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 Relief for US Taxpayers with Undisclosed Foreign Assets and Unreported Foreign Income
-
Preparation of Amended or Delinquent Tax Returns Including All International Information Returns and FBARs
-
Streamlined Filing Compliance Procedures, Delinquent International Information Return Submission Procedures, Delinquent FBAR Submission Procedures, and the new Relief Procedures for Certain Former Citizens
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 and Community Property Applicability
-
US Estate Tax Return Preparation
Reporting US assets of decedents who are not resident aliens of the US.
-
Obtaining IRS Transfer Certificates and Estate Tax Closing Letters
FIRPTA Withholding on Sale of US Real Property Interests
-
Consultations Regarding Reducing or Eliminating Withholding on Sale
-
Preparation of Applications to Eliminate or Reduce FIRPTA Withholding
-
Preparation of FIRPTA Tax Withholding Forms
Individuals Immigrating/
-
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 Tax Year` 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 Foreigners
-
Determination of Federal and State Filing Requirements, Evaluating Tax Treaty Issues Including Permanent Establishment and Branch Tax Matters
-
Structuring US Business Activities 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, partnership, trust, and 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:
- Controlled Foreign Corporations
- Transition Tax Reporting
- Global Intangible Low-Taxed Income (GILTI) Reporting including the Section 962 Election
- Foreign Partnerships
- Passive Foreign Investment Companies
- Foreign Personal Holding Companies
- Foreign Disregarded Entities
-
Determination of US Entity Classification 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 Consulting
Cross-Border and International Income Tax Planning
US Estate Tax Planning
|
|
