Tax Preparation

 

We prepare the full range of US personal 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

 

TAX ADVISORY


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

 

TRUST AND ESTATE PLANNING


Our trust and estate planning team will help ensure your beneficiaries are receiving the most beneficial outcome possible. Understand your options now and make the decisions that matter.

 

ASSET PROTECTION


You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.

 

ENSURE YOUR PERSONAL TAX MATTERS ARE MANAGED EFFECTIVELY

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

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NEWS AND UPDATES

 

Key tax issues you need to consider before (not after) you move abroad


24th Jan 2023
John Marcarian

Moving abroad is one of the most challenging things that many of us will do My move to Singapore in March 2004 was a completely foreign experience in so many respects There are so many logistical...

 

Planning what happens with your Pension Fund or Superannuation when moving abroad should be a top priority


27th Oct 2022
John Marcarian

Most expats moving overseas will have some form of pension or superannuation plan In my experience changing one’s tax residence does not of itself impact how that pension plan is treated in...

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Jurate Gulbinas

As an Australian moving to the United States, it’s important to understand what this means for your tax residency status This is because your tax residency status will determine how your income...

 

Key tax issues you need to consider before (not after) you move abroad


24th Jan 2023
John Marcarian

Moving abroad is one of the most challenging things that many of us will do My move to Singapore in March 2004 was a completely foreign...

 

Planning what happens with your Pension Fund or Superannuation when moving abroad should be a top priority


27th Oct 2022
John Marcarian

Most expats moving overseas will have some form of pension or superannuation plan In my experience changing one’s tax residence does not of...

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Jurate Gulbinas

As an Australian moving to the United States, it’s important to understand what this means for your tax residency status This is because your tax...