US Tax Advisory and Compliance
Clarity in an ever evolving regulatory landscape.
Whether you're a US taxpayer living in Southeast Asia, a non-resident with US assets, or have discovered unexpected US filing obligations, we can help. From tax returns to strategic advice on trusts and pensions, our hands-on support, proactive planning, and expert advice will help you stay compliant, avoid costly penalties and minimise your global tax liability.
Responsive, personalised services to help US taxpayers navigate complex cross-border obligations with confidence.
Trusted for our discretion, technical excellence and collaborative approach, we support:
- Individuals and families
- Entrepreneurs and senior executives
- Companies, partners and trusts
- Financial institutions
We build long-term relationships so you always have a partner you can rely on, whether you’re catching up on filings, planning for retirement, or managing international assets.
Our services
US tax returns and compliance
Our experts have an intricate understanding of the US tax system, so we can assess your liabilities and tackle any issues. We bring US Income Tax filings up to date and provide bespoke US tax advice tailored to unique circumstances.
US personal tax and estate planning
From international relocation, to divorce, inheritance, or retirement, we provide tailored tax planning that evolves with your needs, ensuring long-term compliance and peace of mind. With the right support, you will be ready for whatever comes next.
Foreign grantor trusts
If you are a US-connected grantor of this trust, all income and gains must be reported on your annual tax return on a current year basis. We can assist you with the filing of any forms that need to be submitted to the IRS to ensure you carefully navigate your tax liabilities.
Automatic Exchange of Information (AEOI)
The Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) facilitate the transfer of information relating to income-generating assets between the IRS and the tax authority of the country you reside in. They are the two tax regimes currently in place for US-connected individuals in the Asia-Pacific region. We support individuals (account holders) and businesses (financial institutions) to comply.
Non-US businesses operating in the US
Advising those selling products or services, or with a branch office or project, on the most tax-efficient way to operate in the US, including identifying the optimal entity classification for your business and completing your annual US tax filings.
Risk mitigation
By ensuring accurate, timely filings and disclosures, we help clients avoid costly mistakes. If historic under-reporting is discovered, we will guide you through appropriate IRS disclosures and help reduce liabilities created by outdated assumptions.
Why work with us?
Deep technical expertise
Navigating US tax without advice can be complex and confusing. With our deep technical expertise and personal approach, we’ll help you understand and comply with your tax obligations, providing peace of mind and clarity of your position.
Experts in trust planning
Trusts are just one piece of the puzzle. Our advice spans the full trust lifecycle, from pre-establishment planning to post-settlor transitions, and goes beyond trusts to cover wider cross-border issues. Whether you're navigating tax, succession, or regulatory complexities, our support is proactive, personal, and built to last.
Leading with proactivity
We anticipate issues, flag opportunities, and help you plan ahead. Every suggestion and solution we provide is tailored to your unique position and shaped by the market and regulatory environment.
