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/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 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
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