Taxes

We do everything legally possible to minimize Uncle Sam’s tax bite.

Our CEO is an Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents, like attorneys and CPAs, have unlimited practice rights. This means they can represent any taxpayer, handle any type of tax matter, and work with any IRS office.

Certified to provide professional tax advice and preparation, our CEO has over 15 years of experience in finance and investments.

We specialize in complex international taxation, including:

⦁ FIRPTA compliance.

⦁ FBAR reporting.

⦁ Foreign tax credit applications.

⦁ Form 5471 for foreign company reporting.

⦁ Startups and other entrepreneurial needs like bookkeeping.

⦁ Financial Statements – Bookkeeping :

⦁ Includes: Balance Sheet, Profit and Loss Statement, General Trial, Depreciable Assets Report.

⦁ Cost: Based on up to 1,200 transactions per year (annual, semi-annual, or quarterly as needed).

⦁ Ideal for keeping accounting records organized and ready for personal or business tax preparation.

⦁ Requirement: Organize transactions in the correct bank accounts to speed up the process.

⦁ Forms and Reports:

⦁ 1040 and 1040-NR returns, specializing in:

⦁ International bank accounts.

⦁ Treaty-Based Return Position Disclosure.

⦁ Closer Connection Exception Statement.

⦁ Foreign Income Exclusion.

⦁ International Tax Credits entre otras formas especiales.

⦁ Partnership Returns (Form 1065) and Corporation Returns (Form 1120).

⦁ Issue of Form 1099-NEC for payments over $600.

⦁ Beneficial Owner Registration (BOIR).

⦁ Public Information Report (PIR) for Franchise Tax.

⦁ ITIN processing.

⦁ FIRPTA forms

Specialized Tax Consultations

⦁ Tax Residency:

⦁ Cost: $50 for 30 minutes (non-refundable).

Key questions addressed:

⦁ Should I file taxes as a resident or non-resident?
⦁ What does it mean to be considered a tax resident in the U.S.?
⦁ What are my options if I don't earn income in the U.S. but
qualify as a resident?
⦁ How can I apply the "Closer Connection Exception
Statement" to avoid tax residency?
⦁ Is it beneficial for my primary residence to be under an LLC
for tax purposes?
⦁ What happens to my property tax liability in case of death if I
am a non-resident?
⦁ How does U.S. real estate ownership affect my tax status as a
foreigner?

⦁ FIRPTA (Foreign Investment in Real Property Tax Act):

⦁ Cost: $50 for 30 minutes (non-refundable).

⦁ Key questions addressed:

⦁ When does FIRPTA apply and how does it affect the sale of
my property in the U.S.?
⦁ How do I calculate the withholding percentage required by
the IRS?
⦁ How do I coordinate with the title company on the sale day?
⦁ What steps should I follow to recover the amount withheld as
tax?
⦁ How does the FIRPTA process align with my future tax
returns?
⦁ What are the best tax times to sell my property?
⦁ What should I do if I have multiple properties and want to
plan their sales strategically?

Taxes

Taxes

⦁ Financial Statements – Bookkeeping :

⦁ Forms and Reports:

Specialized Tax Consultations

⦁ FIRPTA (Foreign Investment in Real Property Tax Act):

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