Orange County Expat Tax Attorney
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Taxes for Expats
The Orange County expat tax attorneys at Evolution Tax and Legal can help the following citizens calculate and comply with the U.S. tax filing requirements:
- Americans with overseas investments and operations
- American expatriates or non-US citizens living or earning income within the U.S.
Our team offers all services related to U.S. international tax as it applies to individuals (both U.S. citizens and non-U.S. citizens). From tax planning advice, to tax compliance services, and representation in front of the IRS.
Commonly, our individual clients are American expats living in the following foreign countries OR non-U.S. citizens who have either immigrated to the U.S. or have assets and income in the U.S. from the following countries:
Our main book of work for individual taxpayers is to bring those with international tax issues back into compliance with the U.S. reporting obligations upon them. Generally, our expat tax lawyers work with individuals who may not have known they were required to report certain foreign assets and income to the U.S. as part of their annual tax filings. Bringing an individual back into tax compliance can be done through various programs depending on his or her level of “willfulness” behind his or her improper U.S. tax reporting. You can find out more about each one of these programs via our services page on U.S. and Foreign Disclosures.
Our Expat Tax Services in Orange County, CA
U.S. Federal Tax Return Preparation
Our expert Orange County expat tax lawyers have experience in assisting countless expatriates and non-U.S. citizens preparing their U.S. tax returns. We can help individuals with all sorts of U.S. tax compliance, starting from your basic, single-year tax return preparation, to gift and estate tax return preparation, through bringing delinquent and non-compliant filers back into compliance with U.S. tax law.
State Tax Return
Sometimes, American expatriates and non-U.S. citizens will have U.S. state tax filing obligations. As part of our services, we will advise you if you are required to file such returns and can prepare them on your behalf. Most expats or non-U.S. residents with investments or assets in the U.S. will not have U.S. state filing requirements. If you do, a knowledgeable Orange County expat tax attorney at Evolution Tax and Legal can also assist you in determining how to stop being subject to such filings and lower your overall cost of tax compliance moving forward.
Tax Planning Analysis
We can, and do, provide tax planning to many of our clients who are looking to implement a tax-efficient strategy. Amongst the many forms of advice and planning we assist in, this includes advice to those ex-pats and non-U.S. citizens to those looking to best structure their U.S. and foreign investments, report or reduce their compensation, move into or out of the U.S., and how to best utilize a tax treaty between the U.S. and their applicable foreign country. When you retain our services, an Orange County expatriate tax attorney will take a deep dive into your current tax situation to make recommendations as to how you can reduce or even eliminate taxes owed in the U.S. Additionally, we help our clients implement these strategies.
Federal and State Audit Representation
In addition to providing normal tax planning and compliance solutions, we also represent many individuals in tax audits spurred by the U.S. federal and state tax authorities. Most of our audits are in connection with the IRS, however, we also represent many businesses on audits brought upon by varying U.S. states, such as California.
Non-Filers or Delinquent Filers
For those expats and non-U.S. citizens who did not know they were subject to U.S. tax reporting requirements and payments, or who have failed to timely prepare and file their tax returns, there are many options to bring yourself back into compliance with U.S. tax law. Generally the disclosure program we bring you through depends upon the level of “willfulness” behind the non-compliance. For a full discussion on these various programs, please see our service page on U.S. and Foreign Disclosure Programs.
Reviewing Prior Returns
Very often when we get a new client and review his or her prior tax filings, we find numerous errors – almost always made against the client’s interests. This happens when a client self-prepared or the return was performed by tax preparers unfamiliar with the complexities of U.S. international taxation as it applies to individuals. This happens so frequently that we have an established service specifically dedicated to this. With our review, we list the errors we find along with potential solutions for correcting any errors we find. Additionally, if we find any errors, the fee paid for this service will be applied towards the cost of preparing an amended return.
What to Know About U.S. Expat Taxes
Reporting Your Worldwide Income
Reporting Your Foreign Assets
You Are Entitled To An Exclusion For Foreign Earned Income
You May Be Entitled to a Credit on Foreign Tax Paid
You May Have to Report Your Ownership of Foreign Businesses
You Might Be Entitled to Benefit Under a Double Tax Treaty
If You Failed to Properly Report Your Foreign Income and Assets in Previous Years, You Have Options