Services
Every filing a cross-border life requires.
Seven practice areas covering both returns, both revenue agencies, and everything that sits between them. If you're not sure which apply to you, a consultation will sort it out in one call.
SCHEDULE B & D
California & Florida
Capital Gains & Dividends
Coordinating the tax treatment of investment income across both countries.
Who this is for
What's included
Common question
Why does my accountant ask about the exact date I bought and sold?
Timing affects both which country taxes the gain first and the exchange rate used to convert it — small differences in date and currency conversion method can meaningfully change the calculated gain in each country.