Top Financial Advisors and Investment Management Company in USA.
Contact Us 24/7
415-470-6916Contact Mail
[email protected]Contact Location
832 via Palermo, San Ramon, CA, USA© 2025 Core Finance Advisor. All rights reserved.
Taxes in the U.S. do not cease at cross borders. When you are an American in foreign country or have accounts in other countries or even a founder expanding to the U.S., with each action, the IRS will start paying attention. Lose one disclosure: FBAR, FATCA, or Form 5471 and you may face penalties or audit or even taxation twice.
That is the reason Core Finance Advisor is there. But we are not any other tax preparation company, we are a group of international tax consultants, tax preparers and personal tax accountants that have the inside-out concept of cross-border rules. We have 8+ years of experience in the field of taxation and accounting services and we serve expats, investors and international businesses:
Unlike traditional tax preparation firms, we combine hands-on compliance with forward-looking strategy, so you don’t just file taxes, you optimize them.
Expats, foreign investors and international businesspersons trust Core Finance Advisor instead of the old fashioned tax preparation firms—because we do not just file the forms. We provide transparency, adherence and cost savings in the long run. This is the reason why our clients turn to our tax advisors, tax preparers and personal tax accountants:
Now it’s your turn.
The field of international taxation is complicated, yet our procedure renders it easy, understandable and penalty-free. The following is how our tax advisors, personal tax accountants and tax preparers will take you through the process:
We begin by examining your citizenship, residency and world income and assets. As an expat or foreign investor, or U.S. entrepreneur, our tax consultants define your exposure to the IRS, and treaty tax benefits immediately.
When your profile is clear, our tax advisors develop a tailored strategy. With credits, exclusions and treaties, we keep filings clean and reduce double taxation in the lawful way with FBAR and FATCA, GILTI, 5471, and multi-state filings.
Being a full service tax preparation company, we do the heavy lifting. Our tax preparers and CPAs file and prepare your 1040s, FBARs, 8938s, 8865s, and corporate returns- ensuring that it is ready to file with the IRS and free of penalties.
After filing, we do not quit. We monitor rule changes, upcoming deadlines, and changes in your life or business, with year-round assistance of our personal tax accountants to keep you compliant and optimized across borders.
Once your LLC is officially approved by the Wyoming Secretary of State, your business is now ready to bank, invoice, hire, and grow with full compliance.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
At Core Finance Advisor, we blend accuracy of a tax preparation company with the planning of international tax consultants. This is precisely what you will receive when you engage our team of tax advisors, tax preparers, and personal tax accountants:
Our tax consultants, tax preparers, and personal tax accountants are the ones who will be assisting individuals and businesses to grapple with the reality of taxation in the U.S in 2025. You’ll benefit if you’ve:
In case you have moved to America with income or property abroad, we establish your tax residence, claim benefits of treaties and ensure that you are not taxed twice.
When you earned income outside the U.S., we complete your FBAR, FATCA, 1116, and 2555 in a way that your worldwide earnings are reported without causing penalties.
We address FIRPTA rules, capital gains and withholding tax to safeguard your returns in case you purchased U.S. real estate, stocks or opened accounts.
When you start a business we show you the S-Corp vs. LLC choice, we handle the payroll compliance and we lock in deductions to leave even more cash in your business.
In case you have been working remotely with an employer in the U.S., we are filing your state and federal tax, credit foreign tax credits, and avoid risks of two taxations.
When you have accumulated wealth through cross-border portfolios, multiple homes or offshore trusts, we plan on your tax-reduction strategies that reduce exposure and preserve your legacy.
You report as required by the 2025 crypto rules of the IRS, calculate capital gains, and comply with new disclosure regulations, if you have purchased, sold, or staked digital assets.
We correct overpaid or misfiled returns, treaty exemptions, and make sure you receive refunds you deserve, if you have studied or worked in the U.S. on a visa.
When you have a U.S. or foreign pension and are retired abroad, we use treaty relief and design reporting in such a way that your earnings are not taxed twice.
When you have already opened operations in the U.S., we incorporate entities, file across all states and develop tax-smart structures that keep you audit-proof.
You have chosen to relinquish U.S. citizenship or a green card. We compute exit tax, prepare an exit tax form 8854, and coordinate the whole expatriation process.
When you have earned across borders during your stay outside of the U.S., we arrange FEIE, FTC and treaty benefits to ensure that you reduce your U.S. tax liability legally.
We file trust filings, use the estate tax regulations, and safeguard your legacy against cross-border tax disputes, should you have inherited or administered assets outside the United States.
It is not merely that a generic tax preparer and an experienced tax consultant differ only by the difference in the accuracy, but by the real money back in your pocket. This is what the appropriate strategy will look like:
At Core Finance Advisor, we don’t just file—we design tax strategies that reduce risk, cut costs, and protect you worldwide.
At Finance Focus, we keep our U.S. tax consulting services simple and transparent. No hidden charges. No surprise fees.
Real founders. Real voices. Here’s how Core Finance Advisor has helped entrepreneurs in the U.S. , and worldwide , form their LLCs without the stress.
Daniel is a 42 year old U.S citizen residing in London with an income of mid-six figures working in financial services.
Daniel was remitting tax to both the IRS and HMRC. He was losing close to 20 percent of his income to double taxation without the use of exclusions and treaty benefits. There was also his failure to make FBAR and FATCA filings appropriately, which could lead to IRS fines of up to $10,000 and over.
The key steps he took to remain fully compliant and minimise taxes include the application of the Foreign Earned Income Exclusion on exempting income of 120,000 of salary, filing FBAR and FATCA correctly to avoid penalty and use of the U.S.-U.K. tax treaty to avoid taxation on pension and investments.
Daniel also saved his U.S. tax bill by $18,500 in 2024, remained in total compliance with both HMRC and IRS and enjoyed the benefits of knowing his filings were airtight.
“Honestly, I’d been muddling through my taxes for years, paying more than I should and dreading letters from the IRS. Core Finance Advisor sorted it without fuss. They explained things clearly, handled all the paperwork, and I didn’t have to spend hours on hold or chase accountants around. It’s the first time I’ve felt properly in control of my U.S. taxes since moving here.”
Top Financial Advisors and Investment Management Company in USA.
© 2025 Core Finance Advisor. All rights reserved.
Digital Marketing and Development by Digital Gravity.
