Minimizing the impact of personal taxes
Careful tax planning is necessary to minimize the impact of personal income tax.
We have a dedicated group specializing in international tax and expatriate tax planning assistance to a broad range of clients. Our team, based on the West Coast, bring years of experience from large multi-national organizations.
Our international experts focus on identifying unforeseen tax liabilities or missed opportunities for mitigation.
We regularly advise clients on expatriate tax issues for executives and employees being transferred or working abroad.
Federal tax preparation
We provide federal tax return preparation for Americans living abroad, foreign nationals and those who have recently repatriated to the US.
State tax preparation
Some individuals are required to file a state tax return even while living abroad. We will help you determine if you need to file a state return taking into consideration the last state in which you lived and your ongoing activity with that state.
Late tax filing
Our professionals have deep expertise helping clients who are late filing their taxes and create a plan for timely filings in the future.
Many individuals are not aware of the Foreign Bank Account Report (FBAR or FinCEN Form 114) which must be filed by anyone with $10,000 or more in foreign bank accounts at any point during the year. We help with timely filing and reporting for our clients.