US Tax Preparation & Planning

US Citizen/Greencard Holder:  If you are a U.S. citizen or green card holder, your worldwide income is subject to U.S. income tax, regardless of where you live. 

Non-US Citizen: Do you have financial interests in the U.S., e.g., a vacation home or business?  Are you planning to or have you recently immigrated to the US?  Tax returns with foreign elements can prove to be complex.  

I can help you navigate through the structure and complexities of your individual situation, prepare and file your tax return obligations and provide you with both the transparency and peace of mind you need.

Becoming Compliant / Streamlined Procedures

Whether you have never filed a U.S. tax return before or are simply uncertain about having reported all your foreign assets correctly, I will support you in achieving compliance with U.S. tax laws.

To this end, the Streamlined Filing Compliance Procedures can prove to be right avenue for you.   

Foreign Bank Account Reporting

If you have a financial interest in or signature authority over one or more foreign financial accounts and the aggregate value of those account exceeds $10,000 at any time during the calendar year, you are required to file an FBAR with the U.S. Department of Treasury.  

I can perform this reporting on your behalf.

Retirement & Financial Planning

Have you worked in different countries, leading to a collection of different pension elements?  Have you ever wondered about how your different pension elements add up and how they will be taxed at retirement?  Are you well versed with the Social Security Totalization agreements (example US/Germany:  International Programs – Totalization Agreement with Germany (ssa.gov))?

I have over three decades experience in investment management and am a Chartered Financial Analyst, in addition to being a CPA.  I am passionate about planning and would be more than happy to review your personal situation and goals.  I can provide specific advice on a chosen subject or work with you to create a complete retirement and or financial plan.