When work or business crosses a border, the starting conversation needs a wider view.
The firm’s published background includes expatriate tax issues, foreign nationals working in the United States and companies operating internationally.
For individuals.
Introduce the countries connected to your situation, the relevant period and the reason for your inquiry. You do not need to put private tax documents into an introductory website form.
For businesses.
Explain where the business operates, which entities are involved and what has changed. A new activity, an existing filing question and a planning discussion may call for different scopes of work.
Where is the activity?
What is the question?
Dates and correspondence.
If your request relates to a period, a notice or a known deadline, mention that in the initial conversation. The practice will discuss the appropriate next steps and secure information-sharing channels.
Keep the first message simple.
A short description is enough to ask about fit and availability. This page does not determine residency, filing duties, treaty treatment or any tax result.
