International Tax Services for High-Net-Worth Individuals

Maximize Savings. Avoid Penalties. Stay Compliant.

The Only Thing Worse Than Overpaying Taxes? Getting Taxed Twice.

You don’t build wealth by overpaying the government. And yet, that’s exactly what many high-net-worth individuals and international investors do—because they don’t have the right tax team.

At O’Brien & Panchuk, we don’t just file returns. We architect international tax strategies designed to keep more of your money where it belongs—in your investments, your businesses, and your portfolio.

If you're dealing with any of these, most tax firms react. We strategize:

Cross-border investments
– Maximize tax efficiency while staying compliant.
Offshore holdings – Ensure bulletproof structuring for FATCA & FBAR.
Multiple business entities – Seamless tax planning across jurisdictions.
Expat status – Avoid unnecessary tax burdens and double taxation.
IRS scrutiny – Minimize risk, reduce exposure, and stay in control.

Why Our Clients Stay With Us (While Others Switch Firms Every Year)

Most CPA firms treat international tax services like a factory line—churning out returns without a second thought. We don’t.
Our tax strategists, CPAs, and international tax experts build custom tax strategies tailored to your unique financial landscape.
Precision, Not Just Compliance
We don’t just check boxes. We uncover legal tax-saving opportunities you didn’t know existed.
Bulletproof International Compliance
From FBAR to FATCA, we proactively keep you ahead of global tax changes.
High-Stakes Expertise
We work with high-net-worth individuals, entrepreneurs, and expats who need more than just tax prep.

Book a Strategy Assessment Call

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760-851-0056

What Makes Us Different?

With clients in 18 countries, our partners have extensive hands-on experience and dual citizenship (US-Canada). We handle dozens of withholding and cross-border cases every year.

If you decide to sell your property, some serious withholding and tax filing issues will arise. Specifically, the Foreign Investment in Real Property Tax Act (FIRPTA) requires that either 10% or 15% of the gross proceeds of the sale be withheld and remitted to the IRS. An additional 3.33% of the gross proceeds will also usually be withheld for state tax purposes in California.
These withholding requirements could substantially reduce the amount of money you receive at closing when you sell your U.S. property. And this could significantly affect your cash flow.
In addition, you must apply for a U.S. Individual Taxpayer Identification Number (or ITIN) in order to sell your property as well as file a U.S. Individual Non-Resident Income Tax Return (Form 1040-NR) as well as a state tax return to report the amount of your gain or loss on the property sale.