Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
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SPECIALIZING IN TAX RETURNS AND PLANNING FOR:
EXPATRIATES (US CITIZENS LIVING OUTSIDE THE COUNTRY)
The United States taxes its citizens even if they reside and work overseas. However, there are exclusions and credits available which can often result in little to no tax owed to the U.S. Government. These exclusions and credits are only available if a return is actually filed. We can help with quick preparation of current year tax filings, as well as get you current if you have not filed in a number of years.
We have helped many with the offshore disclosure program as well as the streamlined program for those expats needing to get caught up.
Your returns are reviewed and signed by the owner and we do not outsource our tax preparation & review to non-CPA’s. You will notice the difference by using an experienced professional who will take the extra time to ensure your tax liability is as small as possible. We will optimize the best filing method depending on the Country you live in and the amount of taxes you pay overseas.
You will find our fees are extremely competitive and that our service is timely. We do not charge by the hour for tax return preparation, and our fee quote will include (if needed) state returns and foreign bank account forms.
FOREIGN NATIONALS RESIDING IN THE U.S.
If you are living in the U.S. but are not a U.S. citizen or resident, we can help you with your taxes. In some cases, there are different options of how to prepare your return and we optimize the best filing method for your situation.
If you want to discuss your situation please email us at Charles@cpa4expats.com. Your returns can be prepared quickly and the entire process is handled electronically.
SAME-SEX COUPLES NEEDING SPECIAL FILINGS
We help many same-sex couples with tax preparation whether legally married or in a registered domestic partnership. We are well versed in the latest legislation which covers both married same-sex couples and those in a Registered Domestic Partnership (CA RDP for instance).
EMPLOYEES SUBJECT TO TAX EQUALIZATION AS PART OF A FOREIGN ASSIGNMENT
If you are under tax equalization with your employer, we can review the calculation prepared by
your Company’s accounting firm. It is recommended that you have someone independent who
is looking out for your best interests. Also, we can assist in preparing your taxes if your
employer allows you to opt-out of their program. You will find the cost is often comparable to
what you paid for your tax preparation prior to going on foreign assignment. Contact
Charles@cpa4expats.com for any questions you may have.
All returns prepared by Kauffman Nelson LLP, Charles Kauffman, Managing Partner
WE SERVE CLIENTS ALL OVER THE WORLD
In addition to the locations below, we have clients all over the world:
London
Sydney
Dubai and Abu Dhabi
Germany
Tokyo
Perth
Seattle
New York
Long Beach, CA
Vancouver, BC
Texas
Hong Kong
California
Iraq
Afghanistan