Services
US Expat Tax
We provide expert tax preparation and consultation services to US expats living abroad. We are familiar with the claim of foreign earned income exclusions and foreign tax credit. We analyze the client’s unique situation for better tax saving position. We understand the benefits of treaty claim for some situations. We currently serve clients living in 21 countries.
Foreign National
We assist foreign nationals living and working in the US for their US tax filings. For the arrival and departure year (arriving or leaving the US), we prepare analysis for better tax saving position. We provide US tax advice on foreign investments while living in the US. We prepare dual status tax returns, nonresident tax returns, or full year tax returns with first year election. We assist clients with getting Income Taxpayer Identification Number ITIN.
IRS Amnesty Programs
We have assisted hundreds of clients file their delinquent tax forms under one of the IRS amnesty programs. We have experience in working with foreign banks for information necessary for US tax reporting. We analyze the client’s unique situation and recommend the suitable IRS amnesty program. Filing US tax returns doesn’t mean paying US taxes. However, it’s important to be tax compliance to avoid penalty assessments.
Foreign Corporations
There are significant changes to international tax laws under the Tax Cuts and Jobs Act (TCJA). For foreign corporations either owned by a US taxpayer or owning a US taxpayer, Form 5471 and Form 5472 are likely required for the US tax reporting. Penalty charge on the delinquency is hefty. In addition to detailed schedules are added to the reporting of the form, GILTI and transition tax (only applied for certain years) might also be applicable.
Trust and Estate
We provide tax preparation for US estate tax return for foreign decedent (Form 706NA) and assist in getting the IRS transfer certificate. We have experience in helping the reporting of distributions from a foreign trust to a US beneficiary.
Renunciation
We have experience in heling US taxpayers with renunciation of their US citizenship or green card. We prepare the necessary US tax forms (sometimes delinquent tax returns) and run exit tax calculation prior to the renunciation appointment at the US embassy or immigration department. We provide pre-exit tax consultation.
F.A.Q.
We work with most of our clients remotely using online secured portal services. The client will be able to share information with security from anywhere in the world and review his/her tax returns remotely. We communicate with clients via phone, emails or virtual meetings.
Our service fee is transparent. We provide a flat fee for tax package based on complexity which includes federal and state tax filing and the relating international tax forms.
We are certified US tax experts but have some knowledge about foreign taxes from experience. We don’t prepare foreign tax returns but can work with foreign tax preparers to arrive at efficient global tax position.
Yes, we prepare entity tax returns especially with international presence. The size of entities that we work with is from small to medium.
Yes, we can assist with the IRS audit. We have experience with helping prepare a reasonable cause to request for a penalty waiver.
