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PERSONAL TAX COMPLIANCE AND ADVISORY

Tax Support for Individuals with US and International Tax Aspects - Compliance and tax planning on a global level

Your tax filing obligations and tax planning opportunities are unique to your circumstances.

Living and working in multiple locations throughout the world, holding assets in multiple countries, or retiring in a country outside of your home country can create all kinds of complexities from a tax perspective.  International aspects can increase the tax complexities of your tax filing requirements and tax planning.

We Support:

  • US Citizens

  • US Green Card Holders

  • Non-immigrant Visa Holders

  • Foreign Nationals

  • US Expatriates

  • Third Country Nationals

  • Permanent Transfers to the US

  • Frequent and Extended Business Travelers

  • International Organization Employees and Retirees

  • Business Owners

  • Individuals Subject to FIRPTA

  • Household Employers

Personal Tax Compliance and Advisory: Services

PERSONAL TAX COMPLIANCE SERVICES

  • Preparation of US Federal and State returns

  • Preparation of foreign tax filings through Global Tax Service affiliates

  • Preparation of S Corporation and Partnership Returns

  • Preparation of Safe Harbor and current year estimated tax payments

  • Preparation of Foreign Asset and Financial Account Reports

  • Relinquishment of Green Card review and advise on tax implications

  • Net pay calculations for permanent transfer moves

  • Equity award global planning for income and tax withholding reporting and payment requirements

PERSONAL TAX PLANNING SERVICES

  • International Permanent Transfer tax readiness support and counseling

  • International Business Traveler tracking and review of travel days for purposes of monitoring tax compliance obligations in Host Country locations

  • General and specific tax planning for one or more Countries

  • Foreign asset planning

  • Tax residency determinations

  • Utilization of foreign tax credits and foreign tax credit carryback and carryovers

  • Planning for Alternative Minimum Tax

  • 83b Election planning

  • Retirement planning

  • Social Security planning

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