For Americans, Italians & Dual Residents
If your financial life crosses the U.S. and Italy, you owe returns to both. We file them — federal and state in the U.S., dichiarazione in Italy — under one roof, with one team that coordinates the numbers so they agree.
Book a Free ConsultationThe United States taxes its citizens and green card holders on worldwide income regardless of where they live — one of only two countries in the world that does this. Italy taxes its tax residents on worldwide income too. When you live in Italy as a U.S. citizen, both countries want a return. They use different forms, different calendars, different rules, and different currencies. None of that is optional.
The coordination problem is where most filers lose money. A U.S. preparer who doesn't speak Italian tax will misread your Italian forms. An Italian commercialista who doesn't speak the U.S. code will misclassify your U.S. brokerage account, your 401(k), your Roth IRA. The foreign tax credit on one side has to match the tax actually paid on the other side. The treaty has tiebreakers that only work if both filings agree. When the two firms don't talk, the answers contradict — and the IRS or Agenzia delle Entrate gets to ask which one is right.
JSBC files both. The U.S. side is run out of our Chicago office; the Italian side is run out of our office in Sicily. Same firm, same calendar, same client portal. The numbers reconcile because the same team is producing both returns.
Form 1040 with every expat schedule that applies — 2555 if FEIE makes sense, 1116 if the FTC wins, 8833 for treaty-based positions. State filings where you still have residency ties.
FinCEN Form 114 for every foreign account above the $10K aggregate threshold, plus Form 8938 for higher-balance reporting. See the FBAR deep-dive below.
Form 1116 done right, with carrybacks and carryforwards tracked year over year. Treaty-based positions on Form 8833 where they actually apply.
For Americans who've been in Italy for years and haven't filed. Three years of returns, six years of FBARs, non-willful certification, and the IRS conversation if one comes.
Full Modello Redditi PF or 730, including foreign-source income, U.S. brokerage gains, U.S. pension distributions, and U.S. rental income. Filed via Agenzia delle Entrate.
Impatriati, 7% Southern Italy flat tax, forfettario, neo-domiciliati €200K flat tax. We model each, recommend, and file the election at the right time.
Italian wealth tax on your U.S. real estate (IVIE) and U.S. brokerage and bank accounts (IVAFE). RW quadro filed correctly, U.S. property tax credit applied.
Italian taxes paid in installments through F24. We compute, schedule, and reconcile against U.S. estimated payments so foreign tax credit numbers line up next year.
How we work
30-minute call. We learn your situation, give you secure portal access, and customize the document list to your income types on both sides.
U.S. side and Italian side prepared by their respective teams. FEIE versus FTC modeled. Italian regime evaluated. FBAR list verified.
Both returns cross-checked so the foreign tax credit on the U.S. side matches what's paid in Italy. Live walkthrough with you before anything's signed.
IRS e-file plus FinCEN 114 on the U.S. side. Dichiarazione via Agenzia delle Entrate portal on the Italian side. F24 schedule and confirmations to your portal.
Common questions
A 30-minute consultation will tell you what's missing on either side — and what you don't actually owe.
Book a Free Consultation