Our Services

At Midtown Expat Tax, we specialize in international tax, offering high quality, personalized service worldwide to address diverse cross-border needs. We provide high quality and personalized service worldwide, with the ability to meet the cross-border needs of the many complex business models. Here are some practice areas, but not limited to, of where we can help you with:

For Americans Expatriates Overseas & Stateside Americans with Offshore Accounts:

• Claim Foreign Earned Income exclusion (Form 2555).

• Utilize Tax Credit and Offset with Foreign Tax Paid (Form 1116).

• Dual Reporting for Offshore Financial Accounts (FBAR and Form 8938).

For International Assignees (H, L, O visa) in the U.S.: 

• Benefit from Tax Credit and Offset with Foreign Tax Paid (Form 1116).

• Report Offshore Accounts (FBAR and Form 8938).

• Explore Dual Status Returns if You Qualify.

For International Students (J-1, F-1, and OPT):

• Claim Country-Specific Tax Treaty Income Exclusion/Deduction.

• Abate Social Security Tax and get it refunded.

• File the Correct 1040 for OPT, which is 1040NR.

For International Investors:

• Streamline processes with ITIN Application and Backup Withholding (SS4, W9 & W8BEN).

• Handle EIN Application, Incorporation, and Withholding Refund with Form 8288, 1042S, and 8805.

• Manage Corporate Tax Returns for Foreign Corps.

For Americans Who Failed to Report Foreign Accounts (Offshore Voluntary Disclosure Program, OVDP, and Streamlined OVDP):

• Most Oversea Expats Pay Virtually No Penalty***.

• Most Other Taxpayers Residing in the United States Pay a 5% Penalty***.

***Some conditions apply***