Individual Tax Services

International Tax Consulting Services

• U.S. income tax planning associated with international organization employees' pensions and pension commutations.
• U.S. tax residency planning for international organization employees.
• Tax planning for foreign nationals and U.S. citizens utilizing U.S. income tax treaties.
• Tax planning for U.S. lawful permanent residents including expatriation planning for those long-term green card holders who are considering relinquishing their green cards.
• Managing the tax impact of U.S. persons holding of foreign mutual funds and controlled foreign corporations.
• Managing the U.S. tax implications of U.S. individual's participation in foreign pension plans.

Tax Compliance Services

• U.S. individual federal and state tax income tax returns
• Form 8854 "Expatriation Information Statement"
• TD F 90-22.1 "Report of Foreign Bank and Financial Accounts"
• Form 5471 "Information Return of U.S. Persons with Respect to Certain Foreign Corporations"
• Form 8621 "Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund"

Expatriate Tax

We provide U.S. tax return compliance services to companies requiring assistance with income tax matters for their international workforce. These services include but are not limited to:

• Preparation of individual income tax returns for expatriates and foreign nationals.
• Preparation of annual tax equalization, tax protection, and/or tax reconciliation calculations
• Home and host country Tax counseling with the international assignee