Strategies for Immigrants
Accounting Strategies for Immigrants
Application for an Individual Taxpayer Identification Number (ITIN)
If you need to file income tax returns or open bank accounts to purchase real estate or register your child(ren) with the schools, we can assist you to prepare your returns and at the same time help fill out and review your ITIN applications.
Preparation and filing of income tax returns
During the years you have income from your native country and here or any other countries, you might benefit from tax treaties, if any, for the taxes you paid overseas. We can help you research and ensure you take all the deductions you are entitled to.
Purchase of residential/investment properties, and management of investment properties
As a referral agent for residential real estate, we can help select an experienced and capable local real estate agent to help with your purchase of a new home in the United States. If you need to travel between countries, we can also help manage your properties with reasonable fees.
Some also purchase investment properties to accumulate wealth or supplement income. We would be able to help in this endeavor as well.
Additionally, once you are settled and wish to purchase a larger property, we can suggest property tax-saving strategies to minimize the tax burden.
Education strategies for children
(including selection of schools and process for school applications)
When you first arrive in the States, if you need help selecting a local private grammar, middle, or high school, we are able to offer some feedback and help set up meetings for you to visit the schools.
If you need help contacting colleges or universities or would like to gain an understanding of the college application process, I, as an MBA graduate, can help you with the application process.
