João P. Santos brings a wealth of expertise in accounting, tax planning, and advisory services, with a particular focus on international clients and businesses. His deep knowledge of international taxation and regulatory compliance has made him an invaluable resource for clients navigating complex cross-border financial landscapes. João’s industry experience includes law firms, construction, wholesale and retail, restaurant and hospitality organizations, and service-based businesses.

Expertise in International Taxation and Advisory Services

João’s specialization in international taxation makes him a trusted advisor for businesses and individuals with global operations. He guides clients through intricate areas such as the Exit tax, transition (repatriation) tax, GILTI (Global Intangible Low-Taxed Income) reporting, treaty analysis, and compliance with IRS informational filings, including FinCEN 114, Forms 5471 and 5472. João’s deep expertise also extends to assisting clients with the IRS Offshore Voluntary Disclosure Program and Streamlined Foreign Offshore Procedures, ensuring full compliance while optimizing financial strategies.

In addition, João has significant experience in state and local taxation, helping clients assess and adapt to economic nexus standards following the Wayfair decision. His ability to provide tailored, forward-thinking tax solutions enables his clients to maximize opportunities while remaining compliant in a constantly evolving regulatory environment.

João’s goal is to help his clients succeed not just financially, but strategically. He takes the time to understand each client’s unique goals and challenges, offering solutions that align with their objectives and ensure their growth.

A Commitment to Excellence

Fluent in Portuguese and Spanish, João is uniquely positioned to serve a diverse range of international clients. His linguistic capabilities allow him to provide seamless communication and culturally informed advice, building strong relationships with clients from Portugal, Brazil, and Spain. João’s ability to understand the cultural and business nuances of international clients ensures a personalized, effective approach to solving their financial and operational challenges. He also serves on the Portugal-US Chamber of Commerce, strengthening ties between international businesses and the U.S. market. With family in Portugal, he, his wife, and their children frequent the country, allowing him to truly know his clients on a person level through his visits there.

João’s passion for his work and his commitment to his clients are reflected in his recognition as a 2022 recipient of the NJBIZ Leaders in Finance Award. This honor underscores his dedication to providing exemplary service and innovative solutions to clients navigating today’s financial landscape.