US individual income tax compliance and consulting

Individual income tax compliance services

• Preparation of Federal and State income tax returns including the foreign information returns and FBAR reporting;
• Gift tax analysis and tax reporting;
• Assist and represent of the taxpayers with the correspondence of the IRS and State authorities regarding the tax issues;
• Non-resident aliens tax compliance services including the ITIN applications and tax reporting and refund claim;
• Foreign corporation disclosure forms submissions and to analysis of the tax implications with the US corporate tax returns;
• Advise of the Streamlined and Delinquent Tax Filing Compliance Procedures and assist with filling and submission process.

US tax planning for US founders

• US tax implication analysis for long-term equity incentive plans for the US management employees including structural analysis of the participation in incentive plans;
• Tax implications analysis for the founders and executives of their exist of the shares during or before the IPO;
• Tax analysis for the founders and executives’ US individual income tax implications with regards to their IPO restructures;
• Tax advisory services on the gift and estate tax planning as well as the U.S. trusts and private foundation set-up.

Executives’ compensation and tax planning

• Provide U.S. tax consultation for executives’ equity incentive plans to avoid the double taxation impacts from multi-jurisdictions;
• Provide a one-stop tax planning services to the executives, including both China & U.S. individual income tax perspectives;
• Tax cost simulations for the executives who have U.S tax residency;
• Tax optimisation between the utilisation of foreign tax credits and foreign earned income exclusion.

Tax planning for US immigration & expatriation

• Tax planning for personal assets while immigration and expatriation;
• The U.S. individual income tax reporting and tax implications for the investment of the U.S. real estate properties;
• Analysis and advise of the gift and estate tax implications for family members;
• Review prior years tax returns and analyse the potential tax compliance issues before expatriation;
• Preparation of the expatriation tax return.