Our Tax Services

We provide U.S. tax services to individuals and their related business entities as well as to global companies with expats population

 

Tax Services - Individuals

Our Individual Income Tax Services include the below:

  • We prepare U.S. Individual Tax Returns, including States and Locals

  • We provide U.S. Tax Planning for American Taxpayers abroad and nonresident aliens

  • We assist non-US citizens or green card holders with their US tax filings

  • We advise and calculate quarterly or one time estimated Taxes

  • We assist with the application or renewal of an Individual Taxpayer Identification Number (ITIN)

  • We assist with Tax Treaties reviews

  • ​We represent individuals before Revenue and Tax Agencies. more

  • We prepare and review FATCA, Form 8938, Reporting of Specified Foreign Financial Assets. more

  •  We prepare and review FBAR, Form Fincen114, Reporting of Foreign Bank Accounts. more

  • We assist with late filings and IRS Streamlined Filing Compliance Procedures. more

  • We prepare additional international tax forms and schedules related directly or indirectly to investments located outside of the U.S., such as forms 5471, 8865, etc. Am I subject to a minimum tax, GILTI or not?

Got questions? Let's connect and work together

 

Expats Tax Services: Individuals & Global Employers

Whether you require assistance at the company or individual level, we are ready to serve as your trusted expat tax adviser. We bring the right solutions to your global mobility tax compliance requirements and planning needs. 

 

Our US expats tax services are provided to American citizens, green card holders, foreign nationals, and global employers. These services include: 

  • Expats tax arrival or departure counseling meeting

  • Preparation of U.S. expats tax returns including personalized planning to minimize tax liabilities

  • Preparation of U.S. annual tax equalization and reimbursements

  • Assistance with international assignment planning and decisions making

  • Review and determination of tax issues and filing requirements for short term business travelers within or in and out of the US

  • Calculation of US income and social tax gross-ups and required tax estimates

  • Tax treaty and social security planning, including preparation of Certificate of Coverage

  • Implementation of US shadow payroll for foreign nationals

Other Tax Services

 

Tax Audit Support Services

 

  • Whin Global understands that each tax examination is unique to each client. Therefore, it is critical we work with you through the various stages of any IRS, state, and local tax examination.

  • Revenue Departments 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. 

  • Whin Global CPAs will respond to the tax authorities on your behalf.

 

FATCA and FBAR Reporting for Individuals

 

  • Do I have to file an FBAR? The Report of Foreign Bank Accounts, Form Fincen114 may apply if you have foreign financial accounts with an aggregate balance of $10,000 or more in the year. more

  • Do I have to file form 8938? The Report of Specified Foreign Financial Assets, Form 8938 may apply if you have foreign financial assets with an aggregate balance that meets the filing threshold. more

 
 
 

Have a question? Need tax consultants? Contact us

 

Streamlined Filing Compliance Procedures

You must be eligible to use this procedure to file past due tax returns and reports of Foreign Bank Accounts.

 

This streamlined filing package includes:

  • At least the most recent 3 years for which the U.S. tax return due date (or properly applied for extended due date) has passed

  • At least for each of the most recent 6 years for which the FBAR due date has passed, and 

  • a statement of non-willful conduct attached to IRS Form14653 for Offshore procedures or Form 14654 for Domestic procedures

Business Tax Services

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

  • We assist entrepreneurs to decide what business structure is right for them, the pros and cons, 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 and businesses with interests in foreign companies and for foreign nationals and foreign companies with investments in the US. 

  • If you need a CPA to serve your company as an outside tax and accounting adviser, we assist with that.

  • If you are one of the companies that do not have the resources and capacity to hire and retain a full-time employee to take care of your payroll, accounting, and tax filings, then you are not alone. Many companies outsource those roles. Reach out to us to learn more about how Whin Global can be of assistance.

 
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