Compliances
under US Laws

In taxes, you always have a choice. Let us help you make the right one.

Are you ready to vanquish the world of taxes? Let Tax Experts be your personalised guide through this labyrinth of the U.S. tax system. Whether you are a lone wolf or a king, we’ve got your wallet! From income to corporate, payroll, and even excise taxes, we take care of your finances while boosting your financial efficiency.

Our elite services include everything from tax advisory to cross-border taxation, tax compliance, and even dispute resolution. We make you part of the solution, not the part of the problem.

Contact us Now! Let’s make your taxes your best friend!

Tax Advisory

Navigating the intricate landscape of U.S. tax laws can be a daunting task for individuals and businesses alike. With a multitude of regulations, constant changes in legislation, and varying state laws, expert guidance is essential for ensuring compliance and maximising tax efficiency. At Tax Experts, we provide comprehensive tax advisory services tailored to meet the diverse needs of our clients.

Understanding U.S. Taxation

The U.S. tax system is complex, involving federal, state, and local taxes. Key components include income, corporate, payroll, and excise taxes, each with unique rules, making it vital for individuals and businesses to understand their obligations.

Our team at Tax Experts possesses in-depth knowledge of U.S. tax laws and regulations. We stay abreast of the latest changes in legislation, enabling us to provide timely and relevant advice. Whether you’re an expatriate, a resident, or a foreign entity operating in the U.S., our expertise ensures that you remain compliant while effectively managing your tax liabilities.

Comprehensive Tax Advisory Services

  • Individual Tax Advisory: Personalized guidance on income tax planning, deductions, credits, and estate planning to maximize tax-saving opportunities.
  • Corporate Tax Advisory: Tailored solutions for compliance, structuring, M&A, and international taxation to minimize tax exposure and align with business goals.
  • Cross-Border Taxation: Expert assistance with international tax laws, foreign income reporting, tax treaties, and withholding obligations to ensure compliance.
  • Tax Compliance & Reporting: Accurate filings, record-keeping, and timely compliance to avoid penalties and audits.
  • Tax Dispute Resolution: Representation and support during audits or disputes to protect your rights and achieve a smooth resolution.

Proactive Tax Planning

At Tax Experts, we believe that proactive tax planning is essential for maximising financial outcomes. By working closely with our clients, we develop tailored strategies that align with their unique financial situations. Our holistic approach considers both short-term needs and long-term goals, ensuring our clients are well-prepared for the future.

Tax Returns

Filing tax returns in the United States can be a daunting process for many individuals and businesses. Understanding the intricacies of the tax system, including deadlines, necessary documentation, and potential deductions, is crucial for compliance and maximising potential refunds. Tax Experts provide tailored services to assist clients in navigating the complexities of tax filing in accordance with U.S. laws.

Understanding Tax Obligations

In the U.S., citizens and resident aliens are required to file tax returns if their income exceeds certain thresholds, which vary based on filing status, age, and type of income. Taxpayers must determine their filing status—whether single, married filing jointly, married filing separately, head of household, or qualifying widow(er)—as this significantly impacts tax rates and deductions.

For non-residents, the rules are different. Non-resident aliens must file a U.S. tax return if they have U.S. sourced income, which can include wages, dividends, or rental income. Understanding these obligations is vital to ensure compliance and avoid penalties.

Types Of Tax Returns

  • Form 1040: Standard tax return for individual U.S. citizens and residents, covering income, deductions, and credits.
  • Form 1040-NR: Tax return specifically for non-resident aliens, addressing unique filing requirements.
  • Form 1065: Used by partnerships to report income, deductions, and credits but not pay taxes directly.
  • Form 1120: Corporate tax return for reporting income and paying taxes at the corporate level.
  • Importance of Form Selection: Choosing the correct form ensures accurate reporting and compliance with IRS regulations.

Key Deadlines

Taxpayers should be aware of critical deadlines for filing their tax returns. The tax year in the U.S. runs from January 1 to December 31, with returns generally due on April 15 of the following year. If April 15 falls on a weekend or holiday, the deadline is extended to the next business day. Taxpayers can request an extension to file, typically until October 15, but this does not extend the time to pay any taxes owed.

Maximizing Deductions and Credits

One of the advantages of filing a tax return is the opportunity to claim various deductions and credits that can lower taxable income. Taxpayers should be aware of standard deductions versus itemized deductions, and Tax Experts can help determine which option is most beneficial. Credits such as the Earned Income Tax Credit (EITC) or Child Tax Credit can also significantly reduce tax liability.

Estate Tax Planning

Estate tax planning is a crucial aspect of financial management for individuals in the United States. With the complexities of tax laws and the potential implications for your heirs, understanding the nuances of estate tax planning can be invaluable. At Tax Experts  we are committed to helping you navigate the intricate landscape of estate taxes, ensuring your wealth is preserved for future generations.

What Is Estate Tax ?

Estate tax is a federal tax levied on the transfer of property upon an individual’s death. The tax is based on the total value of the deceased’s estate, which includes all assets such as real estate, investments, bank accounts, and personal property. The estate tax applies to estates that exceed a certain exemption limit, which is periodically adjusted for inflation. As of 2023, the exemption limit is $12.92 million per individual. This means that if the value of your estate is below this threshold, you will not be subject to federal estate taxes.

Key Estate Tax Planning Strategies

  • Annual Gift Exemption: Gift up to $17,000 per recipient annually (2023 limit) to reduce your taxable estate.
  • Establish Trusts: Use trusts, especially irrevocable ones, to manage asset distribution and minimize estate tax liability.
  • Charitable Donations: Lower your estate’s taxable value by contributing to qualified charities.
  • Life Insurance: Utilize tax-free death benefits to provide liquidity for covering estate taxes and expenses.
  • Regular Updates: Review and adjust your estate plan to align with changes in laws, assets, or family circumstances.

Working With Tax Experts

Our professionals provide personalized guidance to navigate estate tax planning, helping you make informed decisions and create a comprehensive plan aligned with your financial goals.

CA Dixit Jain

Tax Experts are Your Trusted Advisors, Headed by CA Dixit Jain, providing you with the best taxation and financial advisory services suitable to your individual needs across global markets.