Tax Return Preparation

 

We prepare the full range of US individual tax and information returns including:

  • Individual US Federal tax returns – Forms 1040 and 1040NR
  • Individual State income tax returns
  • Foreign Bank Accounting Reporting – Form FinCen 114
  • Foreign Partnership reporting Form 8865
  • Foreign Trust reporting- Form 3520, 3520A
  • Other Internal Revenue Services forms (IRS forms)
  • Expatriation or “Exit Tax” – Form 8854

As your local US tax agent, we provide all essential tax preparation services to ensure you remain compliant, while ensuring you are in the most tax effective position you can be.

Our team are international tax specialists and our tax preparation services include effective management of both local and international taxable income, declarations and US filing requirements.

We can also introduce you to our global partners in many countries around the world, to assist with local taxes in the relevant overseas jurisdiction.

 
 

 

ADDITIONAL SERVICES WE CAN HELP YOU WITH

 

INTERNATIONAL TAX CONSULTING


As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.

 

AMENDED TAX RETURNS


We help amend IRS filings, correct errors, and claim missed deductions to ensure accuracy and avoid penalties.

 

FOREIGN ASSET REPORTING (FBAR)


We will assist you to stay compliant with FBAR rules and deadlines including fixing missed filings to avoid costly penalties.

 

STREAMLINED FILING COMPLIANCE PROCEDURES


Our experienced CPAs will take care of your streamlined filing compliance procedures to get you up to date with your taxes.

 

EXIT TAX PLANNING


If you are planning to leave the US, renounce US citizenship or green card, our experts will help you plan, reduce risk, and protect your wealth.

 

PRE-IMMIGRATION TAX PLANNING


If you are planning to move to the US, our team can help you stay compliant and optimize your tax outcomes before you arrive.

 

ENSURE YOUR INDIVIDUAL TAX MATTERS ARE MANAGED EFFECTIVELY

We take the time to understand your individual tax situation and provide guidance to ensure your tax obligations are met.

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