International & Non-Resident Tax
Specialized tax compliance for International Students, Scholars, and Global Investors. We bridge the gap between U.S. tax law and your immigration status.
International Students & Scholars
(F-1, J-1, M-1, H-1B Visas)
Navigating the "Substantial Presence Test" is confusing. We ensure you file the correct forms to stay compliant with both the IRS and USCIS.
- Form 1040-NR: Preparation of Non-Resident Alien returns.
- Form 8843: Mandatory filing even if you had $0 income.
- Tax Treaties: Leveraging treaties (like U.S.-China Article 20) to legally reduce tax.
- FICA Refunds: Recovering Social Security/Medicare taxes wrongly deducted from student paychecks.
Foreign Asset Reporting
(FBAR & FATCA)
If you are a U.S. resident (or Green Card holder) with money abroad, the penalties for non-disclosure are severe. We handle the complex reporting.
- FBAR (FinCEN 114): Required if your foreign accounts total over $10k.
- FATCA (Form 8938): Reporting specified foreign financial assets.
- Foreign Gifts (Form 3520): Reporting large gifts from non-U.S. relatives.
- Pre-Immigration Planning: Strategy before you become a U.S. tax resident.
Need an ITIN? We Are a Certified Acceptance Agent (CAA)
If you need a tax ID (ITIN) but are not eligible for an SSN, you usually have to mail your original passport to the IRS for months. Not with us.
As a CAA, we are authorized to verify your passport right here in our office (or via video interview under specific conditions). You keep your passport; we handle the paperwork.
How We Work With International Clients
Whether you are in Irvine or overseas, our process is 100% digital and secure.
01. Analyze
We determine your tax residency status (Resident vs. Non-Resident) based on your visa history.
02. Secure
Upload your documents (I-20, Passport, W-2) to our encrypted portal. No email risks.
03. File
We prepare the return, apply treaty benefits, and e-file (or provide mailing instructions for 1040-NR).