International Tax Accountants, Cross Border Tax Accountants, Canada US Tax Treaty, US & Canadian Tax Return Preparation

OUR CROSS-BORDER TAX SERVICES


US CITIZENS, GREEN CARD HOLDERS, AND OTHER RESIDENTS LIVING IN THE US

  • US TAX RETURN PREPARATION

Reporting worldwide income, foreign tax credit maximization, foreign (non-US) assets disclosure including reports of foreign corporations, trusts, partnerships, and financial accounts.

  •  CANADIAN NONRESIDENT TAX RETURN PREPARATION

Reporting Canadian business income, Canadian rental income, sale of Canadian property and other Canadian source income.

  • PREPARATION OF CANADIAN CERTIFICATE OF COMPLIANCE

Reporting disposition of taxable Canadian property by a nonresident of Canada.


US CITIZENS AND GREEN CARD HOLDERS LIVING ABROAD

  •  US TAX RETURN PREPARATION

Reporting worldwide income, complex inter-country tax credit computations, foreign tax credit maximization, foreign earned income exclusion, and foreign housing exclusion. Expatriate optimizations between foreign earned income exclusion, foreign housing exclusion/deduction, foreign earned income and housing exclusion, and foreign tax credit. Foreign (non-US) assets disclosure including reports of foreign corporations, trusts, partnerships, and financial accounts.

  •  CANADIAN RESIDENT TAX RETURN PREPARATION

Reporting worldwide income, foreign tax credit maximization, and foreign (non-Canadian) assets disclosure.

  •  COMMUNICATION WITH CANADA REVENUE AGENCY

AMNESTY OPTIONS FOR US TAXPAYERS WITH UNDISCLOSED FOREIGN ASSETS AND UNREPORTED FOREIGN INCOME

  • CONSULTATION REGARDING RULES AND ELIGIBILITY FOR VARIOUS IRS AMNESTY PROGRAMS
  • PREPARATION OF AMENDED OR DELINQUENT TAX RETURNS INCLUDING ALL INTERNATIONAL INFORMATION RETURNS AND FBARS FOR THE OFFSHORE VOLUNTARY DISCLOSURE PROGRAM (OVDP) AND STREAMLINED FILING COMPLIANCE PROCEDURES

NONRESIDENT ALIENS OF THE US

  • DETERMINATION OF FEDERAL AND STATE FILING REQUIREMENTS INCLUDING EVALUATION OF TAX TREATY ISSUES
  • US INCOME TAX RETURN PREPARATION

Reporting US business income, US rental income, sale of US real estate, and other US source income (dividends, royalties, etc.).

  • PREPARATION OF US CLOSER CONNECTION EXCEPTION STATEMENTS
  • OBTAINING US TAX IDs “INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS” (ITINs)

IRS Certified Acceptance Agent services to obtain a US Tax ID.

  • PREPARATION OF FORMS W-8BEN AND W-8ECI

To eliminate or reduce income tax withholding on interest, dividends, royalties, and effectively connected income (such as rental income, income from a partnership, etc.).


US ESTATE TAX CONSIDERATIONS

  • US ESTATE TAX PLANNING 
  • EVALUATION OF TAX TREATY APPLICABILITY  
  • US ESTATE TAX RETURN PREPARATION  

Reporting US assets of decedents who are not resident aliens of the US.

  • OBTAINING IRS TRANSFER CERTIFICATES

FIRPTA WITHHOLDING ON SALE OF US REAL PROPERTY INTERESTS

  • CONSULTATIONS REGARDING REDUCING OR ELIMINATING WITHHOLDING ON SALE
  • PREPARATION OF APPLICATION TO ELIMINATE OR REDUCE WITHHOLDING
  • PREPARATION OF FIRPTA TAX WITHHOLDING FORMS  

INDIVIDUALS IMMIGRATING/EMIGRATING TO/FROM THE US OR ABANDONING GREEN CARD OR RELINQUISHING US CITIZENSHIP 

  • PRE-MOVE CONSULTATION AND PLANNING 
  • COMPLIANCE WITH US AND CANADIAN DEPARTURE RULES  
  • US AND CANADIAN DEPARTURE TAX RETURNS  
  • DUAL-STATUS TAX RETURNS AND DUAL-RESIDENCY YEARS TAX COMPLIANCE  
  • CONSULTATIONS REGARDING US EXPATRIATION TAX IMPLICATIONS OF SURRENDERING A US GREEN CARD AND/OR RENOUNCING US CITIZENSHIP 

US AND FOREIGN (NON-US) ENTITIES OWNED BY NONRESIDENT ALIENS OF THE US 

  • DETERMINATION OF FEDERAL AND STATE FILING REQUIREMENTS, EVALUATING TAX TREATY ISSUES INCLUDING PERMANENT ESTABLISHMENT AND BRANCH TAX MATTERS.  
  • STRUCTURING US BUSINESS ACTIVITES OR INVESTMENTS INCLUDING PLANNING FOR FEDERAL AND STATE INCOME TAX AND STATE SALES TAX 
  • OBTAINING US TAX IDs “EMPLOYER IDENTIFICATION NUMBERS” (EINs) 
  • US INCOME TAX RETURN PREPARATION  

Preparation of domestic and foreign corporate, domestic and foreign partnership, domestic and foreign trusts, and domestic and foreign estate tax returns with special cross-border/international reporting forms.  


FOREIGN (NON-US) ENTITIES OWNED BY US PERSONS  

  • STRUCTURING FOREIGN INVESTMENTS 
  • CONSULTATIONS REGARDING RULES FOR:

- Foreign Partnerships

- Passive Foreign Investment Companies 

- Foreign Personal Holding Companies

- Foreign Disregarded Entities

- Controlled Foreign Corporations

  • DETERMINATION OF ENTITY CLASSIFICATION AND PLANNING FOR US TAX PURPOSES  
  • PREPARATION OF TAX RETURNS AND SPECIAL REPORTING FORMS FOR TRANSACTIONS WITH FOREIGN ENTITIES  
  • PREPARATION OF FORMS W-8BEN-E, W-8ECI, AND W-8IMY

To eliminate or reduce income tax withholding on interest, dividends, royalties, and effectively connected income (such as rental income, income from a partnership, etc.).


CROSS-BORDER AND INTERNATIONAL TAX CONSULTATION

CROSS-BORDER AND INTERNATIONAL INCOME TAX PLANNING

US ESTATE TAX PLANNING