Individual Tax

 

Individual tax compliance is an important part of modern financial life. Due to the combination of federal and state tax obligations, US individual tax laws can create significant complexities if you move and work in different places in the United States.

When it comes to foreign income derived by US persons, there are a range of complex rules that also need to be considered – such as income derived by Foreign Grantor Trusts, Grantor Trusts, Controlled Foreign Corporations and Passive Foreign Investment Companies.

In addition, the requirements of the Foreign Account Tax Compliance Act (FATCA) has made tax reporting and compliance a critical issue. Significant administrative penalties can be levied by the Internal Revenue Service for non-compliance or late lodgement.

If you are not well advised, or unaware of your obligations, the complexities of international tax compliance can create significant challenges and leave you with higher tax burdens and costly penalties. Proper advice that is customized for your situation is essential when it comes to managing your individual taxes.

 
 

SERVICES WE PROVIDE TO OUR INDIVIDUAL TAX CLIENTS

 
 

TAX RETURN PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

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.

 

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.

 

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.

 

WE GIVE YOU PEACE OF MIND BY MANAGING YOUR INDIVIDUAL TAX MATTERS

Our guiding philosophy is to understand and have empathy for your situation while providing specialist professional tax advice and services. As international tax specialists our experienced team can help with your individual tax needs, including integrated cross border tax advice.

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