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US tax planning and compliance can be complex and anxiety-inducing. Every business and investment is unique, which presents difficulties as well as opportunities.
Misunderstanding your tax obligations, piecing together a “strategy” based on free advice you find on the internet, or simply burying your head in the sand can cost you time, energy and potentially a lot of money.
I provide expert advice and complete legal and tax structuring solutions. Whether you’re in the planning stages or are already investing or operating overseas, I’ll help you navigate the complex US tax rules and get everything in order so you save time and money and avoid any unpleasant surprises.
From complex rules to ever-changing filing requirements, structuring and reporting your business properly can feel like a minefield for many expats and digital nomads.
I’ll give you absolute clarity on your tax situation and ensure you don’t pay any more tax than is absolutely required. I provide tailored year-round guidance and advice on tax-saving opportunities in addition to making sure your U.S. federal income tax return is prepared properly.Discover tax opportunities for expat entrepreneurs
Have questions about how US tax applies to you? You could spend several frustrating hours sifting through conflicting and unreliable information on the internet.
Or, in a 30- to 60-minute conversation, I can answer all your questions and set your mind at ease. Easily schedule a call using my online calendar system.Find out more
Offshore IRAs are benefit-rich when managed correctly, but these structures are complex and delicate from a US tax perspective—they must be handled with care by an international tax expert.
That's why I offer a complete planning, structuring and compliance solution that covers you from day one, allowing you to invest offshore without compromising the special tax status of your IRA.Find out more about Offshore IRA services
For non-US financial institutions, achieving FATCA compliance can be complicated—the rules are complex and evolving. Additionally, for certain types of offshore service providers, FATCA isn’t simply a compliance burden—it actually provides opportunities to expand your service offerings and better serve your clients.
Most US tax advisors approach FATCA only from the perspective of their US-based clients. My regular work with non-US financial institutions and offshore service providers gives me the unique insight and experience you need to help steer you through FATCA’s choppy waters.Get help with FATCA planning
"It was nice chatting with you on the phone. I apologize if I seemed frustrated but the government does not make this easy and I'm learning too many things in hindsight. I wish I would have had you as my attorney when we started, we would have set up things much differently."Cynthia G, offshore IRA investor
"I travel around the world and have an internet business. Last year Stewart set me up with a couple offshore corporations and told me exactly how to qualify for the FEIE and avoid self employment tax."Michael H, expat entrepreneur
"Stewart has been a god send! He helped me figure out how to set up my business properly to save money on taxes and has a wealth of information about foreign companies and bank accounts, exactly what I was looking for."Brittany W, internet marketer
U.S. Tax Services, P.O Box 2651 Belize City, Belize • Belize tel: (+501) 629-6007 • U.S. VOIP: (312) 675-8571 • Email: [email protected]