Practice Areas: Individual

We provide expert U.S. tax preparation and planning for Americans in Israel, specializing in maximizing credits and ensuring full compliance with both IRS and Israeli reporting requirements.

U.S. Individual Tax Filing (1040 & 1040-NR)

We prepare U.S. individual tax returns for citizens, green-card holders, dual citizens, and non-residents. Our work includes both Form 1040 and Form 1040-NR filings, with a strong focus on U.S. taxpayers living outside the United States.

Child Tax Credit & Family-Based Benefits

We assist families in properly claiming the Child Tax Credit and related benefits, including complex cases involving children living abroad, mixed-status households, and cross-border family situations.

ITIN Applications & Renewals

We handle ITIN filings and renewals for individuals who are not eligible for a Social Security number, including dependents and non-resident taxpayers. Our team guides clients through the process to ensure timely and compliant submissions.

Real Estate Taxation

Real estate is a core focus of our practice. We advise on U.S. rental property taxation, depreciation, passive activity rules, dispositions, and ownership structures for individuals and partnerships with U.S. real estate investments.

FBAR & FATCA Reporting

We advise on foreign account and asset reporting requirements, including FBAR (FinCEN Form 114) and FATCA (Form 8938). Our team helps clients understand their obligations and avoid common compliance pitfalls.

IRS Streamlined Procedures

We assist clients who are behind on U.S. tax filings through the IRS Streamlined procedures, helping non-willful taxpayers come back into compliance while minimizing penalties and exposure. 

PFIC & Foreign Investment Planning

We specialize in advising U.S. taxpayers with foreign mutual funds and investment products classified as PFICs. Our work includes ongoing reporting, mitigation strategies, and planning for exiting PFIC holdings in a tax-efficient manner.