Consultation Request Form
If you reside in the U.S. and are interested in a FREE, no-obligation fee estimate or would like to schedule a consultation regarding your U.S. taxes, please download, complete and upload back to us the Consultation Request Form.
Consultation Request Form »
If you are a U.S. citizen or Green Card holder and reside outside the U.S. and are interested in a FREE, no-obligation consultation regarding your U.S. taxes, please download, complete and upload back to us the Consultation Request Form for Expats.
Consultation Request Form for U.S. Expats»
If you are a non-Resident Alien with U.S.-sourced income and are interested in a FREE, no-obligation consultation regarding your U.S. taxes, please download, complete and upload back to us the Consultation Request Form for Non-Residents.
Consultation Request Form for Non-Residents»
Foreign Investment Chart
Virtually any investment made by a U.S. citizen outside of the United States will have a U.S. disclosure and/or U.S. income tax implication. Proactive planning can help minimize disclosure and income tax requirements. Download this chart to review potential disclosure/income tax effects of various investments.
