Our Services

US & French Tax Preparation

Annual tax filing for US citizens abroad is more complex than most people realize. You have obligations in both countries—and they interact in ways that require specific expertise to handle correctly. We take care of both sides, every year.

• FBAR Compliance US citizens with foreign bank accounts above $10,000 must file a Foreign Bank Account Report annually. Penalties for non-compliance are severe. We ensure your FBAR is filed accurately and on time.
• Annual Individual Tax Filing We prepare and file your US federal return and French tax declaration, coordinating the two to maximize treaty benefits and minimize your overall liability.
• Compliance Catch-Up If you've missed prior years, we can help you come into compliance through the IRS Streamlined Filing Compliance Procedures or other voluntary disclosure programs—minimizing penalties in the process.

Cross-Border Tax Advice

Many common financial decisions in France have significant—and often invisible—US tax consequences. We advise before you act, not after, so there are no surprises at filing time.

• French Investment Accounts Opening a PEA (Plan d'Épargne en Actions) or Assurance Vie has specific US reporting implications. Before you invest, we'll explain exactly what it means for your US tax return.
• Property Sales & Rental Income Selling French property or earning rental income triggers reporting in both countries. We calculate and coordinate so you don't pay more than you owe—or file incorrectly.
• Foreign Brokerage Accounts US citizens holding foreign brokerage accounts face PFIC (Passive Foreign Investment Company) rules and other complex reporting requirements. We navigate this so you don't have to.

Gifts & Inheritances

Cross-border inheritances are among the most complex scenarios in international tax. The US and France each have their own estate and succession rules, and navigating both simultaneously requires careful, specialized handling.

• Cross-Border Inheritance Filings When a US citizen in France inherits assets—whether in France or the US—we handle all related filings, in both jurisdictions, to ensure full compliance.
• Foreign Estate Compliance US beneficiaries receiving gifts or inheritances from foreign estates have specific IRS reporting requirements (Form 3520 and others). We ensure these are filed correctly and on time.