Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.
If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
Trust and Estates – We offer tax preparation for both Simple and Complex trusts as well as estate returns for income earning estates.
International (Individual and Business) – We can help you regain compliance in the this complex tax area through OVDP and other Amnesty Programs or remain in complicance whether you won an offshore corporation, mutual funds in foreign markets or simply time share property along restricted shorelines.
Foreign Earned Income – We offer necessary filing requirement and well as sourcing to ensure you are paying the tax actually due to the US.
FBAR – Signature Authority over foreign bank accounts require an annual filing of an information only report to the Department of Treasury. We can assist with this compliance filing as well as offer tax advice of other requirements in order to ensure compliance to both the Department of Treasury and the Internal Revenue Service.
Foreign Trusts – We offer form preparation for both 3520 and 3520A to for those who either own a foreign trust or are the beneficiary of a foreign trust. We can also prepare these forms for US persons who have received a gift from a foreign source.
EXPAT – Sometimes people need to denounce their US Citizenship and end the filing requirements to the US government. We can assist with this process in all phases.
BPP Renditions – Business Personal Property Renditions are due each April to the local Appraisal District in order to avoid a 10% penalty and accurate valuations. We offer form preparation as well as disputes when necessary.
Offshore Amnesty – The IRS has become very aggressive in pursing individuals and businesses to ensure tax compliance as it relates to the matters outside of our borders. If you have found yourself out of compliance, give us a call for a consultation and allow us to answer your questions and review all the options before they contact you.
Full Financial Planning
Mutual Fund Review
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