US tax preparation & planning
Individual, trust, and entity returns prepared under IRS Enrolled Agent supervision, with the cross border elections and disclosures done right the first time.
A United States tax firm · For Americans abroad
US tax handled, wherever you live.
For Americans abroad and families returning to the United States. We keep your US returns, foreign accounts, and cross border decisions in one place, before they become penalties.
United States firmA US tax, accounting, and advisory firm. Every tax return and information filing is prepared and reviewed with the support of a team of Licensed CPAs, IRS Enrolled Agents, and accounting professionals serving clients worldwide.
What your situation actually triggers
Select below- Form 1040You still file a full US return, every year
- Form 2555 or 1116Exclusion or credit. Choosing wrong costs real money
- FinCEN 114 (FBAR)If your foreign accounts ever crossed $10,000 combined
- Form 8938Higher thresholds abroad, and separate from the FBAR
- State residencySome states keep taxing you until you formally sever
$20,000
maximum statutory penalty exposure per year for the reporting items above, before any tax is calculated.
What this means for youBook a free consultation →
Illustrative only, and not advice. Figures are statutory maximums or statutory rates for the items listed.
The problem, and what we do about it
Four things go wrong. We were built to fix all four.
A bookkeeper, an accountant, and nobody advising. The gaps between them are where the exposure lives.
What goes wrong
What we do
What goes wrong
Your books aren't built for your filings
What we do
We keep the books
What goes wrong
Nobody mentioned the forms that carry the penalties
What we do
We file every one of them
What goes wrong
The advice arrives after the decision
What we do
We tell you before
What goes wrong
Nobody looks between filing seasons
What we do
We look at the whole position
Who we help
Two directions. The rules are mirror images, and so is the work.
The return comes every year
Whether or not you owe a dollar.
Every foreign account is reportable
FBAR and Form 8938. Different rules, both required.
Your company abroad is a US filing
Form 5471, per company, per year.
Your funds are probably PFICs
Punitive if unreported, and the clock never runs out.
Behind is fixable, until it isn't
Penalties waived, until the IRS reaches you first.
The tax owed is usually modest. The exposure sits entirely in forms nobody filed.
What we do
One firm for the full picture.
Every service below is built for a US tax position that crosses a border. Not general accounting adapted later.
Cross border bookkeeping
Accounts kept to a US standard in the background, so the return is never a reconciliation project in April.
Financial statements
Statements and reporting packages for entities, lenders, and investors, produced from the same books that feed the tax filings.
IRS representation
Enrolled Agent representation before the IRS on audits, notices, and delinquency matters, including streamlined and voluntary disclosure work.
Payroll & entity compliance
Payroll registration and ongoing compliance for US entities, plus the related party and Form 5472 reporting that trips most owners.
Advisory & structuring
Pre residency planning, entity restructuring, basis step up, and treaty positions decided before the deadline removes the option.
Where most clients start
The second look.
A review of your last three years, your books, and your current structure. What was filed, what should have been, and what it exposes you to.
The difference
Filing is reactive. We built the opposite.
How you work today
Lumen Tax
How you work today
You find out about a new US rule when a penalty arrives
Lumen Tax
The system flags IRS guidance, treaty changes, and deadlines as they move
How you work today
Your accountant asks for documents once a year
Lumen Tax
Your foreign accounts, entities, and US filings live in one record, always current
How you work today
A missed FBAR or foreign company form is discovered too late
Lumen Tax
Crossings are caught when they happen, then reviewed by a US tax specialist
How you work today
Each form is handled by a different person who misses the bigger picture
Lumen Tax
One team handles the structure, the books, and the filings together
How you work today
You explain your life abroad to someone new every tax season
Lumen Tax
We start with your cross border picture already mapped
The platform
Your US tax life, organized in one place.
You still file a US return every year, no matter where you live. We keep every foreign account, entity, and US deadline in one running record, so nothing is discovered at year end.
Client recordReviewed today
112
US filings tracked
47
Foreign accounts
12
Entities linked
6
Open items
- Due in 14 days
UK holding company
Form 5471 · GILTI check due
- On track
Personal foreign accounts
FinCEN 114 · 6 accounts · $340k peak
- Needs review
PFIC investments
Form 8621 · 3 non US funds
- Filed
US rental property
Schedule E · Form 1099 issued
Flagged for your advisor
Your foreign accounts peaked at $340,000 in March. FinCEN 114 is now required for the year, and the UK company's account must be included.
Evidence: 6 statements · Confirmed by an IRS Enrolled Agent
How we use AI
The IRS keeps moving. We move first.
01
We watch
The IRS now uses AI to identify Americans abroad and offshore assets. We watch the same rules, thresholds, and deadlines, so we see it before the notice arrives.
02
We draft
When something moves, the system writes what changed, which US form it triggers, and the first step, with the evidence attached.
03
We decide
Nothing reaches you unreviewed. An IRS Enrolled Agent confirms, corrects, or discards it. The judgement stays human.
04
We stay ahead
Because the IRS is automating enforcement, we automate awareness. Every flag is reviewed by a person before it ever reaches you.
No US filing is prepared by a machine and no cross border advice is sent without a person behind it. The software's job is to make sure nothing is missed between conversations.
Client work
In their words.
“I'd been filing US returns for years and no one had ever asked about the accounts or the company outside the country. They found what was missing, told me plainly what it would cost to fix, and dealt with it.”
US citizen resident in Europe
Foreign account and entity reporting
“They took over from a firm that had missed filings across several of our entities. That was found in the first few weeks, not at year end. Having the books, the filings, and the structure with one team is the difference.”
Multi entity group holding US real estate
Accounting, compliance, advisory
Questions
Frequently asked.
Both. A cross border return is only as good as the accounts behind it, and when the two sit with different providers the reconciliation happens in April under deadline pressure. That is where missed forms come from.
Book
Find out what actually applies to you.
A 30 minute consultation. You'll leave knowing your real exposure and what it takes to fix it, whether or not you work with us.