Lynn D Boster, CPA APC helps you with U.S. Tax Services for Global People.
The process is dynamic and requires involvement and collaboration — between Lynn as your tax advisor and you as the individual running your own life and projects, creating your own legacy, and building your own wealth. Tax compliance isn’t something that happens to you; it’s something you actively participate in, and that partnership is what makes the process work. Request your initial consultation by clicking HERE.
We provide insight to help you understand and restore peace of mind when U.S. tax matters become more than a simple tax return.
Preparing U.S. Tax Returns – Whether you’re catching up on past years or filing on time, the process can feel daunting, especially when you’re managing it from overseas. We help you work through it step by step. Depending on where you live and your tax status, you may also have state income tax returns to file, and we prepare those for you as well, so nothing falls through the cracks.
Responding to U.S. Tax Notices – We help you answer and resolve these notices when they arrive. Currently there is an uptick in U.S. federal and state tax notices related to follow-up items and refunds, and letting them sit unanswered rarely makes them go away. The best approach is proactive communication with the tax authorities, along with maintaining an online account for both federal and state tax purposes — we can help you set both of these up.
Foreign Bank Account Reporting – FBAR & FATCA – We help you prepare and file FBAR forms if you meet the reporting thresholds. There are complex rules governing “financial interest” and “signatory authority” that trip up even careful filers, and we help you understand exactly where you stand and what’s required of you.
Citizenship and Expatriation – We work closely with you to complete the U.S. compliance requirements whether you’ve already made the hard decision to turn in your green card, or you’re still weighing that decision. Either way, the tax implications are significant, and we help you think through them clearly.
Consulting and Strategic Advice is the backbone of our tax practice. Ideally we think things through and life is perfect, but for real, life happens and there are times we need to look at things differently. Asking for help is the first step in turning things around. We can help navigate the U.S. tax issues wherever you are on your life’s timeline and your personal journey.
Request a consultation and let’s find out together.
Schedule a Meeting: https://calendly.com/lynn-ldb/30min
Filing for a deceased parent, spouse, partner or friend involves many steps which we walk through with you. No one is really prepared for this and there you are, the person doing this. We can help with this daunting important responsibility.
Accounting for Individuals and Small businesses for U.S. tax readiness and reaching both personal and business goals. There is so much we can do with help.