreign investment holdings, which are among the most complex and punitive areas of U.S. international tax law.
We help you understand and apply the U.S.-Japan and U.S.-China tax treaties to reduce your overall tax burden and avoid double taxation.
We file directly with federal, state, and local tax authorities, handling U.S. tax matters on your behalf.
We work alongside our wealth management team so that your tax and investment strategies are always aligned, not managed in isolation.

Identifying Tax Planning Opportunities

We are proactive in identifying tax-planning opportunities within your current financial situation, as well as in planning ahead of major life events that may impact your finances – whether that’s a permanent move, a green card decision, or a significant inheritance.

We provide U.S. exit tax planning for foreign nationals considering surrendering a green card or formally expatriating, helping you understand and minimize your potential tax exposure.
We advise on U.S. gift and estate tax planning, helping foreign nationals structure their wealth to protect what matters most.
We help clients with ties to Japan navigate Japan’s inheritance and gift tax rules, Japan exit tax considerations, and residency planning – ensuring decisions made in Japan don’t create unexpected U.S. tax consequences, and vice versa.
We coordinate tax planning with investment and wealth planning, particularly for clients holding assets, investments, or pensions in their home countries.
We help foreign nationals build a long-term wealth management plan in the U.S. that accounts for assets, income, and investment accounts held abroad.

Tax Compliance Alongside Your Wealth Plan

Your wealth management plan is only as strong as the tax strategy underneath it. Our tax team works together with your wealth advisor to make sure every part of your cross-border financial picture is accounted for, including:

Comprehensive tax planning between your home country and the United States
Foreign tax credit maximization strategies
FBAR, FATCA, and PFIC compliance review and filing
IRS Streamlined Filing Compliance Procedures for foreign nationals behind on U.S. tax filings
U.S. exit tax and green card surrender counseling
Pre- and post-relocation tax counseling for foreign nationals moving to or from Texas

Wealth Management for Foreign Nationals

Tax compliance is only half the picture. Foreign nationals need a wealth manager who understands the full financial picture – investments, retirement accounts, and assets held both in the U.S. and back home in Japan, China, Singapore, Hong Kong, or Taiwan.

We provide international wealth management tailored for foreign nationals navigating life and finances in multiple countries. Our bilingual financial advisors prepare hundreds of cross-border financial plans each year, keeping your investments, tax position, and long-term goals working together.

Our wealth management services include:

Comprehensive wealth management and financial planning for Japanese, Chinese, Singaporean, and Hong Kong nationals living in the U.S.
Investment advice and portfolio management for Japan investment and China investment holdings, including mutual funds, pensions, and other assets abroad
Cross-border financial planning that aligns your investment strategy with your U.S. tax position
Retirement and long-term wealth planning for foreign nationals building a financial life in the U.S.
Ongoing portfolio management and investment advice from a bilingual team that understands both U.S. and Asian markets
One single provider for tax, investment, and wealth management, so nothing falls through the cracks between separate firms