Living, working, investing, or earning income outside the United States can create additional U.S. tax reporting responsibilities. We help taxpayers address foreign income reporting and required disclosures so international financial activity is properly considered when preparing their U.S. tax filings.
Our international tax support includes:
Our services are designed to help you understand which reporting requirements may apply to your particular circumstances and keep the necessary information organized.
Certain U.S. taxpayers with foreign financial accounts or assets may have additional federal reporting obligations. Calculitix assists with FBAR filings through FinCEN Form 114 and FATCA reporting through Form 8938 when applicable.
Our FBAR and FATCA support can include:
We help identify the information needed for these filings and incorporate the appropriate foreign financial information into your broader tax compliance process.
Cross-border tax obligations can be especially complex for non-residents and U.S. expatriates. Changes in residency, employment location, foreign income, and financial accounts can all affect reporting requirements.
We provide tax filing support for non-residents and expatriates and help you address the U.S. tax requirements relevant to your circumstances.
Paying taxes in another country does not necessarily mean you should ignore the impact on your U.S. tax position. Depending on your circumstances, foreign tax credits may help address potential double taxation.
Calculitix can review applicable foreign tax credit considerations and tax treaty provisions to help determine how they may affect your tax situation. We consider your specific circumstances rather than applying a one-size-fits-all approach.
Some individuals who need to meet U.S. tax requirements may not be eligible for a Social Security number. Calculitix can assist with ITIN applications by helping you understand the application requirements and prepare the necessary documentation.
International and specialty tax matters often require careful attention to detail. Calculitix helps you organize your information, understand your reporting responsibilities, and address complex tax matters with greater confidence.
Contact Calculitix to discuss your international or specialty tax needs.