
Sleep Easy Knowing Your U.S. Taxes Are 100% Compliant —
No Matter Where You Live or Do Business







Canada

Costa Rica









Even as a U.S. expat or citizen earning abroad, you’re still required to file with the IRS. We help you get fully compliant, even if you’re years behind on tax filings, so you can protect your assets and travel without fear of audits or penalties.

When U.S. filings lapse, the consequences can escalate fast. Non-compliance can mean severe fines, frozen assets, restricted travel, or even criminal exposure. The IRS can keep your case open indefinitely until every return is properly filed.

You’re not alone, many of our clients come to us with years of unfiled returns, multiple businesses, and international investments. We’ve seen it all — and fixed it all — giving you clarity, confidence, and peace of mind.

If you’ve fallen behind on your U.S. tax filings while living overseas, you’re not alone. Many of our clients once felt trapped by complex rules, unfiled returns, and fear of IRS penalties.
These stories show how we helped them regain compliance, protect their assets, and move forward confidently, no matter how far behind they were.

From the Netherlands to Puerto Rico: 30% tax → 4% tax
When Dutch software founder Erik Simon wanted to move his business under Puerto Rico’s Act 60, he faced major tax and immigration hurdles.
Our team coordinated across the Netherlands, the U.S., and Puerto Rico to secure his visa, structure his entities, and ensure full international compliance.
The result: a seamless relocation, a drop from a 30% tax rate to 4%, and total peace of mind knowing everything was handled in one place.

U.S.–Mexico Health Insurance Compliance Restored
Jose Manuel’s U.S.–Mexico health insurance company was thriving, until years of missed U.S. filings and FBARs put him at risk of severe IRS penalties.
Our bilingual CPA team worked directly with his staff in Mexico to restore full U.S. compliance and align all international reporting.
Now, his operations are seamless across both borders—and his peace of mind is priceless.

Recovered Costa Rica Real Estate Losses
When the Martinez family relocated from the U.S. to Costa Rica, project setbacks and poor prior tax planning left them facing major losses.
Our team reviewed years of filings, uncovered missed opportunities, and implemented advanced real estate tax strategies to recover lost funds.
The result: restored confidence, cross-border compliance, and a stronger foundation for future growth.

Dubai–U.S. Tax Challenges Fully Resolved
U.S. resident Nikos Christou was living in Dubai while his spouse remained in the U.S.—with businesses in both countries, their tax situation was complex.
Our team helped them file past and current returns, complete FBARs, and report worldwide income accurately.
Today, their U.S. compliance is seamless, and their global operations run without risk or worry.
Our clients trust us because we deliver measurable results and lasting peace of mind.
You’re not the first to feel overwhelmed by international tax rules—hese reviews reflect the real experiences of individuals and business owners who have simplified their finances and maximized their tax savings with our team.









We handle every detail, from six years of back filings to FBARs, FATCA reports, and foreign entity compliance, so you never have to worry about missing a thing.
Our multilingual, multinational team has one mission: to give you total peace of mind, knowing your U.S. and international tax obligations are perfectly aligned, wherever you live or operate.







1. Book Your Call
We’ll discuss your situation, goals, and where filings may be missing.

2. Global Compliance Review
Our CPAs analyze every relevant jurisdiction, return, and entity.

3. Catch-Up & Correct
We handle all past filings, international forms (FBAR, FATCA, 5471, etc.), and multi-state returns.

4. Peace of Mind Plan
We finalize, file, and provide audit protection — keeping you fully compliant moving forward.

Our team includes dedicated tax attorneys who ensure every strategy we implement is 100% legal, fully compliant, and defensible.
For individuals who demand precision and airtight protection, this means your tax savings are built on a rock-solid foundation.

We help structure your finances, from entity structuring, designing advanced retirement plans, and evaluating which investments deliver the greatest tax advantages.
Most high income earners have multiple income streams, we help you leverage them to accelerate long-term wealth.

When you work with us, you’re not limited to a single accountant’s perspective. You get access to CPAs, tax attorneys, enrolled agents, and advisors who bring diverse expertise across industries and jurisdictions.
This team approach means sharper strategies, fewer missed opportunities, and stronger results.

No cookie-cutter strategies here. Every client’s plan is custom-tailored, accounting for cross-border investments, state and federal rules, and evolving financial goals.
With multi-jurisdictional licensing and compliance expertise, we guide you through complex landscapes seamlessly as your needs grow.

You’ll have a dedicated advisor and secure portal to track progress in real time.
Our process is designed for high earners' busy schedules — efficient, transparent, and always available when you need clarity.
Smooth sailing and constant communication are our standards.

With 15+ years of experience and 400+ clients served, our bilingual team specializes in tax planning for high-income individuals and professionals.
We craft strategies tailored to each unique situation, maximizing deductions, reducing taxes, and delivering measurable results most firms can’t match.

"For nearly two decades, I’ve worked with U.S. citizens and business owners around the world who share one frustration—navigating international tax rules that feel impossible to get right.
Most of them came to me after paying far more than they should have, or worse, finding out their tax structure was never compliant to begin with.
That’s why our firm was built differently. We don’t just prepare taxes—we design global tax strategies that help you stay compliant while keeping more of what you earn.
International tax shouldn’t feel like a maze. With the right guidance, it becomes a roadmap—to freedom, compliance, and real savings."
If you are a U.S. citizen or green-card holder you must file U.S. returns and report worldwide income — even if you pay tax where you live. There are credits and exclusions that often reduce or eliminate double taxation, but you still need correct filings to claim them.
You should maintain contracts, intercompany invoices, transfer-pricing analyses, board minutes, payroll records, and local filings. Audits rely on contemporaneous documentation, and good records make controversies far easier to resolve.
If you own a U.S. LLC and operate globally, the key question is where your income is sourced. Income generated from activities inside the U.S. is generally taxed by the IRS. Income earned abroad is typically taxed in the country where it’s generated.
For example, we recently advised a travel company selling vacation packages worldwide. Their U.S. sales were taxed in the U.S., but packages sold for tours overseas were taxed in the countries where the tours took place. The takeaway: U.S.-sourced income is taxed in the U.S., and foreign-sourced income is generally taxed where it’s earned.
We help business owners correctly allocate and report this income to avoid double taxation and stay fully compliant.
If you’re a U.S. citizen, even with dual citizenship, you must report your worldwide income to the IRS. That means ALL income earned must be declared on your U.S. tax return. But here’s the good news: the U.S. provides a foreign tax credit for taxes you already paid abroad.
In practice, your international income will be taxed first in the country you earned it, and then reported in the U.S., where you’d apply a credit for those taxes paid.
This system is designed to prevent double taxation. With the right planning and documentation, we can ensure your foreign income is properly credited, so you never pay tax twice on the same earnings.
Foreign tax credits let you offset foreign income taxes against U.S. tax on the same income; tax treaties can change withholding rates and allocation rules.
Proper documentation and treaty analysis are essential to capture these benefits.
When you manage a U.S.-registered entity from another country, compliance is about substance and documentation. You’ll need the right licenses, contracts, and banking setup. Just as importantly, you’ll want clear reporting of income earned inside vs. outside the U.S.
We typically start with a “cross-border health check” that reviews your entity structure, income sourcing, foreign tax exposure, and reporting requirements. That’s how we make sure your business stays legal, efficient, and ready to scale globally.
If you live and work outside the U.S., you may qualify for one of the most powerful tax breaks available to Americans abroad. The Foreign Earned Income Exclusion (FEIE) allows you to exclude up to roughly $120,000 of foreign earned income from U.S. taxation (the exact amount adjusts each year).
To qualify, you must live outside the U.S. for at least 330 full days in a 12-month period or meet the bona fide residence test, proving you’ve established residency in another country. Keep in mind, you also need to be a tax resident where you live.
We work with clients across Latin America, the Caribbean, and Europe to ensure they qualify correctly because small mistakes here can cost big in penalties or lost credits.
You’re not alone, the IRS knows that international filings can be complicated. Typically, the IRS looks back six years when reviewing unfiled returns. The good news? There are well-established programs to help taxpayers get current and minimize penalties.
Here’s what we do for clients:
- Power of Attorney: We contact the IRS on your behalf.
- Record Retrieval: We obtain transcripts and past records to confirm income reported to the IRS.
- Reconstruction: We reconcile your income and deductions from your own records.
- Penalty Relief: We request abatement and negotiate reduced penalties where possible.
This approach has helped many of our clients come back into compliance, often paying far less than they expected.
If you’re a U.S. citizen, the IRS taxes you on your worldwide income including interest, dividends, and capital gains earned abroad. However, the U.S. also grants foreign tax credits for taxes paid to other countries.
That means if you’ve already paid tax on your investment income abroad (for example, through a local withholding tax or treaty country), the U.S. usually lets you claim a dollar-for-dollar credit to offset U.S. taxes on the same income, effectively preventing double taxation.
To optimize your situation, we recommend:
- Keeping detailed records of taxes paid abroad (including brokerage statements).
- Identifying which income qualifies for foreign tax credits.
- Reviewing tax treaties to confirm rates and treatment.
Our team helps expats with cross-border portfolios maximize credits, avoid duplicate reporting, and ensure IRS forms like Form 1116 and FBAR are filed correctly.
A high-value CPA (or firm) should not simply be a “tax return filer,” but a proactive tax planner / strategist. Here’s how they differ:
Tax preparer: Backward-looking: collect your documents, fill and file returns. Works mostly around tax season and ensures compliance while claiming deductions you already qualify for.
Tax planner / tax strategist: Forward-looking: design business & financial structure to reduce tax burden. Works all year long, not only during tax season, with periodic reviews. Their strategies lower your future taxes, shift income/deductions optimally, and anticipates changes.
Many CPAs or firms do both roles to a degree, but not all are skilled or experienced in advanced tax planning. Some may stick to preparation because it's lower risk, easier to standardize, or because they lack deep knowledge in strategies for high earners.
Your tax planner should essentially be your partner who sees your full financial picture and integrates planning into your business and personal life.
Here’s a quick checklist of traits, questions, and signs of a genuine strategic tax partner:
✔ Credentials & specialization
- Look for CPAs with advanced tax credentials, credentials in multiple jurisdictions (or familiarity with cross-state issues)
- Experience working with high-income professionals (doctors, specialists)
- Partnerships with tax attorneys or in-house legal support
✔ Process and communication
- They should ask forward-looking planning questions (cashflow, risk tolerance, growth plans), not just “give me your W-2s/1099s”
- Year-round check-ins or midyear reviews, not just “once a year”
- Scenario modeling and forecasting, not vanilla “fill in blanks”
✔ Depth of offering
- Offer entity design (LLC, S-Corp elections, professional corp advice)
- Retirement plan design and contribution modeling
- State residency / domicile planning
- Audit defense or proactive documentation support
Don't wait until the IRS reaches out to you,
stay ahead of compliance and peace of mind.

DELERME CPA
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LOCATIONS:
Atlanta: 4651 Roswell Road, B105, Atlanta, GA 30342
Puerto Rico: 807 Ave Ponce de Leon PMB 0406, San Juan, PR 00907
Miami: 31 SE 5th Street, Suite CU204. Miami, FL, 33131
CONTACT: 678-585-6580