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Our Individual Tax Services

Annual Tax Return Preparation

The US is the only developed country in the world that taxes its citizens on worldwide income,
no matter where they live. Under the US tax system, US persons are required to file annual
US income tax returns. Residing outside the US exposes a US person to additional US tax
compliance obligations and planning issues.

Non-US persons must also comply with the US tax rules if they have investments or income/
gains directly (or indirectly through a partnership) in the United States.

What we provide:

  • A unique, individualized service and creative solutions
  • US tax compliance (tax return preparation for 500+ forms) and international tax reporting
  • Foreign Bank Account Reports (FBAR), FinCEN Form 114 preparation
  • Advice on foreign tax credits
  • Tax implications of investments and capital gains
  • Wealth and inheritance planning
  • Trust advisory & compliance services
  • Tax planning for property purchases
  • Pension tax planning
  • Foreign corporation tax advisory & compliance services
  • Expatriation tax advice & compliance
  • State tax advice
  • Tax treaty advice

It is important for Americans living abroad to coordinate tax planning in accordance with tax legislation in their country of residence to achieve the most beneficial tax treatment. Early advice and planning help to significantly reduce overall taxation and avoid penalties for not filing timely.

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant