Moving to USA Tax Review

 

Our Moving to USA Tax Review is designed to provide high level summary tax advice and clear, actionable steps, to expats moving to the USA.

Key areas covered in the Moving to USA Tax Review include:

  • how your employment income will be taxed
  • how your overseas assets (including foreign real estate) will be taxed
  • if you will receive credits for foreign taxes paid
  • how your employee share scheme interests and overseas superannuation or pension assets will be treated
  • tax residency issues

To make the most of your move it is important to talk to us prior to moving to the US. This is important because it means we can provide the most tax effective advice including assistance with timing decisions regarding what to do with investments and holdings before you are living in the US.

 
 

HOW WE DELIVER THE MOVING TO USA TAX REVIEW

 
 

FIND THE FACTS


We start by asking you to fill in our Fact Finder. In the Fact Finder, you will specify your financial goals as well as your financial situation, which includes your assets and investments and how they are owned.

 

MEET WITH US


Once we have reviewed your Fact Finder, one of our tax advisors will meet with you to address your individual situation and explain possible tax strategies, opportunities and risks which may apply to you.

 

ADVICE SUMMARY


After your Tax Review meeting, our tax advisors will prepare a written summary, including the issues explained in your meeting and any necessary additional work or action points required.

 

MAKE INTRODUCTIONS


We will highlight any areas which require further advice from a tax specialist in your home country. Leveraging our international network we can introduce you to local specialists.

 

TAX OBLIGATIONS


In preparing your tax and providing specialist advice, we get to understand your tax situation in depth. Therefore, going forward we are best able to assist with your ongoing tax obligations in the US, if you decide to appoint us your tax agent.

 

BE PROACTIVE ABOUT YOUR MOVE TO THE USA

Contact us today for a thorough assessment of your situation. We will ensure you have a clear understanding of your options and the tax consequences of your move so that you can make appropriate plans and preparations.

CONTACT US TODAY
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ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

TAX 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.

 

EXECUTIVE TAX AND EMPLOYEE STOCK OWNERSHIP


Our tax specialists help manage the tax impact and  financial benefits of your stock ownership, so that you are not caught out with unintended tax consequences.

 

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 with the aim to minimise your taxes while meeting compliance regulations.

 

WE MAKE YOUR MOVE TO THE USA STRESS FREE AND EASY

When you speak to our team about your move, you can be assured that you will obtain personal tax advice to ensure your tax position is optimised before you move to the US.

CONTACT US TODAY
CONTACT US

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NEWS AND UPDATES

 

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


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Australians Moving to the USA: How is your Australian superannuation affected when moving to the USA?


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