TAX PREPARATION (personal)
Federal and State income tax filing for individuals is our primary function. For most U.S. individuals and businesses, this includes filing annual tax returns, including Form 1040 (U.S. Individuals) and Form 1040-NR (Non-Residents).
TAX PREPARATION (BUSINESS)
Most businesses are required to file annual tax returns every year, regardless of income or loss. This includes filing annual tax returns including Form 1065 (Partnerships), Form 1120 (C-Corporations), 1120-S (S-Corporations), and Form 1120-F (Foreign Corporations).
INTERNATIONAL TAX FORMS
Our specialty relates to International Tax forms such as Form 2555 (Foreign Earned Income), Form 1116 (Foreign Tax Credit), Form 5471 (Information Return of Certain Foreign Corporations), and Form 5472 (Information Return Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business).
International Tax Return Preparation
We specialize in U.S. tax forms for Americans Living Abroad. We begin by assessing your situation and providing a quote to get started. Offshore sourcing rules, the requirements of the Foreign Earned Income Exclusion, and foreign corporation advantages will help you understand these basic principles and become tax-free. After that, we file your taxes based on the information you provide to help you pay as little U.S. tax as possible.
Foreign-Owned Corporations
We also specialize in U.S. tax forms for Foreign-Owned Corporations. We begin by assessing your situation and providing a quote to get started. Offshore sourcing rules and the requirements of the Foreign Owned Corporation Disclosure. After that, we file your taxes based on the information you provide to help you pay as little U.S. tax as possible.
Foreign-Owned LLCs
We also specialize in U.S. tax forms for Foreign-Owned LLCs. We begin by assessing your situation and providing a quote to get started. Offshore sourcing rules and the requirements of the Foreign Owned LLC Disclosure. After that, we file your taxes based on the information you provide to help you pay as little U.S. tax as possible.
Supplemental Consulting Services
TAX STRATEGY & PLANNING
Provide estimated Tax Savings based on chosen strategies and projected income.
Discuss best Tax Strategies that is a fit for your situation.
Video Consultation and action plan deliverable
Comparing current year tax projections with overall strategy for next year.
INTERNATIONAL TAX CONSULTATION
With a 1-on-1 consultation we can discuss filing compliance, making sure you have the right offshore structure as well as planning and strategy.
Initial Video Call
Specialized written guidance to cater to a client’s specific business and personal situation, as needed.
Review of the most optimal International Structure and written explanation deliverable.
Accounting
Basic record-keeping for financial transactions, and keeping the books in order.
Income and Expense Categorization
Reconciliation
Monthly Reports
Profit & Loss
Balance Sheet
Financial Statement Review and Verification