SERVICES

Pre-Immigration Planning

Moving to the United States with significant assets can pose unique challenges for the inexperienced. We have many clients who have come seeking residency in the US and have considerable experience in guiding them through the tax laws and other financial considerations. We can give you a thorough idea of what to expect tax wise and come prepared with a personalized plan specific to your needs and wants. We will help fill out the FACTA (Foreign Account Tax Compliance Act) and the FBAR (Foreign Bank and Financial Account Reporting form), and make sure that you and your assets domestic or foreign are reported correctly so that we can avoid unnecessary fines and taxes. We will also guide you through what the best legal status for you and your family is for U.S. tax purposes.

Families coming to the United States should not have to worry about tax considerations when there are many other worries that must be attended too. We will guide you through this cumbersome process to ensure that you have a smooth transition for U.S. tax purposes.