• Expatriate U.S. citizens or U.S. residents in Andorra, Argentina, Australia, Austria, Canada, Chile, China, Colombia, Czech Republic, Denmark, Dubai, France, Germany, Greece, Honduras, Hungary, Haiti, India, Iraq, Japan, Indonesia, Italy, Kenya, Malta, México, Morocco, Netherlands, Poland, Qatar, Saudi Arabia, Singapore, Spain, Sweden, Switzerland, Turkey, United Arab Emirates and the United Kingdom.
  • Nonresident aliens and Green Card holders with citizenship in Argentina, Australia, Brazil, Canada, China, Dominican Republic, Ecuador, Egypt, El Salvador, Finland, France, Germany, Hungary, India, Ireland, Israel, Italy, Japan, Kuwait, México, Netherlands, Nicaragua, Portugal, South Africa, Spain, Sweden, Turkey, United Kingdom or Venezuela.
  • Foreign nationals in the U.S. under A-3, B-1, E-3, F-1, G-4, H-1B, H-2B, L-1, O-1, TN or other visas.
  • Foreign partnerships in Canada, Brazil, Cayman Islands, France, Italy and Kuwait.
  • US corporations with no effectively connected US income and owned by non-resident aliens
  • Foreign corporations in Australia, British Virgin Islands, France, Germany, Kuwait, Malta, New Zealand, Nicaragua, Panama, Saudi Arabia, Spain, United Kingdom, Vanuatu and Venezuela.
  • Foreign trusts in Australia, the Channel Islands, Canada, Denmark, Malta, México (fideicomisos), New Zealand and the United Kingdom.
  • FIRPTA withholding refunds obtained for clients in Australia, Canada, China, France, Germany, Mauritius, México, Netherlands, Spain, Sweden, Switzerland, and the United Kingdom.


  • Individuals – residents of Texas, Arizona, Arkansas, California, Florida, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Virginia, Washington DC, Wisconsin, and other states.
  • Business entities (C corps, S corps, LLCs, partnerships, and proprietorships) engaged in engineering, automotive, real estate development, computer gaming software design, well drilling, book store, legal work, beauty salon, food service, health insurance servicing, manufacturing, medical and chiropractic, investments, building trades, real estate brokerage, restaurants, publishing and graphic design
  • Trusts – simple and complex, revocable and irrevocable, intervivos, living, grantor and IDGTs (intentionally defective grantor trusts), and ILITs (irrevocable life insurance trusts)
  • Estates and Gifts – Texas, California, Florida and New York – income tax and Federal and State estate and gift tax returns