Schwartz International

Name

Schwartz International

Legal name

Schwartz International

Website

https://internationaltaxnerds.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

International Tax Advisory and Compliance Services

akta.pro primary industry

Transaction Services (Financial, Tax & Commercial Due Diligence) (BPAHAOAB)

akta.pro secondary industry

Transaction Tax Structuring & Deal Advisory (BPAHAOAJ)

Keywords

• International tax advisory
• Cross-border tax compliance
• Expatriate tax services
• Cryptocurrency tax advisory
• Treaty tax planning

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. International Tax Advisory and Compliance Services: Professional services billing for international tax advisory, compliance, and consulting services. Revenue generated through hourly consulting fees ($850/hour consultation) and ongoing client engagements for tax compliance work including preparation of international information returns (Forms 5471, 5472, 3520, 1042, 1042-S, 8938, FinCEN 114) and GILTI calculations.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Schwartz International is a boutique international tax advisory and compliance firm that helps individuals and businesses navigate cross-border tax matters, including treaty planning, GILTI, repatriation, M&A structuring, and preparation of international information returns (Forms 5471, 5472, 3520, 1042, 1042-S, 8938, FinCEN 114). The firm also offers cryptocurrency tax guidance and supports legal implementation through a sister law firm, serving both direct clients and CPA/law firms needing augmentation.

Product overview

Schwartz International is a boutique international tax advisory and compliance firm offering a portfolio of interconnected services. The core offerings include International Tax Advisory Services (planning and strategy) and International Tax Compliance Services (return preparation, delivered through affiliated CPA firm CGC International Tax). Specialized services cover cryptocurrency taxation, while legal implementation is provided through sister company The Schwartz Law Firm. The firm also offers a professional training course, 'Practical International Tax for the Non-Specialist,' delivered via Illumeo.

Differentiator

Problem solved

Functional benefit

Products and services

• International Tax Advisory Services Cross-border tax advisory for individuals and businesses covering treaty benefits, GILTI planning, repatriation, M&A structuring, and corporate structure planning, with implementation support through the affiliated law firm.
• International Tax Compliance Services Preparation of international information returns including Forms 5471, 5472, 3520, 1042, 1042-S, 8938, and FinCEN 114, plus GILTI and related calculations, delivered through affiliate CPA firm CGC International Tax.
• Cryptocurrency Tax Services Tax advisory and compliance services for cryptocurrency and NFT holders, addressing IRS and foreign authority regulation in the digital asset tax environment.
• Practical International Tax for the Non-Specialist Seven-part professional training course on practical international tax fundamentals covering tax residency, foreign financial disclosures, CFC rules, nonresident taxation, Section 956, check-the-box elections, and FIRPTA, distributed through the Illumeo platform.

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core, major, supporting and minor.

• CGC International TaxcoreStrategic or Co-development PartnerAffiliate CPA firm launched in November 2025 to focus exclusively on U.S. domestic and international tax compliance and reporting. Led by longtime Schwartz International team member Charles Christensen. Continues the same high-quality service from the compliance practice with sharper focus on global tax compliance.
• The Schwartz Law FirmcoreStrategic or Co-development PartnerSister company providing attorney-client privilege and legal implementation services. While Schwartz International creates and recommends alternatives, the law firm handles implementation through drafting M&A, secondment, and royalty agreements. Provides one-stop shopping for clients needing both advisory and legal services.
• IR GlobalmajorStrategic or Co-development PartnerInternational professional services network with conference events in Singapore, London, Berlin, and other locations. Schwartz International participates as members representing the International Tax Nerds, collaborating with lawyers and accountants from around the globe on cross-border business issues.
• IllumeosupportingChannel Partner/ Reseller/ DistributorStrategic professional development partner for accounting and corporate finance organizations. Hosts the 'Practical International Tax for the Non-Specialist' course series developed by Schwartz International, making the training available through Illumeo's platform.
• Spire Hawai'iminorStrategic or Co-development PartnerStrategic collaboration with Marc Schwartz meeting with industry leaders in Maui, Hawaii for high-energy strategy meetings. Demonstrates deployment of international tax expertise in collaborative settings.
• Corporate Tax AlliancesupportingStrategic or Co-development PartnerInternational network where Marc Schwartz met fellow member Ameya Kunte, Founder of Globeview Advisors LLP in Pune, India for presentations on India-US cross-border Income and Estate Tax issues.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Withersworldwide: International law firm with a strong private client and tax practice advising individuals and families on cross-border tax matters. Withers overlaps with Schwartz International's individual cross-border tax segment, particularly around international estate planning and residency issues.

Direct peers

• Andersen Tax LLC: International tax specialty advisory firm with a similar boutique positioning and cross-border focus. Andersen Tax offers comparable international tax planning and compliance services to mid-market clients, mirroring Schwartz International's core service mix.
• KBF CPAs: International tax-focused boutique CPA firm offering advisory and compliance services for cross-border matters. KBF CPAs competes directly with Schwartz International in the same niche of serving clients with international information return preparation and tax planning needs.
• WTP Holdings: Specialty international tax advisory firm providing cross-border tax planning, compliance, and transfer pricing services to multinational clients. WTP competes head-to-head with Schwartz International for mid-market international tax engagements.

Broad incumbents

• RSM US LLP: Mid-tier accounting firm with international tax services targeted at middle-market companies. RSM competes for the same cross-border advisory and compliance engagements Schwartz International pursues, with broader geographic presence.
• KPMG US LLP: Big 4 firm with a large international tax practice offering global mobility, cross-border structuring, and compliance services. KPMG serves as a broad incumbent that Schwartz International competes against for enterprise-tier international tax work, with materially greater resources and geographic reach.
• BDO USA, P.C. Mid-tier accounting firm with a meaningful international tax practice serving mid-market U.S. businesses with cross-border operations. BDO represents a more accessible incumbent that competes with Schwartz International for clients seeking international tax expertise without Big 4 pricing.
• Deloitte Tax LLP: Big 4 tax practice with extensive international tax capabilities including GILTI, treaty planning, and global employer services. Deloitte competes broadly in the same service categories Schwartz International offers but with significantly larger bench and global footprint.
• Cherry Bekaert LLP: Mid-tier accounting firm with an established international tax practice serving U.S. companies with overseas operations. Cherry Bekaert competes in similar mid-market cross-border tax advisory and compliance engagements with greater geographic reach.
• Crowe LLP: Mid-tier public accounting firm with an international tax practice serving multinational mid-market clients. Crowe is a comparable incumbent offering similar advisory and compliance services at a similar price point to Schwartz International.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/schwartz-international

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schwartz International