Marcus M.

A seasoned tax professional, and former IRS Auditor familiar with International Taxation, IRS resolution, and tax advisory. My tax experience predominantly includes helping individuals who reside abroad and business owners operating overseas: expats/digital nomads working abroad, U.S. corporations with foreign subsidiaries, non-residents, foreign investors, as well as dealing with foreign corporations, foreign partnerships, and reporting foreign financial assets. Extensive experience with the preparation of the following personal and business U.S. tax filings for Individuals, LLC’s, Partnerships, S-Corporations, C-Corporations (generally charge a flat fee based on complexity): - Form 1040 U.S. Individual - Form 1040NR (Non-Resident) - Form 1065 Partnership/LLC - Form 1120 C-Corporations - Form 1120 S-Corporations Furthreomre, inclusion of various international tax reporting forms: - Form 2555 - Foreign Earned Income Exclusion - Form 1116 - Foreign Tax Credit - Form 5471 - Controlled Foreign Corporations - FBAR - Report of Foreign Bank and Financial Accounts (FBAR) - Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons Further experience includes: • Ensure clients are meeting tax compliance obligations pertaining to deadlines, tax payments, and return filing. • Communicate with current clients for requests for documentation, planning, responding to inquiries, and the and tax effects of certain transactions. • Develop International Tax Structures for clients to plan the most efficient tax structure and compliance summary for their business. • Assist clients with annual tax planning for tax reduction/avoidance or deferral. • Consult with potential clients regarding tax compliance and resolution. • Help in resolving past tax compliance issues, as well as recommend streamlined filing compliance procedures for those who qualify.