Services

Tax Preparation, Planning and Compliance

  • We provide income tax, foreign reporting forms, beneficial ownership reports, for individuals and their companies. US citizens, residents (Green Card, substantial presence in US) or various types of visa holders, (including US citizens working and living abroad) and foreign persons (Non-Resident) with US tax issues, all have various filing requirements.

Tax Reduction Support

  • As subject matter experts, we provide personal year-round pro-active support and timely reviews of our clients’ tax situation, knowledge of any changes to the IRS tax code, that might affect client’s tax liability, will be implemented throughout the year.

Tax Audit Support

  • We monitor our client’s tax accounts and are able to pro-actively assist in the event of an IRS tax audit, we bring a vast knowledge of the Internal Revenue Code, and the expertise necessary to address any IRS inquiries into our clients’ tax situation.

Business Entity Selection and Investment Advisory

  • We provide expert consulting and comprehensive tax related advisory support to investors that wish to invest in the U.S.
  • Comprehensive tax related advisory for forming, choosing, and maintaining, different business entity classifications. Re-aligning existing business choice classification with changes in the business needs and/or structure.

ITIN / EIN Services

    • We assist our clients in obtaining the IRS Individual Taxpayer Identification Number (ITIN) and ensuring that your application is filed properly and processed by the IRS in a seamless and stress-free way. We save you time, worry about your passport, by certifying your original documents without sending the originals to the IRS.
  • We assist our clients in obtaining EIN (Employer Identification Number) required for businesses (formed inside or outside of US) to comply with US tax laws and tax filings.

 

FIRPTA

  • We assist our foreign clients (including foreign organized businesses) in complying with Foreign Investment in Real Property Act.
  • FIRPTA applies to foreign persons and foreign organized businesses, who dispose of U.S. real property interests. A disposition means “disposition” for any purpose of the Internal Revenue Code. This includes but is not limited to a sale or exchange, liquidation, redemption, gift, transfers, etc. Reporting and mandatory withholding of tax applies to both foreign person’s and foreign corporation disposing of the US located real property, or interest in US corporation holding real property.

 

FBAR (Foreign Bank and Financial Account Report) / FATCA (Foreign Account Tax Compliance Act) Reporting

  • We assist in reporting for clients who are under foreign accounts and asset reporting requirements. Reporting includes foreign gifting, transfers, ownership, authority (signature or otherwise), pensions, investments, as well as in-bound, out-bound reporting.
  • FBAR applies to a United States person, including a citizen, resident (green card or physical presence resident), corporation, partnership, limited liability company, trust, and estate, who has a financial interest or authority in a financial account(s) located outside of US.
  • FATCA applies to individual citizens, residents (green card or physical presence resident) and some non-residents with taxable interests. Payments from US to non-residents individuals, foreign entities, may be subject to FATCA reporting, including mandatory withholding.

 

EXPAT Taxes

  • We assist in reporting and preparation/compliance to both groups of “Expats”:
  • Americans living abroad who retained their citizenship,
  • Ex-Americans living abroad who have surrendered their US citizenship (including long term Green card holders).
  • We assist in reporting, preparation/compliance and past years filings for “Accidental Americans” – foreigners who received their US citizenship through birth to US parents overseas or birth in US without ties to US or residency in US.
  • We plan, assist in execution, and all the related tax reporting and filing for US citizenship renunciation and Green Card surrenders.