Services
US Tax Compliance for International Situations
Expert guidance on US tax obligations for foreign nationals, dual-status filers, and US persons with foreign income.
Overview
What Is International Tax?
US international tax compliance is among the most complex and penalty-heavy areas of the tax code. Many foreign nationals and US expats unknowingly accumulate significant penalties from missed FBAR, PFIC, or FATCA filings. Blue Sage helps clients get compliant, stay compliant, and plan efficiently.
Ideal Clients
Who This Service Is For
- Foreign nationals living or working in the United States
- US citizens or green card holders with foreign income, investments, or accounts
- US persons with ownership interests in foreign businesses
- Families with international asset structures
Scope of Work
What's Included
- Dual-status and non-resident alien returns (Form 1040-NR)
- Foreign Bank Account Reports (FBAR / FinCEN 114)
- FATCA reporting (Form 8938)
- Foreign tax credit planning and optimization
- PFIC (Passive Foreign Investment Company) reporting
- Treaty benefit analysis and elections
- Foreign corporation reporting (Forms 5471, 8865)
- Voluntary disclosure and penalty abatement consultation
- Substantial Presence Test analysis
Why Blue Sage
What Sets Our Approach Apart
International tax compliance requires staying current with an extremely fast-changing regulatory environment. Blue Sage brings the same depth of expertise to international situations that it applies to all other complex tax matters.
Related Services
Common Questions
About International Tax
How is this different from what my current CPA does?
Most firms treat this as a once-a-year task. Blue Sage treats it as an ongoing strategy — your situation is reviewed throughout the year so opportunities aren't missed and decisions are made with full tax awareness.
What does working with Blue Sage actually look like?
You work directly with Neo — not an associate or a preparer. Engagements include quarterly touchpoints, year-end planning, and access whenever a financial decision requires tax input before you make it.
How do I get started?
Schedule a free introductory consultation. Neo reviews your current situation, identifies gaps, and outlines exactly how Blue Sage can add value — with no obligation.
Ready to Discuss Your International Tax Needs?
Schedule a confidential consultation with Neo to explore how this service applies to your specific situation.