Services for individual US taxpayers include:

  • Federal and state income tax preparation and e-filing of returns
  • Estate and gift tax planning
  • Tax planning and advice in relation to setting up a charity or a private foundation
  • Tax planning and advice in relation to compensation and retirement
  • Tax planning and advice in relation to marriage (including marriage to non-US taxpayer spouses), divorce and children
  • Investment advice
    • Renting out of US home
    • Buying foreign real estate
    • Foreign insurance
    • Foreign-based pooled investment vehicles (mutual funds and partnerships)
  • Information Reporting 
    • Foreign bank and financial account ownership and authorization
    • Foreign corporation ownership
    • Foreign partnership ownership
    • Gifts from foreign persons
    • Foreign trusts
  • Tax planning and advice in relation to termination of US permanent residency and expatriation