jonathan@alpinebridgetax.comLake Zurich, Illinois
Focused cross-border guidance

Services

Practical U.S. tax support for individuals and families whose lives, accounts, work, or plans extend across borders.

Cross-Border Tax Consultations

A focused strategy session for a specific international tax question or upcoming decision. Consultations are designed to identify the U.S. tax issues, clarify available options, and outline next steps.

  • Moving to or from Germany or Europe
  • Foreign income and tax-credit questions
  • Retirement and investment accounts
  • Residency and filing considerations

U.S. Tax Preparation

Preparation of U.S. individual income-tax returns with attention to the international forms and reporting obligations that may arise when accounts, income, or assets cross borders.

  • Federal individual income-tax returns
  • Foreign income reporting
  • Foreign tax credit analysis
  • FBAR and related reporting coordination

Strategic Tax Planning

Forward-looking analysis for decisions that should be evaluated before the transaction, move, distribution, or account change occurs.

  • Retirement distributions and conversions
  • Investment and account structure
  • Education and family decisions
  • Business and self-employment questions

Ongoing Cross-Border Support

For situations that require more than a single meeting, Alpine Bridge can define a project scope with scheduled planning meetings, document review, and implementation support.

  • Multi-step planning engagements
  • Coordination with foreign tax professionals
  • Decision modeling and written recommendations
  • Year-round planning support

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