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.
CONTACT US TODAY"*" indicates required fields
NEWS AND UPDATES
U.S. Estate Tax Exposure For Non-Residents With U.S. Assets
24th Jun 2024
John Marcarian
Non-residents of the United States who own US assets can be subject to US estate tax, which can significantly impact their estate planning strategies This article will discuss the exposure...
Understanding Section 962 of the IRC: An Essential Tool for U.S. Tax Residents with Foreign Investments
30th May 2024
John Marcarian
The United States tax code presents a labyrinth of rules and regulations, particularly for US residents with investments in foreign corporations These complexities are magnified when dealing with...
Podcast: Avoiding Crypto Tax Pitfalls with Boon Tan and Chris Holland
20th May 2024
CST Tax Advisors
In a podcast episode of Barely Legal in Web 3, hosted by Jamilia Grier, Boon Tan, the managing director of CST Tax Advisors, and Chris Holland from Holland & Marie discussed the crypto tax...