I have a client who is part of (or wants to become part of) the EB-5 program. Do you help people with this program?
Yes, we assist with pre-immigration tax planning, as well as proper US tax reporting of all income and foreign assets.
Yes, we assist with pre-immigration tax planning, as well as proper US tax reporting of all income and foreign assets.
Yes, while you work with US citizens and green card holders give up their citizenship or residency for immigration purposes, we handle the tax side. We help clients ensure their past 5 years of tax returns are correct and compliant. We provide tax consulting [...]
Yes. We help clients who have immigrated to the US and need to get their tax situation straightened out. Whether your client failed to report a foreign asset, has toxic tax assets, or faces some other tax complication, we can certainly help.
Yes. The first-year tax return is often the most complex, so it’s critical to have it prepared by a CPA who specializes in international taxation. Sadly, we amend hundreds of tax returns each year because they were done incorrectly by someone who did not [...]
Yes, we do this every day. It’s important to do cross-border tax planning before your client arrives. Why? Because certain actions to reduce US tax can only be taken before arrival or in the first year of living in the US. Giving your clients [...]
Yes. Since 2009, we’ve provided support and compliance services related to the Offshore Voluntary Disclosure Program and the Streamlined Filing Compliance Procedures. We have an extensive history and background in these programs. Older Programs (now closed): 2009 Offshore Voluntary Disclosure Program (OVDP) 2011 Offshore [...]
Yes. Attorneys who are already working with a CPA under a Kovel agreement will request that we prepare certain international forms or provide other specialty services. This typically happens when the initial CPA firm doesn’t have the requisite expertise in international tax matters. We [...]
Yes, we regularly partner with attorneys to assist their clients under Kovel agreements. Attorneys have engaged us under a Kovel agreement to secure attorney-client privilege on Offshore Voluntary Disclosures (OVDPs) and Streamlined Filing Compliance Procedure projects. We have also served as accountants under Kovel [...]
Yes, we are well versed in foreign financial asset and income reporting and can provide earnings and profit (E&P) studies for foreign financial recreation. We help you connect the dots, taking into account the foreign accounting procedures and relevant information from foreign account statements, [...]