As a US citizen and resident living and working abroad, your worldwide income generally is subject to US income tax no matter where you live. The tax situation becomes complicated when you move abroad. Tax planning should start before you become a US Expat. We can assist you with the areas such as: · Foreign Earned Income Exclusion · Foreign Tax Credit · Rental Properties · Investment Income (Dividends, Interests, Stock Sales) · Stock Options · Foreign Bank Accounts · Self-Employed Income · Ownership in Foreign Entities · Child Related Tax Credits · State Filing Compliance · Late Filings · IRS notice · Year-Round Tax Planning and more

You may need to file both federal and state income tax returns in the following situations: · You have a real estate investment · You are requesting the tax withholding refund based on the tax treaty. · You are receiving K-1s from US partnerships

We have the extensive experience working closely with educators, scientists, business owners, musicians, journalists, attorneys, multi-state and national business and more in the areas such as, but not limited to: · Self-Employed Business · Farm Business · Rental Properties · Oil and Gas · K-1s from Pass Through Entities and Trust · Various Financial Investments Transactions · Cancellation of Debt · Retirement Plan · Education Credits · Multi-state tax returns · Year-Round Tax Plannings

We have been helping local small businesses to multi-national business entities with their tax needs such as, but not limited to: · C Corporation: FAS 109 Calculations · S Corporation: AAA Basis, Owner Stock Basis, Special Rules applicable to S Corporation · Partnership: Partner's Capital Account Basis, Sale of Partnership Interest, Special Rules applicable to Partnership

The taxpayers set up different type of trusts to meet their financial and family needs.

If you give a gift with a value over a threshold, you'll need to file a gift tax return.

The decent is required to file the estate trust return and/ or the estate return.