Our services

What we do.

US federal and state tax for people and businesses across Asia, prepared and reviewed by a licensed CPA.

Get a quotation
Services

Where we can help.

Worldwide income reporting
  • US expatriate returns for citizens and green card holders
  • Individual income tax returns including state filing (Form 1040)
  • Hong Kong individual returns
  • Returns for taxpayers arriving in or departing Hong Kong
Non-resident & foreign persons
  • US tax reporting for non-US persons with US investments and refund claims (Form 1040NR)
  • Preparation and review of Form W-9 and the W-8 series (W-8BEN, W-8BEN-E, W-8ECI, W-8EXP, W-8IMY)
Foreign accounts & FATCA
  • FBAR (FinCEN Form 114) reporting
  • Individual FATCA compliance
Catch-up & voluntary disclosure
  • Prior-year and late filings through the IRS Streamlined Filing Compliance Procedures (Forms 14653 and 14654)
  • Guidance on current IRS voluntary disclosure options
Planning & advisory
  • US tax planning and consulting
  • Pre-immigration planning before obtaining a green card
  • Trust, estate, and gift tax compliance
Expatriation & IRS representation
  • US initial and annual expatriation statements (Form 8854)
  • Liaison with and representation before the IRS
How it works

A clear process, start to finish.

Step 01
Request a quotation on our secure form
Step 02
We get to know your situation and objectives
Step 03
A discussion with a tax consultant, online or in person
Step 04
We prepare your return
Step 05
We review it with you and discuss ongoing planning
Step 06
We e-file, or paper file, with the IRS or your state authority