Individual Tax
01
Individual tax filing
We provide income tax filing services for individuals and families globally with income related to the U.S. This includes handling various tax matters such as W2/K1 forms, taxation for foreigners/students, rental income from property, real estate transactions, interest income, dividends (1099-DIV), self-employed filings, stocks and bonds, virtual currencies, etc.
02
Personal ITIN application
The ITIN (Individual Taxpayer Identification Number) is temporarily approved and issued by the U.S. Internal Revenue Service (IRS) upon application, specifically for non-U.S. citizens who have a need to file taxes. We are an authorized Certifying Acceptance Agent designated by the IRS for ITIN applications. Clients can directly apply for and obtain an ITIN through us, thereby avoiding the need to deal with IRS filings, scheduling, interviews, and processing.
03
Estate tax/gift tax filing
The Gift Tax/Estate Tax should be calculated differently based on various factors such as the relationship between the donor and the recipient, the deceased and the inheritor, as well as the location of the gifted property. We understand the privacy and sensitivity of such matters and ensures accurate, compliant, and professional filing while simplifying the filing process as much as possible.
04
Foreign account/income
We have extensive experience in foreign account and asset declaration, offering accurate and compliant solutions for clients. For foreign account/asset declarations, the services provided include: reporting foreign financial/bank accounts with FinCEN 114 (FBAR), FATCA declarations of foreign financial assets, declarations of foreign shareholdings, and reporting for foreign tax credit claims.