Expert International Tax Compliance & Planning
Navigating international tax obligations is one of the most complex challenges facing U.S. taxpayers with global connections. Whether you're a U.S. citizen living abroad, a foreign national working in the United States, a business with international operations, or an individual with foreign investments and bank accounts, LuniTax provides comprehensive international tax services to ensure full compliance with U.S. and foreign tax laws. Our specialized team understands FATCA reporting requirements, FBAR filings (FinCEN Form 114), foreign income exclusions, tax treaty applications, and the intricate rules governing worldwide income taxation. We help you navigate this complexity while minimizing your global tax burden and avoiding severe penalties for non-compliance.
For U.S. expatriates and citizens abroad, we specialize in maximizing the Foreign Earned Income Exclusion (Form 2555), claiming the Foreign Tax Credit (Form 1116), and properly reporting foreign pensions, social security, and investment income. We handle the unique challenges faced by dual citizens, green card holders, and those considering expatriation or renunciation of citizenship. Our expertise includes navigating totalization agreements, determining tax residency status under treaty tie-breaker rules, and optimizing the timing of moves between countries to minimize tax liability. We also assist with late filing compliance through the Streamlined Filing Compliance Procedures for taxpayers who have unintentionally failed to report foreign income or assets.
For businesses with international operations, we provide strategic tax planning for cross-border transactions, transfer pricing compliance, foreign tax credit optimization, Subpart F income analysis, and GILTI (Global Intangible Low-Taxed Income) calculations. We advise on the tax implications of establishing foreign subsidiaries, branch operations, or joint ventures abroad. Our services include treaty analysis to minimize withholding taxes on cross-border payments, guidance on repatriation strategies, and assistance with IRS Form 5471 (foreign corporation reporting), Form 8858 (foreign disregarded entity reporting), and Form 8865 (foreign partnership reporting). Whether you're expanding internationally or already operating globally, LuniTax ensures your international tax structure is compliant, efficient, and aligned with your business objectives.
Our International Tax Service Process
Our international tax engagement begins with a comprehensive assessment of your global tax situation, including all countries where you have tax obligations, foreign accounts, investments, business interests, and income sources. We analyze your residency status, treaty eligibility, and compliance requirements across all jurisdictions. Next, we develop an integrated global tax strategy that coordinates U.S. and foreign tax filings, maximizes available exclusions and credits, and ensures timely reporting of all foreign assets. We prepare all required forms including FBAR (FinCEN 114), FATCA Form 8938, Form 5471 for controlled foreign corporations, Form 3520 for foreign trusts and gifts, and country-specific tax returns as needed. Throughout the year, we provide proactive guidance on tax-efficient structuring of international transactions and investments, keeping you compliant while minimizing your worldwide tax burden.
- Complete FATCA and FBAR compliance including Forms 8938 and FinCEN 114 filing
- Foreign Earned Income Exclusion and Foreign Tax Credit optimization for expats
- Tax treaty analysis and application to minimize withholding and double taxation
- International business reporting including Forms 5471, 8858, 8865, and transfer pricing
- Streamlined Filing Compliance Procedures for late or delinquent foreign reporting
International Tax Situations We Specialize In
Our international tax expertise encompasses the full spectrum of cross-border tax situations. For individual expatriates and global citizens, we handle U.S. tax returns for citizens living abroad, foreign national tax compliance in the U.S., non-resident alien tax returns, dual-status tax returns for year of arrival or departure, and expatriation tax planning including Form 8854 for citizenship renunciation. We manage FBAR reporting for foreign bank accounts exceeding $10,000, FATCA Form 8938 for specified foreign financial assets, and reporting of foreign trusts, estates, and gifts on Form 3520/3520-A. For businesses, we provide comprehensive international corporate tax services including controlled foreign corporation reporting (Form 5471), foreign partnership reporting (Form 8865), passive foreign investment company compliance (Form 8621), and transfer pricing documentation for intercompany transactions. We also specialize in tax treaty applications for reduced withholding rates, totalization agreements for social security, tax equalization for corporate assignees, and voluntary disclosure programs for unreported foreign income. Whether you're a digital nomad, international executive, foreign investor, multinational corporation, or individual with inherited foreign assets, LuniTax provides the sophisticated international tax guidance you need to stay compliant across all jurisdictions while optimizing your global tax position.