Services
For Taxpayers:
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
For Professionals:
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.
