Preparing tax returns can be a stressful and burdensome task. Given the IRS’s recent increased scrutiny on international income and assets reporting, it is more important now than ever to use a trusted tax professional who specializes in international tax.
At The Wolf Group, we understand the complexity of the tax code and the challenges our clients face. We have over 30 years of experience working with individuals and companies who have complex international tax situations. We are committed to preparing tax returns to minimize tax liability, while reducing the likelihood of an IRS examination.
Individual Income Tax Compliance Services
Business Tax Compliance Services
Estate, Gift and Trust Tax Compliance Services
Foreign Trust Tax Compliance Services
We provide professional tax return preparation services to U.S. citizens and foreign nationals living in the United States as well as to American expatriates abroad. Our U.S. and international tax compliance services include the preparation of complex informational and tax reporting forms, such as:
- Forms 1040 and 1040NR
- Foreign Bank Account Reports (FBAR)
- Foreign Earned-income Exclusion (Form 2555)
- Statement of Specified Foreign Financial Assets (Form 8938)
- Information Return by a Shareholder of a PFIC (Form 8621)
- Foreign Tax Credits (Form 1116)
- Election to Treat Nonresident Spouse as Resident (“6013(g) Election”)
- Tax Treaty-Based Return Positions (Form 8833)
Our firm provides tax preparation services for all federal and state estate, gift, and trust tax returns, including tax filing of foreign estates with U.S. situs assets. In this effort, we prepare the following forms:
- United States Estate Tax Return (Form 706)
- United States Gift Tax Return (Form 709)
Any U.S. person who is treated as the owner of any portion of a foreign trust is responsible to ensure that the trust satisfies annual IRS reporting requirements. U.S. beneficiaries of foreign trusts also have their own tax compliance requirements. We can assist you with the preparation of these forms:
- Fiduciary Income Tax Returns (Form 1041)
- Nonresident Income Tax Return (Form 1040NR)
- Annual Return To Report Transactions with Foreign Trusts (Form 3520)
- Annual Information Return of Foreign Trust with a U.S. Owner (Form 3520-A)
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