Tax Return Preparation

We have been preparing tax returns for expats for 30 years. Our team is knowledgeable in just about every aspect of this tedious but necessary process. We prepare returns for France as well as the U.S., and our long experience in this field enables us to anticipate and avoid problem areas and advise on nuances that have tax-saving impact. Our quality service is evidenced by the large number of former expats who have moved back to the U.S. but continue to use our services.

• US and French Income Tax Returns
• French Wealth Tax (ISF)
• Estate and Inheritance Tax
• Trust Tax Returns
• Corporate and Other Entities
• Non-Resident (US and French) Tax Returns
• Tax Audits (US and French)

U.S. and French income tax returns

• We prepare U.S. individual income tax returns.
• We prepare French individual income tax returns.
• We prepare tax returns for all states in the U.S.
• We prepare U.S. corporate tax returns.
• We prepare U.S. trust and estate income tax returns.
• We prepare U.S. estate tax returns.
• We prepare U.S. gift tax returns.
• We prepare U.S. nonresident alien income, estate and gift tax returns.
• We assist non-filers (U.S. or France) to ease back into the tax system.
• We coordinate with French Notaires who prepare French estate and gift tax returns.

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French Wealth Tax

• We establish whether you are subject to the French wealth tax.
• We advise how the U.S.-France income tax treaty exempts Americans from the wealth tax for five years or more and how the exemption period can be renewed.
• We identify specific assets that may be exempt from the ISF under French local law.
• We prepare the annual wealth tax return.
• We help you to respond to inquiries or audits concerning the ISF.
• We advise how the French wealth tax may be deductible for U.S. income tax purposes.

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Estate and Inheritance Tax Returns

• We prepare the U.S. estate tax return (Form 706).
• We prepare the U.S. estate tax returns for non-resident aliens (Form 706NA)
• We work with foreign-based executors in the administration and wrapping up of estates.
• We explain the impact of the French inheritance laws to heirs and their foreign advisors.
• We coordinate the marshalling of assets in France and abroad.
• We work with local Notaires.
• We monitor the work of the Notaire and keep foreign-based heirs current.
• We help obtain valuations of property.
• We obtain official certification of French inheritance taxes paid (in order to establish the U.S. foreign tax credit).

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Trust Tax Returns

• We prepare U.S. trust tax returns
• We advise on how U.S. trust income is taxed in France.
• We work with trustees to structure asset holdings in order to minimize French income tax.

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Corporate and other entity tax returns

• We prepare U.S. tax returns for C-Corps, S-Corps, LLCs, partnerships, trusts and estates.
• We do not prepare French corporate returns, but assist our clients to identify a qualified French accountant for this work, and if necessary, act as liaison.

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Non-resident returns (U.S. and French)

• We prepare non-resident French income returns for individuals living outside France who have French taxable income, such as rental income or business-related income
• We assist the Notaire in the preparation of a non-resident French succession tax returns with respect to French-based real estate.
• We prepare non-resident alien U.S. income returns for non-U.S. citizen individuals living outside the U.S.
• We prepare non-resident alien U.S. estate tax returns (Form 706NA

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U.S. and French tax audits

• We represent clients in all phases of U.S. and French income tax, estate tax and wealth tax audits of individuals.
• We represent clients in U.S. corporate income tax audits.
• We represent clients in U.S. trust and estate tax audits.
• We represent clients or work with other advisors before the administrative courts of France and the U.S.

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