International Tax Planning & Compliance

Whether you’re expanding internationally, investing overseas, or managing foreign assets, international tax decisions often affect far more than compliance. Wallace Plese + Dreher (WP+D) helps business owners, investors, and individuals navigate cross-border tax matters with practical guidance and specialized expertise.

Who We Work With

We work with a range of clients facing international tax and reporting obligations, including:

• U.S. owners of foreign businesses
• Businesses expanding internationally or entering the U.S. market
• Foreign-owned companies operating in the United States
• High-net-worth individuals with foreign businesses, multiple foreign rental properties or significant international reporting obligations

Every international tax situation is unique. We work closely with clients to understand their goals, identify potential risks, and develop practical solutions that support their business, investment, and growth objectives.

Why International Tax Planning Matters

U.S. citizens, residents and many U.S. businesses are subject to U.S. tax and reporting requirements on their worldwide income and certain foreign assets and investments. Many international tax issues don’t come to light until years after an account is opened, a foreign investment is made or a business expands overseas. By then, missed reporting requirements can result in significant penalties and costly remediation efforts.

Proactive international tax planning helps clients identify and understand their obligations and address potential issues before they become larger problems.

How We Help

International tax reporting requirements are often interconnected and evolve over time. We help clients address current compliance obligations while identifying planning opportunities that support long-term business and investment goals.

Our services include:

• International tax planning
• Entity structuring and cross-border tax strategies
• International reporting and withholding guidance
• Transfer pricing support
• Tax treaty interpretation and planning
• Repatriation and foreign earnings planning
• Assistance with missed international filings, disclosure matters and remediation planning

We also collaborate with attorneys, financial advisors, and other professionals to help clients coordinate international tax considerations with their broader business and financial objectives.

Dedicated International Team

Our international tax professionals combine technical expertise with practical business insight to help clients navigate complex cross-border tax matters.

Global Resources, Local Service

WP+D also serves international clients through its alliance with CPAmerica, Inc., a member of Crowe Global. Ranked among the largest accounting networks in the world, Crowe Global includes more than 200 independent accounting and advisory firms across 130+ countries.

Through this network, we can connect clients with trusted professionals who understand local business practices, regulations, and tax requirements, providing valuable support for international operations, investments, and expansion initiatives.