Our Tax Services

Expat Tax Returns Preparation Services for Individuals and Small businesses.

If you are a current or former expat and/or any of the below apply, get in touch.
 
You are moving to or from the US with no U.S. expat tax filing support by your company mobility program,
You are rolling off your company mobility program and still need U.S. tax support or tax advice,
You need personal tax advice on international individual U.S. tax issues or challenges,
A family member needs tax filing support or tax advice,
You are not an U.S. expat but needs U.S. tax filing support,
You are self-employed and travel outside of the U.S.
You just need to chat about US individual or business taxes.

 

Expats and International Tax Services

Our expats tax services and international tax services may be combined and include: 

  • Expat arrival or departure US tax briefings and Planning for International relocations

  • Expats tax returns preparation, including state and local, if applicable

  • Tax equalization and tax reconciliation preparation and review

  • tax services for short-term business travelers and for digital nomads

  • Tax gross-ups and required estimated tax calculation

  • Income tax treaty review and social security Totalization agreements, including preparation of Certificate of Coverage

  • Streamlined filing compliance procedures for late filed tax returns and FBARs

  • Shadow payroll set up help and employment tax calculations for foreign nationals: Shadow payroll assistance

  • Assistance with the application or renewal of an Individual Taxpayer Identification Number (ITIN).

  • Preparation of international informational tax returns for foreign owned US businesses: 1120F, 5472

  • Preparation and review of international tax forms and schedules related directly or indirectly to investments located outside of the U.S., such as forms 8858, 5471, 8865, etc.

Individual Tax Services:

Our individual tax services include the below:

  • Individual tax returns preparation, including federal, states, and locals returns

  • Providing U.S. individual tax planning and strategies

  • Advising and calculate quarterly or one time estimated taxes

  • Assisting with the initial application or renewal of an Individual Taxpayer Identification Number (ITIN)

  • Preparation of tax return for tax nonresident aliens and residents aliens

  • ​Resolution of tax notices from the IRS, state and local tax Agencies. more

  • Preparation of international disclosures and informational tax returns for foreign owned US businesses: 1120F, 5472, 8832 as in check the box election,

  • Preparation and review of international tax forms and schedules related directly or indirectly to investments located outside of the U.S., such as forms 8858, 5471, 8865, etc.

  • We prepare forms 8621, 8858, 8938, fincen114, 5471, 5472, 1120-F,

  • We prepare form 8832 to make a check the box election, better than most default classifications of foreign entities as corporation, if applicable of course.

Business Tax Services:

Our business tax services include the below:

 

  • Federal business tax returns preparation with applicable states and local filings: forms filed include: Schedule C, 1065, 1120-S, 990, plus all applicable domestic and international tax schedules and forms

  • Business tax strategic planning and advisory

  • Business entity selection: pros and cons for tax purpose, where and how to register. For example, one may ask should I form an LLC or not? should I create a business entity in the U.S. or outside of the U.S.?

  • International tax services for American expats with interests in foreign companies and for foreign nationals and foreign companies with investments in the US

  • CPA services as an outside tax and accounting adviser to you and to your small business. Retain us and we get the numbers crunched for you as one time project or as an ongoing services.

Tax Audits/Notices Services

Our tax notices/letter/audits resolution and representation services include:

 

  • Review your IRS, state or local tax notices for free and advise on action steps,

  • Whether simple or complex tax issues, we will work with you through the various stages of the IRS, state, or local tax audits,

  • Tax Agencies are becoming more aggressive in challenging the taxpayers that must be more and more transparent. Due to increased collaboration and information sharing between Tax Agencies Inside and Outside of the United States, Americans taxpayers must be transparent in reporting their tax information and respond timely to challenging tax notices. 

  • Received a tax notices? Make sure it is reviewed professionally (if you need it of course!) before you make or arrange payments.

Accounting services

Our accounting services are limited but we may help with

  • Review of books, records, cash flows, and assignment cost projections

  • Review of your Payroll set up, quarterly and annual reports as well as preparing required payroll tax calculations and annual 1099s

  • Consulting on business taxes based on entity choices

  • We do not perform assurance services (compilation, review, or audits)!

 
 
 
 

          Have a question? Need U.S. tax consultation?