Services
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▸ French tax residency analysis under domestic law and the France–U.S. treaty
▸ Pre-arrival review and restructuring of U.S. trusts (revocable, irrevocable, grantor)
▸ Pre-arrival positioning of U.S. retirement accounts (IRA, 401(k), Roth)
▸ Planning of the departure calendar and establishment of French residency
▸ Structuring of real estate acquisitions — direct ownership, SCI, usufruit/nue-propriété -
▸ Annual French tax return preparation and coordination with your U.S. CPA
▸ Treaty positioning on dividends, interest, capital gains, rental income, pensions
▸ French wealth tax (IFI) strategy on French and foreign real estate
▸ Trust reporting — Form 2181-Trust 1 (event declaration) and Form 2181-Trust 2 (annual asset declaration under Article 1649 AB CGI)
▸ Application of the France–U.S. treaty tax credit mechanism -
▸ Diagnostic of the French tax treatment of existing U.S. trusts
▸ Regularization of historical French filings for undeclared trusts
▸ Ongoing annual compliance (Form 2181-Trust 1, 2181-Trust 2)
▸ Coordination with U.S. trustees and grantors
▸ Analysis of trust-related French tax exposure under Article 792-0 bis CGI -
▸ Acquisition structuring for American families buying in France
▸ SCI, usufruit/nue-propriété, démembrement planning
▸ French wills for U.S. citizens with French-situs real estate
▸ Cross-border gift and inheritance planning under the 1978 France–U.S. estate and gift tax treaty
▸ IFI (wealth tax on real estate) optimization -
▸ Advanced tax rulings — binding rulings on residency, trust qualification, or structures
▸ Representation during French tax audits (contrôle sur pièces, ESFP, vérification de comptabilité)
▸ Response to formal reassessment proposals (proposition de rectification)
▸ Negotiation of settlements with the French tax administration
▸ Litigation before the French administrative courts
How we work with you
A clear, fixed-fee path from first conversation to delivered work — with direct access to the founder throughout.
Every engagement starts here — a structured first conversation that maps your situation and identifies the French tax issues that actually matter for your family.
What we cover
- Your current and projected French presence — residency timing, family, mobility plans
- The income and assets that will trigger French tax treatment
- Trust, real estate, and estate-planning issues to address
- The interaction between French rules and the France–U.S. income tax treaty
- The next steps — whether or not they involve us
You leave with a clear picture of where you stand and the order issues should be handled. If a written engagement is appropriate, we move to Step 2 — if not, we say so.
After the diagnostic call, we send a written proposal covering:
- The exact scope of work
- The deliverables and the timeline
- A fixed fee (forfait), agreed in advance — never hourly billing
- How we coordinate with your U.S. counsel, CPA, and other advisors
We do not start work until the proposal is signed.
Once the proposal is signed, we deliver.
Every output is written in English, technical enough to be reviewed by your U.S. counsel, and structured so the French administration can rely on it if and when it asks.
You have direct access to the founder throughout the engagement.
Start with your diagnostic call
Whether your move is eighteen months out or already years behind you, the diagnostic call is where we figure out what needs to happen next.
Thirty minutes, structured around your situation, with a written proposal to follow if a deeper engagement makes sense.
