Client Services


Tax Services

Tax Preparation Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the taxation expertise and knowledge that they deserve throughout the year.

Our experience with the taxation of U.S persons working abroad has provided us with an extensive base of knowledge in the area of international taxation.

Tax services offered include but are not limited to:

  • Individual Federal and State tax return preparation for U.S. citizens and green-card holders living and working abroad
  • Individual Federal and State tax return preparation for non-U.S. persons having U.S. source income
  • Foreign Asset Disclosure Forms
  • Report of Foreign Bank and Financial Accounts (FBAR)
  • Tax Estimates
  • Extension Requests
  • IRS and State Tax Problem Resolution
  • Expatriation Matters
  • Filing Past Year Tax Returns
  • Tax Implications of US and Foreign Home Ownership
  • Tax Implications of Swiss Retirement Plans 

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Fees

Fees

The fee for tax preparation services is based on a fair assessment of the complexity of the tax return. A fee quote can be provided upon request.

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