US Tax Services
Our US Tax Services
Our US tax team offers a full range of U.S. tax compliance and consulting services to individuals, fiduciaries, family offices and private and public companies. We specialise in complex tax issues, especially when the taxpayer is located outside the US or has non-US financial interests.
We have listed some of the most common services we provide to our clients. We provide services tailored to each client, please do not hesitate to contact us for your personal circumstances.
Tax Compliance Services
- Federal and State Income tax Returns
- Report of Foreign Bank and Financial Accounts (FBAR)
- Gift Tax and Estate Tax Returns
- Dual-status income tax return for part-year residents
- Form 8854 – Initial and Annual Expatriation Statement
- Form 5471 – Controlled Foreign Corporations
- Form 8621 – Information Return by a Shareholder of a PFIC
- Form 8938 – Statement of Specified Foreign Financial Assets
- Form 3520 – Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
- Federal and State Income tax Returns
- US inbound and outbound corporate tax compliance
- Income tax provision preparation under US GAAP
- Form 8832 – Entity Classification (“check-the-box” election)
- Form 5472 – Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
- Form 8804, 8805 & 8813 – §1441 Withholding of tax on nonresident aliens
- Schedules K-2 & K-3 for partnerships
- Small Business Corporation (S-corp) election
- Form 1041 – US Federal Income Tax Return for US trust
- Form 1040-NR – US Federal Income Tax Return for foreign trust
- State Income Tax Returns
- Form 56 – Notice Concerning Fiduciary Relationship
- Form 2848 – Power of Attorney and Declaration of Representative
- Foreign Nongrantor Trust Beneficiaries Statements preparation
- §663 Election (65-day election for trust distribution)
- Form 8832 – Entity Classification Election for underlying entities (“check-the-box” election)
- Schedule K-1 for Form 1041
Tax Consultation Services
- IRS Streamlined Filing Compliance Procedures
- Relief Procedures for Certain Former Citizens
- U.S. Expatriate Tax Consulting
- Filing of Back Taxes to Fulfill U.S. Tax Obligations
- Representation before the Internal Revenue Service
- Relinquishing US citizenship (expatriation) or permanent residency planning
- Pre-immigration tax planning
- Transfer taxes (Gift Tax and Estate Tax) planning
- Individuals business planning and structuring
- Tax audit defense
- Withholding tax issues
- Cross-border tax planning and tax treaty analyses
- US inbound and outbound tax planning
- Analysis of filing requirement for entities
- Business entity classification analysis and planning
- FIRPTA & withholding planning
- Foreign Branch Profits Tax analysis
- Employer Identification Number application
- Representation before the Internal Revenue Service
- Financial interests attribution analysis
- Foreign Nongrantor Trust planning
- Undistributed Net Income (UNI) and Distributable Net Income (DNI) analysis for nongrantor trusts
- Entity classification planning and analysis for trust structures and underlying entities
- Financial interests attribution (from trusts and underlying entities to beneficiaries) analysis
- Representation before the Internal Revenue Service
- Grantor Retained Annuity Trust (GRAT) / Grantor Retained Income Trust (GRIT) planning
- Other trusts compliance and planning
Individual
Corporations / Partnerships
Fiduciaries / Trust
Resources
Find our resources below for US tax.
Tax Briefings
Tax Alerts
Tax News
Suite 805-6, Prosperity Millennia Plaza 663 King's Road, North Point Hong Kong |
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| +852 3151 7992 | |
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