Our expat and international tax services include:

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• U.S. tax briefings and planning for international relocations.

• Expat tax returns preparation, including state and local, if applicable.

• Tax equalization and reconciliation preparation and review.

• Tax services for short-term business travelers and digital nomads.

• Tax gross-ups and estimated tax calculations.

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

• Streamlined filing compliance for late-filed tax returns and FBARs.

• Shadow payroll setup and employment tax calculations for foreign nationals.

• Assistance with ITIN application or renewal.

• Preparation of international informational tax returns for foreign-owned U.S. businesses (Forms 1120F, 5472).

• Preparation and review of international tax forms related to foreign investments (Forms 8858, 5471, 8865,).

Our individual tax services include:

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• Preparation of federal, state, and local individual tax returns.

• U.S. individual tax planning and strategies.

• Quarterly or one-time estimated tax calculations.

• ITIN application or renewal assistance.

• Tax return preparation for nonresident and resident aliens.

• Resolution of tax notices from the IRS, state, and local agencies.

• Preparation of international informational tax returns (Forms 1120F, 5472, 8832).

• Preparation and review of international tax forms for foreign investments (Forms 8858, 5471, 8865).

• Forms 673, 8621, 8858, 8938, FinCEN 114, 5471, 5472, 1120-F, W-8BEN preparation.

• Form 8832 preparation for check-the-box elections.

Our business tax services include:

• Federal business tax returns preparation with applicable state and local filings (Schedule C, 1065, 1120-S, 990).

• Business tax strategic planning and advisory.

• Business entity selection advice for tax purposes.

• International tax services for American expats with foreign company interests and for foreign nationals/companies with U.S. investments.

• CPA services as an external tax and accounting advisor for small businesses

Our tax audit and notice resolution services include:

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• Review of IRS, state, or local tax notices and advice on action steps.

• Assistance through various stages of IRS, state, or local tax audits.

• Professional review of tax notices before making or arranging payments.

Our limited accounting services include:

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

• Payroll setup review.

• Payroll tax calculations and annual 1099 preparation.

 

Note: We do not perform assurance services (compilation, review, or audits), prepare financial statements, or provide core bookkeeping or payroll services.