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INDIVIDUALS - CROSS BORDER TAX SOLUTIONS
Comprehensive Tax Services Tailored to Your Global Needs
YEAR-ROUND TAX PLANNING AND TAX PREPARATION FOR INDIVIDUALS
We offer comprehensive tax planning and preparation services tailored to individuals with cross-border financial interests.
Whether you have income from foreign sources, investments abroad, or are planning to move internationally, our team ensures you remain compliant with both U.S. and foreign tax regulations. We help you navigate complex tax treaties, foreign tax credits, and income exclusions to optimize your tax situation.
EXPAT TAX PREPARATION AND FILING
U.S. citizens and residents living abroad face unique tax challenges due to the Citizen-Based Taxation (CBT) system.
Our expat tax services include preparing and filing U.S. tax returns that account for your worldwide income. We assist with foreign earned income exclusions, foreign tax credits, and compliance with FATCA and FBAR requirements.
Our goal is to minimize your tax liability while ensuring full compliance with U.S. tax laws.
With increasing scrutiny on offshore financial assets, staying compliant with FATCA, FinCEN, and other international reporting requirements is crucial.
We help you determine if these rules apply to you and assist in reporting your foreign bank accounts, investments, and other financial assets. Our services ensure you meet all necessary disclosure requirements, including filing FinCEN Form 114 (FBAR) for foreign bank and financial accounts, and avoid potential penalties.
OFFSHORE FINANCIAL ASSETS TAX COMPLIANCE
If you have unfiled U.S. tax returns or undisclosed foreign accounts, we can help you come into compliance through various IRS programs such as the Streamlined Domestic Offshore Procedures and Streamlined Foreign Offshore Procedures.
We guide you through the process to resolve past non-compliance issues and ensure your future tax filings are accurate and timely.
FILING DELIQUENT YEARS AND UNDISCLOSED ACCOUNTS
PRE-IMMIGRATION AND EXPATRIATION PLANNING
Planning to move to or from the U.S.? Our pre-immigration and expatriation planning services help you understand the tax implications of your move.
We provide strategies to minimize your tax burden, ensure compliance with exit tax requirements, and optimize your financial situation in your new country of residence.
RETIREES ABROAD OR PLANNING TO RETIRE ABROAD
If you are a U.S. citizen who has retired abroad, you still have U.S. tax filing requirements.
We assist with your tax compliance and filing needs. If you are planning to retire abroad, we help with pre-immigration planning to ensure a smooth transition and compliance with all tax obligations.
If you are new to the U.S. on a work or student visa, you may be subject to different tax rules and regulations, depending on the tax treaty between the U.S. and your home country.
We assist clients on various visas such as E, F, G, H, J, and R, ensuring compliance with all relevant tax requirements.
NEW TO THE U.S. OR RESIDENT ON VISAS
We help you stay compliant with U.S. tax law if you receive gifts, bequests, or inheritances from non-U.S. citizens or covered expatriates.
We assist U.S. residents, Green Card holders, and citizens in reporting holdings in foreign companies, partnerships, and trusts by preparing necessary forms such as Form 5471, Form 8865, Form 3520, and Form 3520-A. For non-residents with stakes in U.S. entities, we prepare Form 1040NR to disclose U.S. income and assist with Forms W-8 BEN and W-8 BEN-E for foreign individuals and companies.
This comprehensive list ensures that all aspects of cross-border tax compliance are covered, providing peace of mind and expert guidance for our clients. If you need further customization or additional details, feel free to let me know!