HEVIA & HEVIA CPA FIRM · SOUTH FLORIDA
International tax services
Cross-border interests. A connected U.S. tax perspective.
When income, ownership, or investments cross borders, the U.S. tax picture can require additional attention. We help individuals and business owners define their U.S. tax preparation, planning, and reporting needs and coordinate with other advisors where appropriate.
Discuss your tax needs ↗Serving Miami, Brickell, Coral Gables, and clients across South Florida and internationally.
WHO WE HELP
For domestic and foreign clients with cross-border interests
We work with business owners and individuals whose financial activities involve more than one country. Our experience includes domestic and foreign real estate professionals, real estate investors, and rental property owners. We start with the countries involved, ownership arrangements, relevant activities, and prior filings before agreeing on the work.
A CLEAR ENGAGEMENT
What your support can include.
We define the services, responsibilities, deliverables, and fees before work begins. Your engagement agreement determines what is included.
Cross-border fact gathering
Review of the relevant residence, ownership, income, entity, and investment information needed to understand your U.S. tax questions.
U.S. preparation and reporting
U.S. income tax return and information-reporting support identified in your engagement, based on your circumstances.
Foreign investment in U.S. real estate
Discussion of U.S. tax and reporting considerations associated with property ownership, rental activity, or a proposed disposition.
Planning and advisor coordination
Planning discussions and coordination with overseas tax or legal advisors as agreed; foreign-country advice and filings may require a separate local professional.
HOW WE WORK TOGETHER
A practical path forward.
- 01
Map the circumstances
Discuss the countries, people, entities, assets, and deadlines involved.
- 02
Review prior information
Look at relevant filings, ownership records, income, and available supporting documents.
- 03
Define the U.S. scope
Agree on the preparation, reporting, analysis, and advisor coordination to be covered.
- 04
Coordinate and follow through
Resolve information requests, complete the agreed work, and identify follow-up matters.
GETTING STARTED
Bring the picture
into focus.
You do not need every answer before contacting us. Tell us what you need help with and which records are available. We will identify the information needed for the proposed work.
Helpful information to have ready
- Relevant U.S. and foreign tax filings, where available
- Ownership information for businesses and investments
- Income statements and records of U.S. property activity
- Details of proposed transactions, notices, and known reporting deadlines
Arrange document sharing directly with the firm. Do not send confidential tax records through the introductory website form.
COMMON QUESTIONS
Clear answers before
the first conversation.
Do you work with foreign investors in U.S. real estate?
Yes. Our experience includes foreign real estate investors and rental property owners. We discuss your ownership arrangements, property use, income, proposed transactions, and filing history to identify the appropriate U.S. tax engagement.
Can a rental property require more than an income tax return?
Depending on the circumstances, foreign ownership and U.S. rental income can involve withholding and information-reporting questions as well as income tax filings. We review the facts before defining responsibilities. The IRS guidance on withholding for foreign persons provides general background; individual analysis is still needed.
Do you prepare foreign-country tax returns?
Our stated focus is U.S. tax matters. Foreign-country advice and filings may require a local advisor in the relevant jurisdiction. We discuss any coordination with that advisor and clearly define each party’s responsibilities.
Can you coordinate with my existing overseas accountant?
Yes, where appropriate and with your authorization. We agree on the information exchange, roles, and scope of coordination. Working with multiple advisors does not make all jurisdictions’ services part of one engagement.
Can you help if I am unsure what I have filed before?
We can begin by reviewing available records and identifying information gaps. Prior-year filings, notices, and unresolved reporting matters can affect the scope. Any remediation, amended filing, or specialist work must be separately evaluated and agreed.
When should I contact you about buying or selling U.S. property?
Preferably before committing to the transaction or finalizing the ownership arrangement. Share the proposed structure, timing, and available documents so we can identify the U.S. tax questions and any additional coordination needed.
YOUR NEXT CHAPTER
Let’s put a plan
behind your progress.
Tell us where your business is today—and where you want it to go.
Start a conversation ↗