International & Cross-Border Tax

Boca Raton International Tax CPA

Specialist international and cross-border tax for Boca Raton's international families, foreign investors, and professionals with ties across borders.

Licensed CPA
State of Florida
Master of Taxation
Graduate Degree
10+ Years
Experience
English & Spanish
Bilingual Service

Specialist Cross-Border Tax

International Tax for Boca Raton

Boca Raton draws wealth from around the world: affluent international families settling in southern Palm Beach County, foreign investors buying property from the beach to Mizner Park, and Latin American professionals and executives building careers and businesses here. When a family’s assets, income, and relatives span more than one country, the tax picture changes, and that is exactly where our work sits.

We are a specialist firm in cross-border tax, based in South Florida and built for this market. Whether you are a foreign national investing in Boca real estate, a dual resident splitting the year between countries, or a family with accounts and holdings abroad, this is the part of the tax code we focus on, with secure document exchange and bilingual service in English and Spanish.

One Firm, Your Whole Tax Picture

How We Help Boca Raton Clients

Cross-border tax is our focus. Here is where we go deepest, plus the day-to-day accounting to support it.

Our Process

Three straightforward steps from your first message to a fully managed tax strategy.

01
30 minutes · No charge
Discovery Call
We learn about your situation, your entity structure, cross-border exposure, and goals. You learn how we work and what to expect.
02
Scoped engagement
Technical Analysis
We review your documents, prior returns, and structure. We identify obligations, risks, and opportunities, then present a clear scope and fixed fee, with a formal engagement letter before anything starts.
03
Ongoing advisory
Proactive Strategy & Filing
We execute the plan, file accurately, and stay in your corner year-round, flagging opportunities before they pass.

What to Bring

The more context you arrive with, the more we can give you in 30 minutes.

Prior Year Tax Returns
Financial Statements
IRS Notices or Open Correspondence
Tax Documents: W-2s, 1099s, K-1s
Entity Documents: Articles, Operating Agreement

Get in Touch

Tell us about your situation — we'll let you know how we can help

Reach us directly

Schedule a Meeting

Book a 30-minute consultation

Open Calendar

Your Questions Answered

We believe in transparency. Everything you need to know about how we work, what we charge, and why we're different.

Do you work with international families in Boca Raton? +
Yes. Cross-border tax is the core of our practice, and Boca's international families sit squarely in it. We plan around residency, foreign assets, and U.S. investments together, with secure document exchange and bilingual service in English and Spanish.
Do you work with foreign-owned LLCs and foreign investors? +
Yes. This is core to our practice. We handle foreign-owned U.S. LLCs, Form 5472, FIRPTA on U.S. real estate, U.S. subsidiaries of foreign companies, and inbound investment structuring.
I have foreign accounts, income, or assets. Do I need to report them? +
Almost certainly. U.S. persons must report foreign bank accounts (FBAR), foreign financial assets (FATCA), foreign income, and interests in foreign companies, and the penalties for missing these are steep. We handle the full range of foreign reporting and the planning that goes with it.