Who We Serve
US Tax Compliance for Foreign Investors, Expats & Dual-Status Filers
Expert guidance for foreign nationals, US expats, and dual-status filers navigating FBAR, FATCA, and the complexity of cross-border tax obligations.
We Understand
The Challenges You Face
- Missed FBAR or FATCA filings — significant penalties accumulate quickly without expert guidance
- Unclear residency status — Substantial Presence Test and dual-status filing rules are complex
- PFIC reporting for foreign mutual funds and investment accounts
- Uncertainty around treaty benefits and whether they apply to your situation
- Filing obligations in multiple countries without a CPA who understands both sides
How We Help
Services Built for Your Situation
International Tax
FBAR, FATCA, dual-status returns, treaty analysis, and foreign tax credit optimization.
Learn MoreTax Planning
Pre-immigration planning, year-exit strategies, and ongoing multi-country tax efficiency.
Learn MoreTax Preparation
Form 1040-NR, Form 1040, FBAR filings, and all required international disclosure forms.
Learn MoreClient Outcomes
Results That Speak for Themselves
$0
In penalties after coming into compliance
A foreign national with multiple unreported accounts used our voluntary disclosure process to get fully compliant without incurring penalties.
— Foreign national investor
Every client situation is different — but the pattern is consistent. When tax strategy is built into financial decisions year-round rather than applied retroactively in April, the results are measurable.
Ready to Work With a CPA Who Understands Foreign Nationals & Expats?
Schedule a confidential consultation to discuss your specific situation and learn how Blue Sage can serve you.