Specialized Tax Support for Global Financial Matters

International tax situations can involve additional reporting requirements, foreign income, tax credits, and disclosure rules that do not apply to every taxpayer. Calculitix provides international and specialty tax services for individuals and businesses with cross-border financial responsibilities.

Navigate International Tax Requirements

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:

  • Foreign income reporting
  • International tax disclosure support
  • Review of cross-border financial activities
  • U.S. tax reporting for foreign income
  • Guidance on applicable international reporting requirements
  • Organization of foreign financial information

Our services are designed to help you understand which reporting requirements may apply to your particular circumstances and keep the necessary information organized.

FBAR and FATCA Reporting

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:

  • FBAR filing through FinCEN Form 114
  • FATCA reporting through Form 8938
  • Foreign financial account reporting
  • Foreign asset reporting support
  • Reviewing information required for international disclosures
  • Organizing financial information for required filings


We help identify the information needed for these filings and incorporate the appropriate foreign financial information into your broader tax compliance process.

Tax Support for Non Residents and Expatriates

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.

Understand Foreign Tax Credits and Treaties

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.

Assistance With ITIN Applications

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.

Get Clearer Guidance for Complex Tax Situations

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.