What we do
Tax and compliance work for people, companies and estates that exist in two countries at once.
Our services
United States
Entity formation (LLC, Corporation)
Formation, registration, tax classification and initial tax orientation.
Bookkeeping
Books, bank reconciliations and management reporting, maintained on the accounting basis applicable in the United States. Does not include audit, review or the issuance of an opinion, which are assurance services reserved to a CPA.
Tax preparation, individuals and entities
Federal returns for residents and non-residents.
EIN and ITIN
Application and follow-through for U.S. tax identification numbers, including for a non-resident spouse.
Payroll
Calculation, withholding, pay statements and the related filings.
Representation before the IRS
Audits, collection matters and appeals, as an Enrolled Agent, in any state.
Our services
Brazil
Full accounting for companies
Books, tax determination, reporting and statutory compliance.
Income tax, individuals and companies
Prepared with the U.S. return in view, so the two do not contradict each other.
Regularisation and compliance
Correcting past filings and bringing obligations current.
Our services
Where the two sides meet
Cross-border compliance
The filings and reports each country requires when the other is in the picture, and the order in which they have to happen.
Management reconciliation, Brazil and the United States
Comparative reporting across the accounting bases used in each country, to support decisions across jurisdictions. This is management and bookkeeping work; it does not produce audited statements or an assurance opinion.
Cross-border structuring
How an entity, a property or a holding is read on each side, and what each arrangement implies in the other country.
Planning around a move
For people relocating in either direction, the sequence of steps and filings that a move sets off in both systems.
Estate and succession across two systems
How assets in one country are treated by the other when they pass, and what that means for the people who inherit them.
Ready to start?
Get in touch and we will look at what your situation actually requires.