Services

Expert Tax Services for US Business Owners and Expats

Managing taxes across borders is complex and you deserve a trusted tax partner. With Rook CPAs, you have your pick of specialized support. We’re here to help US expat business owners and American citizens working abroad feel confident in their US tax planning approach.

Business Tax Preparation

For expats running small businesses, freelancers, and solopreneurs, our tax preparation services ensure accuracy, IRS compliance, and stress-free filing, no matter where you’re based. We keep you on top of cross-border tax laws, so you stay prepared and focused on growing your business.

What's Included:
  • Accurate annual filing with cross-border considerations.
  • Optimized tax returns maximizing your deductions and credits to minimize your tax liability.
  • One annual meeting is scheduled to align with your time zone and business needs.
  • We handle the details and organization of all required documents for filing your tax return.
  • Responsive support via email

Business Tax Advisory Services for US Business Owners Abroad & Foreign Owners in the US

Our advisory services go beyond compliance, focusing on proactive global tax planning to keep your business ready for growth and minimize your U.S. tax burden. Working closely with you, we create personalized tax strategies that address your unique cross-border needs and integrate with your business goals and trajectory.

What’s Included:
  • Strategic advice and operational insights from a current US expat business owner and CPA
  • Proactive global tax planning around your unique financial goals
  • Clearly-communicated fee structure
  • Dedicated, ongoing support throughout the year
  • IRS support

Tax Planning for Expat Families and Professionals

Our Family Office Expatriate Tax Services support expat families and highly skilled professionals managing cross-border tax obligations. We handle the details so you can focus on what matters most, ensuring that your global finances are simplified and secure.

What’s Included:
  • Comprehensive tax compliance ensuring accurate, timely filings to keep your tax situation stress-free.
  • Retirement planning creating tax-efficient stability for the future, including collaboration with a trusted cross-border financial planner (as applicable).
  • Catch-up services supporting those behind on filings, helping you achieve compliance and peace of mind.

Each of our services is designed to address the unique needs of US business owners

Whether you’re an American entrepreneur in Spain or a gutsy US immigrant charging toward the American Dream, you deserve to be backed by a dedicated team ready to guide you every step of the way. At Rook CPAs, we’re here to help you confidently navigate the ever-changing US business tax landscape.