Expatriate Tax Services

Employees of U.S. Multinational Corporations or U.S. individuals working overseas become subject to complex tax issues from country to country when they relocate abroad. We offer assignment planning and solutions to both employers and employees on tax issues involving domestic and international relocations; U.S. expatriates living overseas; and, foreign nationals working in the U.S. Our firm offers a wide range of services to Multinational Corporations, expatriate executives, and foreign nationals including:

  • Tax planning in structuring a cost-effective assignment.
  • Advanced calculations of the potential costs of assignments, per local tax and Social Security regulations.
  • U.S. tax return preparation (and U.S. states if necessary).
  • Canadian tax return preparation.
  • Coordination of foreign tax return preparation for non-Canadian assignments.
  • Tax equalization and hypothetical withholding tax calculations consulting.
  • Extensions and estimated federal tax payment calculations.
  • Designing tax efficient compensation packages for minimizing global tax exposure and overall assignment cost

    • Tax Equalization and Hypothetical Withholding Tax Calculations and Consulting

    Our firm can provide consulting services to employers in setting up of the company-specific Tax Equalization Policies that integrate with the company's overall business strategies. We can explain the policy to the employees, and perform the tax equalization and hypothetical withholding tax calculations for the employers. We can also review the tax equalization calculation with the employee to determine if the calculation is in accordance with the tax equalization policy.

    Top

    Make Up Services in Preparation of the Back-Log Past Year Returns

    A large number of U.S. citizens living overseas have failed to file returns for one or more years because they were not aware of the filing requirements or the necessity to file. Expatriates do not automatically get credit for foreign taxes, foreign earned income and housing exclusions or other tax benefits without first filing a timely tax return. The statute of limitations never runs out on tax years for which a taxpayer fails to file their tax return.

    We can assist you with preparation and filing of the back log returns that have not yet been filed for past years. If many returns are involved, we will give you a "bulk" discount. If you will ever return to live in the U.S. or intend to collect US Social Security, the IRS will eventually inquire about the missing returns.

    Tax Services for Non-Residents and Foreign Nationals Working and Living in the U.S.

    If you do not live in the U.S., but own all or part of an U.S. corporation, partnership or trust, we can assist you with filing the proper tax returns to comply with all U.S. federal and state tax laws. If you are an individual and receive income which is subject to U.S. tax (usually something other than certain types of interest and capital gains) we can prepare a non-resident tax return for you.

    If you live in the U.S. or maintain your tax domicile there, you must file an U.S. tax return. With planning, those U.S. taxes can be minimized so you can keep more money in your pocket. We have the expertise and experience to prepare your returns both for the IRS and the state in which you live.

    Top