KAUFFMAN NELSON LLP, CPAs

Don D. Nelson, Tax Attorney at Law

·           US Tax Return Preparation (and US states if necessary)

·           International Tax Return Preparation & Consulting

·           Extensions and Estimated Federal Tax Payments

·           Tax Equalization Calculations and Consulting

·           Tax planning, exit and entrance assistance.

US Tax Return Preparation

We have over 35 years experience preparing tax returns for US expatriates including (if necessary) the preparation of state returns.  Our staff includes attorneys, CPAs and other tax professionals.

We will assist the expatriate executive or worker with:

·           Tax return extension requests and estimated taxes

·           Preparing all required US returns (including one or more states if necessary)

·           Calculating and preparation of quarterly estimated tax forms is required.

Our rates for an expatriate tax return begins at $300. We will give you a firm quote when we learn the details of what is included in the return. We also give group discounts for more than one employee.

Foreign Tax Return Preparation

Your US tax return can be coordinated with your foreign tax return for your country of residence.  We provide foreign tax return preparation through our network of foreign tax firms, CPAs and experts.  Our network of tax advisors throughout the world have years of experience dealing with the concerns of  US expatriate taxpayers.

Our foreign tax consultants and preparers can provide  the following services:

·           Foreign tax return preparation utilizing the foreign earned income exclusion and foreign tax credit to the maximum extent allowed by US tax law.

·           Foreign tax planning

·           Entrance and exit planning for the foreign domicile country.

·           Payroll services

The cost of the foreign tax services varies with the country involved and the complexity of the US taxpayers return and required tax services.

Extension of Time to File Requests and Estimated Federal and State Tax Payments

US taxpayers residing overseas on April 15^th receive an automatic extension of time to file their US return for the previous calendar year until June 15^th. Thereafter additional extension request forms can be filed extending their return until August 15^th and thereafter an additional extension until October 15^th .  All taxes should be paid on April 15^th to avoid having to pay interest regardless of the automatic extension. Any taxes not paid by June 15^th will also be subject to penalties, regardless of if an additional extension request is filed. 

If an expatriate needs additional time to qualify for the foreign earned income exclusion beyond the October 15^th extension date, an additional extension can be secured.

We prepare these extensions for our clients and calculate any taxes due to help them avoid having to pay interest and penalties.

Quarterly Estimated Federal and Tax Payment  Forms

If you have no US taxes withheld from your wages or do not have enough withheld, you are usually required to pay quarterly estimated taxes which are usually based on the total taxes due in the prior year. This also applies to any state returns you must file if you still have income taxable in a US state such as rental income, or if you have continued to maintain your tax domicile in a US state.  We prepare your estimated tax vouchers and help you determine that tax which must be paid with each.

Tax Equalization Calculation and Consulting

Many US employers have tax equalization policies which attempt to adjust your net take home pay so that the amount you receive overseas, is the same as that you would receive if you worked in the US.  These policies use formulas which take into account the US tax, US state tax if any, and the foreign tax, with adjustments for the foreign tax credit and foreign earned income exclusion, and sometimes adjust for housing reimbursements and differences in the cost of living between the US and the expatriates country of residence.  We can explain that policy to you, perform the calculation for your employer or check it for the expatriate to determine if the employer’s calculation is correct.

Make Up Service for Filing Past  Year Returns Not Yet Filed

A large number of US Citizens living overseas have failed to file returns for one or more years because they were not aware of the filing requirements or the necessity. Expatriates do not automatically get credit for foreign taxes, foreign earned income and housing exclusions or other tax benefits without first filing a timely tax return.  The statute of limitations never runs on tax years for which a taxpayer fails to file their tax return.  We have assisted hundreds of expats enter into the IRS Offshore Disclosure Program and the IRS Streamlined Program.

We can assist you with filing returns that have not yet been filed for past years.  If many returns are involved, we will give you a “bulk” discount.  If you will ever return to live in the US, the IRS will eventually notice your return and inquire about missing returns.

Tax Planning  and Foreign Assignment Consultation

We can assist you with any Federal or State tax planning or question including income taxes, estate taxes and the taxation of your ownership interest in foreign corporations, partnerships, and trusts.

Structuring your compensation and other income can minimize your US and foreign taxes. It is best done prior to your departure to live abroad.  Subject to your individual circumstances, significant savings can be secure with respect to your state tax obligation, foreign tax obligation and social security taxes.   The US has tax treaties with many countries which may also give you benefits that might not be available to taxpayers residing in other foreign countries.

Our services include:

·           Tax analysis of your employment agreement and your employers tax equalization policy.

·           Designing the most tax efficient payroll structure and compensation package.

·           Review of applicable tax treaties

·          Determining resident and nonresident status with respect to the foreign country and if your tax  domicile  is still in a US state.

·           Tax cost projections for your foreign assignment

Our fees for these services will vary depending on the complexity of the situation and the services required.

IRS and State Audit Defense Services

We have over 25 year successful experience representing our clients in IRS and state tax audits.  We can also help you respond to any notices from tax authorities you may receive and resolving any problems. If necessary,  we can represent you as an attorney which will result in your communications with us being protected by “attorney-client” privilege.

If you retain the Firm to provide you with professional tax services, we can send you tax questionnaires and other information by email and you can provide us with all of your tax data by email.  We can also communicate via phone or fax or in person if you are ever in our neighborhood.

Kauffman Nelson LLP CPAs  - US Expatriate Income Tax Services has over 30 years of cutting edge experience and world class skills in  tax consulting and tax return preparation services for US Expatriates .  Call or email us now with the specifics of your relocation program.  Our principals in the past has been a  tax and legal consultant with PricewaterhouseCoopers LLP, DeLoitte Touche,  and Ernst & Young.

 Don D. Nelson, Tax Attorney at Law,
Partner in Kauffman Nelson LLP CPAs

Huntingon Beach, California USA

Phone (949) 480-1235
Skype Address: dondnelson
WhatsApp: (818)519-9219 US

Email: ddnelson@gmail.com or email form

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