Everything you need for cross-border survival and success

The International Tax Nerds at Schwartz International team with individuals, companies of all sizes and other accounting and law firms to provide practical international tax, compliance and legal advice.

We live and breathe international tax daily, and since we’ve lived in various countries, we understand the diverse cultural challenges you face.

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International Tax
Advisory Services

We partner with you through every stage of your cross-border activities making sure there’s a strong foundation. You want to get your money in and out easily and efficiently reducing headaches and tax drag. We help you maximize your time and investment whether you’re “Inbound” into the US or “Outbound” to another jurisdiction. We’ll help you navigate the complicated and ever-changing tax laws you face.

Our international tax advisory services include but are not limited to:

Global tax and cash flow planning, structuring and consulting
Inbound and outbound planning
Tax exposure, including programs like the Streamlined Domestic Offshore Procedures, Streamlined Foreign Offshore Procedures, Delinquent International Information Return Submission Procedures and Delinquent FBAR Submission Procedures.
Expat services including company and individual planning
M&A due diligence and planning
Tax authority audits and controversy
Expatriation and Green Card tax issues
Transfer pricing guidance
VAT (Value Added Tax) and GST (Goods and Services Tax)

International Tax Compliance

Let’s face it – tax compliance gives most  people headaches. Compliance gets more complicated every year, and there are new rules, more forms and more pages than ever. It’s confusing and can seem non-sensical. The International Tax Nerds love this stuff – that’s why people like working with us. We prepare tax forms and also review returns prepared by other accounting and law firms. In addition to standard income tax returns and forms for US and non-US persons (e.g. forms 1040 and 1040-NR; 1120, 1120S and 1065) some of the items we handle include:

Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations
Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner
Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships
Form 8858, Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)
Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation

We’re proud of being International Tax Nerds. Let us make your life easier. Give us your headache!

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There are clearly more questions than answers in many areas of cryptocurrency taxation, as the Jarrett case shows for staking. If an advisor has all the cryptocurrency tax answers, you should be wary. There are too many unknowns. We focus on the details of each transaction, as small changes may impact whether there’s current versus potential future income or whether there’s ordinary income versus capital gains.

Marc Schwartz, our International Tax Nerd In-Chief has spoken on cryptocurrency with the American Academy of Attorney-CPAs (of which he’s a proud member) and in Latin America for accounting and law firms in the region.

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The Schwartz Law Firm

A sister company to Schwartz International, The Schwartz Law Firm  provides a proactive approach in concert with our accounting services. There are two broad areas of focus:

Design and Implementation: Whether creating new corporate structures or restructuring existing ones, our team can implement the plan that meets your goals. We draft M&A agreements, create corporations, author royalty contracts, file paperwork with the proper authorities, and provide other legal work your global structure requires. For companies sending employees around the globe, we partner with your HR team to set up your secondment agreements and work with local HR and payroll companies to ensure reasonable expectations and compliance.

Tax Exposure: We also work with you on more sensitive matters such as tax exposure. Maybe you’re a US citizen or Green Card holder living outside the US who hasn’t filed a US tax return or foreign bank disclosure. Maybe you’ve filed but inaccurately. We help you come back into compliance and ensure you’re set to stay in compliance.

As appropriate, The Schwartz Law Firm will team with Schwartz International on programs like the Streamlined Domestic Offshore Procedures, Streamlined Foreign Offshore Procedures, Delinquent International Information Return Submission Procedures and Delinquent FBAR Submission Procedures and more.


Contact us today to discuss how we can assist with your international tax and legal matters.

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