Boston's concentration of universities, biotech companies, and research hospitals creates one of the largest international talent pools in the country. J-1 researchers, H-1B biotech professionals, and academics with foreign appointments all face cross-border tax obligations. I handle the full return and every international form connected to it.
J-1 visa holders at Boston universities and research institutions have unique filing rules: treaty-based exemptions that vary by country, the substantial presence test exclusion for the exempt individual period, and the transition to resident status when the exemption ends. I handle the correct determination and every form required at each stage.
Boston's biotech corridor and tech scene draw H-1B workers who arrive with foreign retirement accounts, stock compensation from prior employers, and ongoing financial ties to their home countries. I prepare the full U.S. return with FBAR, Form 8938, treaty elections, and RSU sourcing analysis built in from the start.
Boston-area professors and researchers who hold positions at foreign universities, receive foreign grants, or maintain research collaborations abroad have income sourcing, treaty, and reporting obligations that layer on top of their domestic return. I integrate the international forms into the standard filing engagement.
Biotech startup founders in Boston who have foreign investors or foreign subsidiary operations trigger Form 5471, GILTI calculations, and potentially Form 1042 withholding. I handle the entity-level compliance and the founder's personal return in one coordinated engagement.
Every Boston engagement runs fully remote. Document exchange, video consultations, and return delivery happen through a secure client portal. This is especially practical for researchers and academics who travel for conferences and sabbaticals. My office at 222 S Prospect Ave, Park Ridge, IL 60068 is available by appointment, but most Boston clients work entirely remotely.
J-1 researchers have treaty-based exemptions that vary by country of origin. During the exempt period, you may be treated as a nonresident alien for tax purposes. When the exemption ends, you transition to resident status. I handle the determination, prepare the correct return form (1040-NR or 1040), and apply all available treaty benefits.
Yes. H-1B holders typically have foreign accounts, prior-employer stock compensation, and treaty elections that general preparers handle incorrectly. I work with biotech and tech professionals from first-year filing through long-term compliance, covering FBAR, Form 8938, treaty positions, and equity compensation.
Yes. Massachusetts has a flat-rate state income tax. The state return is prepared as part of the same engagement. For clients with income in other states, I handle all required state filings.
Yes. Foreign pension plans, provident funds, and retirement accounts are reportable on FBAR and potentially on Form 8938 and Form 3520/3520-A depending on the structure. Treaty provisions may affect the taxation. I include foreign retirement accounts in the standard filing engagement.
Foreign investors in a U.S. entity may trigger Form 1042 withholding, treaty analysis, and additional reporting. If the company has a foreign subsidiary, Form 5471 and GILTI apply. I handle the full entity and individual compliance.
Individual returns start at $400. International complexity (FBAR, treaty positions, J-1/H-1B transitions, 5471, foreign retirement accounts) is quoted during the free 30-minute consultation. You receive a flat-fee quote before work begins.
Book a consultation. I will map your individual, business, and international filing scope before deadlines create penalties.
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