US outbound tax solutions for US investors and businesses with global activities

Outbound Tax Services

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Helping with all your international tax and accounting needs

Our team's vast experience in taxation services fills the gap which other CPAs may lack

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U.S. Outbound Tax Planning

US Outbound Tax Planning encompasses strategic measures to optimize investments and business expansions abroad, mitigating tax burdens while maximizing profitability. Our seasoned Tax Planning Specialists have been preparing customized strategies for individuals and corporations venturing into international markets since 1992.

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U.S. Outbound Tax Preparation

As a leading global CPA firm, we excel in providing comprehensive US Outbound Tax Preparation services. Trusted by over 20,000 clients worldwide, we specialize in handling income tax returns and foreign information return preparation. Our expert team ensures meticulous compliance with both local and global tax regulations, guiding you through the complexities of US tax requirements for outbound activities.

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U.S. Outbound IRS Tax Representation

In the event of a governmental tax audit, trust our expertise in US Outbound Tax Representation to safeguard your interests every step of the way. Our CPAs will represent you during audits, appeals, and collection proceedings, ensuring your rights are protected and advocating for the best possible outcome. From compiling requested documents to attending meetings on your behalf, we handle all aspects of the audit process.

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Why H&CO US Outbound Tax Services?

Discover why H&CO Outbound Tax services are the trusted choice for businesses and individuals expanding internationally. With over 30 years of expertise in outbound taxation, we are a recognized leader in navigating global tax complexities. Our team’s in-depth knowledge of international tax treaties, compliance, and strategic planning ensures seamless tax solutions for clients operating across borders. Trusted by over 20,000 international clients, H&CO is committed to delivering tailored strategies that optimize tax efficiency while ensuring full compliance with global regulations. Let us guide your success in the ever-evolving international marketplace.

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Trusted International Tax Advisors to guide your business expansion, international investments, and cross-border ventures.
 

Our Comprehensive U.S. Outbound Tax Services:

US Outbound Tax Planning and Compliance

Maximize your global ventures with our US Outbound Tax Planning service. Navigate the complexities of international tax laws and minimize liabilities on income earned abroad. Our expert strategies optimize foreign tax credits, leverage treaties, and structure entities for tax efficiency. From utilizing the Foreign Earned Income Exclusion to strategic transfer pricing compliance, we tailor solutions for individuals and corporations. Stay ahead of GILTI regulations and explore tax-efficient repatriation options. Partner with us for comprehensive outbound tax planning expertise.

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Maximize your global ventures with expert US Outbound Tax Planning services, designed to optimize foreign tax credits, leverage treaties, and ensure compliance with international tax laws.

US Tax Preparation for Americans Investing Abroad & US Businesses Operating Overseas

Stay ahead of tax regulations with our U.S. Outbound Tax Compliance service. We handle the intricate process of ensuring your international activities align with U.S. tax laws. From reporting foreign income to navigating complex filing requirements, our experts streamline compliance for individuals and businesses. We meticulously assess your obligations, leverage available credits and deductions, and file accurate returns, safeguarding you from penalties and audits. Trust us to maintain compliance while you focus on your global endeavors with confidence and peace of mind.

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Streamline your tax filings with our US Outbound Tax Compliance services, tailored to ensure accurate reporting and alignment with US tax regulations for global activities.

Entity Section for Foreign Expansion

Choose the right foundation for your global expansion with our Entity Selection service. We guide you through the complexities of operating abroad, recommending the optimal entity structure for your venture. Whether establishing a subsidiary, branch, or joint venture, we analyze your goals, risks, and compliance needs to comply with international tax rules. Our expertise spans tax efficiency, liability protection, and operational flexibility, ensuring your business is positioned for success in foreign markets. Trust us to navigate the intricacies of international business entity selection with confidence and clarity.

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Navigate global expansion confidently with our Entity Selection services, offering customized solutions for tax efficiency, liability protection, and operational flexibility abroad

US Estate and Gift Tax Planning for Foreign Assets

Secure your international legacy with our Strategic Estate & Gift Tax Planning service. We specialize in safeguarding your global assets through meticulous planning tailored to your unique circumstances. From overseas real estate to offshore investments, we navigate complex tax laws to minimize liabilities and maximize wealth transfer efficiency. Our experts craft personalized strategies to protect your legacy, ensuring seamless succession and compliance with international regulations. Trust us to preserve and enhance your wealth across borders with precision and foresight.

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Protect your international legacy with strategic US Estate and Gift Tax Planning, minimizing tax liabilities and ensuring seamless wealth transfer across borders

Foreign Tax Credit Services, Form 1116, Form 1118

Unlock the potential of your global investments with our Strategic Foreign Tax Credit Planning and Consulting service. We specialize in optimizing your tax position by leveraging foreign tax credits efficiently. Our experts meticulously analyze your international income and taxes paid abroad to minimize double taxation and maximize available credits. With tailored strategies and comprehensive guidance, we ensure compliance with tax regulations while maximizing your tax savings. Trust us to navigate the complexities of international tax laws and optimize your global tax strategy with precision and expertise.

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Optimize your tax savings with strategic Foreign Tax Credit planning, minimizing double taxation and leveraging credits to enhance your global investments

Foreign Trust & Gift Reporting, Form 3520

Navigate foreign trust reporting requirements effortlessly with our Comprehensive Assistance service. We specialize in guiding individuals and entities through the complexities of reporting foreign trusts. Our experts ensure accurate and timely compliance with all necessary regulations, minimizing the risk of penalties and ensuring peace of mind. From initial assessment to ongoing reporting, we provide tailored solutions to meet your specific needs. Trust us to streamline the foreign trust reporting process, allowing you to focus on your international endeavors with confidence.

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Ensure seamless compliance with foreign trust reporting requirements through expert guidance and accurate filing solutions tailored to your needs

Controlled Foreign Corporation (CFC) Compliance, Form 5471

Ensure seamless compliance with Controlled Foreign Partnership (CFP) regulations through our expert service. We specialize in guiding individuals and businesses through the complexities of CFP compliance, ensuring adherence to IRS requirements. Our seasoned professionals meticulously assess your CFP structure, provide tailored advice on reporting obligations, and assist with accurate filing to minimize the risk of penalties. From understanding CFP classifications to navigating international partnership income rules, we offer comprehensive support to ensure your compliance with confidence and peace of mind. Trust us for expert CFP compliance solutions tailored to your needs.

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Navigate Controlled Foreign Corporation compliance effortlessly with our tailored services, ensuring adherence to IRS regulations and minimizing risks

Controlled Foreign Partnership Compliance, Form 8865

Benefit from our Comprehensive Assistance service for Information Returns on Foreign Business Entities. We specialize in guiding US taxpayers through the intricate process of reporting foreign business interests. Our experts ensure accurate completion and timely filing of all required forms, minimizing the risk of penalties and ensuring compliance with IRS regulations. From entity classification to reporting intricacies, we provide tailored solutions to meet your specific needs. Trust us for comprehensive support, allowing you to navigate foreign business reporting requirements with confidence and ease.

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Accurately report foreign business interests with our Controlled Foreign Partnership Compliance services, ensuring timely and precise filing

Passive Foreign Investment Company (PFIC) Reporting, Form 8621

Access expert guidance on Passive Foreign Investment Company (PFIC) regulations with our specialized service. We provide comprehensive advice to individuals and businesses navigating the complexities of PFIC compliance. Our seasoned professionals offer tailored solutions to ensure adherence to IRS requirements, minimize risks, and optimize tax outcomes. From determining PFIC status to navigating tax reporting obligations, we provide clarity and expertise every step of the way. Trust us for reliable advice and peace of mind in managing your PFIC compliance effectively.

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Streamline your PFIC compliance with expert solutions, ensuring adherence to IRS requirements and optimizing your tax outcomes

Subpart F Income Tax Planning & Compliance

Optimize your tax strategy with our Subpart F Income Tax Planning & Compliance service. We specialize in assisting individuals and businesses in navigating the complexities of Subpart F income taxation. Our expert team provides tailored solutions to minimize tax liabilities while ensuring compliance with IRS regulations. From identifying Subpart F income to implementing tax-efficient strategies, we offer comprehensive support at every stage. Trust us to streamline your tax planning and compliance process, ensuring optimal results and peace of mind.

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Minimize tax liabilities with comprehensive Subpart F Income Tax Planning services, tailored to ensure compliance and strategic optimization

FATCA & CRS Information Reporting

Navigate FATCA regulations confidently with our Comprehensive FATCA Planning and Filing Services. We specialize in guiding individuals and businesses through the intricacies of compliance with the Foreign Account Tax Compliance Act (FATCA). Our experts ensure accurate reporting and filing to meet FATCA requirements, minimizing the risk of penalties and non-compliance. From initial planning to ongoing support, we tailor solutions to your specific needs, providing peace of mind and ensuring adherence to regulatory obligations. Trust us for comprehensive FATCA compliance solutions tailored to your situation.

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Confidently meet FATCA requirements with expert guidance on planning and filing, ensuring full compliance and minimizing regulatory risks

Foreign Bank Account Reporting (FBAR), Form 114

Simplify FBAR compliance with our Efficient FBAR Planning and Reporting Services. We specialize in guiding individuals and businesses through the Foreign Bank Account Report (FBAR) requirements efficiently. Our experts ensure accurate reporting and filing to meet FBAR obligations, minimizing the risk of penalties and non-compliance. From thorough planning to streamlined reporting, we tailor solutions to your unique needs, providing peace of mind and ensuring adherence to regulatory mandates. Trust us for comprehensive FBAR compliance solutions, optimizing your reporting process with precision and expertise.

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Efficiently meet FBAR compliance requirements with tailored solutions for accurate reporting and minimized risk of penalties

Foreign Financial Assets Reporting, Form 8938

Streamline your compliance with foreign financial asset reporting requirements with our expert solutions. We specialize in guiding individuals and businesses through the intricate process of reporting foreign financial assets. Our comprehensive service ensures accurate identification, assessment, and reporting of all relevant assets, minimizing the risk of penalties and ensuring compliance with IRS regulations. From understanding reporting thresholds to navigating form requirements, we provide tailored solutions to meet your specific needs. Trust us for expert guidance and peace of mind in foreign financial asset reporting.

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Streamline foreign financial asset reporting with expert services, ensuring accuracy, compliance, and peace of mind

Streamlined Filing Compliance Procedures

Our Streamlined Filing Compliance Procedures service provides a streamlined approach for taxpayers who need to file amended or delinquent tax returns related to foreign financial assets. Designed for individuals and estates, our service ensures compliance with IRS requirements, resolving tax and penalty obligations for non-willful conduct. We extend eligibility to U.S. taxpayers residing in the United States, eliminating previous tax thresholds and risk assessment processes. Trust us to guide you through the streamlined procedures efficiently and effectively.

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Simplify delinquent or amended tax returns with our Streamlined Filing Compliance services, designed for efficient resolution of tax obligations

U.S. Outbound IRS Audit Representation

When confronted with an IRS tax audit related to your international affairs, navigating the intricate web of global tax regulations can feel overwhelming. This is where professional representation becomes indispensable. Our seasoned experts bring extensive expertise in cross-border tax legislation, offering invaluable guidance throughout the audit proceedings. From gathering the necessary documentation to representing you in meetings with tax authorities, we craft a strategic tax defense to safeguard your interests at every turn.

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Advisor with umbrella navigate complex IRS audits related to international affairs with expert representation, safeguarding your interests with strategic tax defense.

 15 Most Common IRS Tax Forms Related to U.S. Outbound Tax Compliance

 

  1. Form 1040-NR: U.S. Nonresident Alien Income Tax Return. Nonresident aliens who have U.S. income or are engaged in a U.S. trade or business file this form.

  2. Form 1042-S: Foreign Person's U.S. Source Income Subject to Withholding

  3. Form 1120-F is the U.S. Income Tax Return of a Foreign Corporation. It is used by foreign corporations that are engaged in a trade or business within the United States

  4. Form 5472: Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business. Required for reporting transactions between foreign-owned U.S. corporations and their foreign owners or related parties.

  5. Form 8833: Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b). Used to disclose treaty-based return positions.

  6. Form 8832: Entity Classification Election. Used by eligible entities to elect their classification for federal tax purposes.

  7. Form 8825: Rental Real Estate Income and Expenses of a Partnership or an S Corporation. Partnerships and S corporations use this form to report rental income and expenses from real estate holdings.

  8. Form 8840: Filed by individuals who are considered "closer connection" to a foreign country than to the United States for purposes of determining their residency status.

  9. Form 4562: Depreciation and Amortization. Investors use this form to claim depreciation deductions on their real estate assets over their useful lives.

  10. Form 4797: Sales of Business Property. Used to report gains or losses from the sale of real estate held for investment or used in a trade or business.

  11. Form 8288: U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests. Foreign investors selling U.S. real property interests are subject to withholding tax, and this form is used to report and remit the withholding amount to the IRS.

  12. Form W-9: Request for Taxpayer Identification Number and Certification. Used to request the taxpayer identification number (TIN) of a U.S. person.

  13. Form W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals). Used by non-U.S. individuals to claim treaty benefits or establish foreign status for tax withholding purposes.

  14. Form W-8BEN-E: Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities). Similar to W-8BEN but for entities.

  15. Form 1040-C: U.S. Departing Alien Income Tax Returns

     

Efficient Outbound Tax Services for Your International Expansion

Partner with us today to streamline your international tax strategy!

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