If you need assistance with your personal filings, we can team with your current tax preparer to make sure you are in compliance.
If you do not have a preparer or would prefer we handle the paperwork, we can also assist.
Some of our recent projects include:
The reporting of investments outside the US
Retiring outside the US
The reporting of foreign rental properties
Foreign investment in US real estate
Foreign nationals living in the US
Here are some of the common ways our clients utilize our skills:
- Attending client planning meetings
- Brainstorming with tax firms on how to approach a client's issues
- Working with compliance staff to review tax filings
Note: all meetings are conducted via Zoom and can be easily booked on this website.
Some of the current issues we are dealing with:
US businesses with international expansion
US businesses dealing with the §250 Foreign Derived Intangible Income deduction (FDII) or the §951A Global Intangible Low-Tax Income Inclusion (GILTI)
Below is a PDF on how I work with tax firms.