Our Services
U.S. Income Tax Compliance
We provide comprehensive U.S. tax preparation and compliance services to ensure you meet all IRS requirements accurately and on time.
- Tax Return Preparation – Accurate and timely preparation of federal and state income tax returns, tailored to your specific residency and income circumstances.
- FBAR (Foreign Bank Account Report) Filing – Compliance with mandatory reporting of foreign bank and financial accounts, helping you avoid costly penalties.
- Streamlined Filing Compliance Package – Assistance for taxpayers who need to become compliant with past-due tax returns and FBARs under the IRS Streamlined Program.
- Estimated Tax Calculations – Guidance on quarterly estimated tax payments to prevent underpayment penalties and manage your cash flow effectively.
- IRS Tax Notice Assistance – Professional support in reviewing, responding to, and resolving IRS notices or inquiries to safeguard your financial interests.
- Final Tax Return After Renunciation – Specialized preparation of your final dual-status or full-year return upon renouncing U.S. citizenship, ensuring a smooth and compliant exit process.
- With decades of expertise in expatriate and non-resident taxation, we ensure our clients meet all filing requirements while optimizing their tax position.
IRS Streamlined Filing Compliance Procedures
Our team offers end-to-end support, guiding you through every stage of the process:
- Assessment of prior-year obligations: We review your tax history to identify which returns and forms need to be filed.
- Preparation of past returns: We prepare accurate and complete prior-year tax returns in compliance with IRS requirements.
- Guided submission: We ensure that all filings are correctly submitted under the Streamlined Filing framework.
- Compliance guidance: We provide advice to help you maintain compliance going forward, reducing the risk of future issues.
- Peace of mind: Our goal is to simplify the process and help you confidently restore your good standing with the IRS.
Final U.S. Tax Return After Renunciation of Citizenship
While your legal status as a U.S. citizen ends with renunciation, your tax responsibilities do not automatically cease. Filing a Final U.S. Tax Return—along with the required Expatriation Statement (Form 8854)—is a crucial step in formally exiting the U.S. tax system.
At NexGen Tax Advisors, we guide clients through every aspect of this process, including:
- Final Dual-Status or Full-Year Tax Return Preparation – Determining the correct filing type and ensuring accurate reporting of income up to the date of renunciation.
- Expatriation Statement (Form 8854) Compliance – Completing and filing the required documentation to certify tax compliance and establish your official expatriation date.
- Exit Tax Evaluation – Assessing whether the U.S. exit tax applies based on your net worth, tax liability history, and asset holdings.
- IRS Compliance Review – Ensuring you are fully compliant with prior-year tax filings and FBARs to avoid complications during the expatriation process.
- Advisory for Future Planning – Providing guidance on how renunciation impacts your financial and tax obligations globally.
- Our expertise in non-resident and expatriation taxation ensures that your final filing is handled with precision, giving you peace of mind as you complete your transition out of the U.S. tax system.
Tax Consultation
We help clients navigate complex tax rules with confidence in scenarios such as:
- Moving Abroad – Understanding your ongoing U.S. tax responsibilities and how to stay compliant while optimizing tax benefits in your new country of residence.
- Renunciation of U.S. Citizenship – Renouncing U.S. citizenship is not only a permanent legal decision but also a highly complex tax event. Before initiating the process, it is critical to consult with a qualified tax professional to ensure you fully understand the implications and are prepared for the filing requirements that follow.
- Purchasing New Property – Evaluating the tax implications of buying real estate in the U.S. or abroad, including rental income, capital gains, and reporting requirements.
- Starting a New Business – Advising on entity structure, reporting obligations, and cross-border tax considerations for entrepreneurs and business owners.
- General Tax Queries – Providing expert answers to everyday tax questions, from deductions to credits, tailored to your personal or business needs.
- Our goal is to give you clear, actionable advice so you can make informed financial decisions and remain fully compliant with U.S. tax laws.
Tax Consultation Before Renunciation of U.S. Citizenship
Before initiating the process, it is critical to consult with a qualified tax professional to ensure you fully understand the implications and are prepared for the filing requirements that follow.
At NexGen Tax Advisors, we provide specialized pre-renunciation consultations that include:
- Exit Tax Evaluation – Assessing whether you may be subject to the U.S. exit tax based on your net worth, average annual tax liability, and past compliance history.
- Compliance Review – Ensuring that all prior-year tax returns, FBARs, and required disclosures are up to date, as non-compliance can create significant obstacles during expatriation.
- Final Filing Guidance – Explaining the process for preparing and filing your final U.S. tax return and the Expatriation Statement (Form 8854).
- Strategic Tax Planning – Identifying opportunities to minimize liabilities before renunciation, including the treatment of assets, investments, and retirement accounts.
- Personalized Advisory – Answering your questions and providing tailored recommendations based on your individual financial situation and long-term goals.
- By consulting with us before beginning the renunciation process, you can avoid unexpected tax burdens, reduce risks, and ensure a smooth and compliant transition out of the U.S. tax system.
Global Mobility
At NexGen Tax Advisors, we provide expert guidance to help both employers and globally mobile employees manage cross-border tax obligations with confidence. Our services include:
- Tax Equalization – Ensuring that employees on international assignments pay no more and no less tax than they would have in their home country, maintaining fairness and consistency.
- Pre-Assignment Planning – Evaluating the tax implications before an international assignment begins, including projected liabilities, reporting obligations, and potential treaty benefits.
- Post-Assignment Support – Reviewing tax consequences after an assignment concludes to ensure continued compliance and efficient tax outcomes.
- Tax Estimates & Projections – Providing clear estimates of tax liabilities during assignments so employees and businesses can budget accurately and avoid surprises.
- With deep expertise in expatriate taxation, we help minimize risks, control costs, and simplify tax compliance for global workforces.
Preparation Fees
At NexGen Tax Advisors, we believe that high-quality tax preparation and advisory services should be both accessible and affordable. Our pricing is competitive, transparent, and designed to provide exceptional value, ensuring you receive expert guidance without unnecessary costs.
We combine decades of specialized tax knowledge with a client-first approach, giving you the confidence that your tax matters are handled accurately and efficiently. Whether you need individual, expatriate, or business tax support, our goal is to deliver outstanding service at a fair price.
Contact us today to learn more about our fee structure or to schedule a consultation tailored to your needs.
Tax Forms And Services We Offer For You
We prepare and file IRS annual income tax returns for US citizens and foreign nationals who have US tax filing requirements. Our core tax preparation services and specialized services include:
US tax return and supporting forms for expats living abroad.
US tax return and supporting forms for foreign nationals in the US, including Non-Resident and Dual-Status Returns.
FBAR Forms (FinCEN).
FATCA (Form 8938).
Streamlined tax filing compliance process for taxpayers who mistakenly failed to file US income taxes and delinquent filers.
Final tax return and supporting forms for US citizens who are giving up their U.S. citizenship or long-term residency status.
US tax forms for part-year residents and non-resident foreign citizens.
Amended Returns.
Assistance with your Tax notices or letters from the filing authorities.
Consulting services: Future tax planning, tax implications on work/life changes such as moving abroad, retirement, etc.
Any other services related to US income taxes.
Preparation Fees
At NexGen Tax Advisors, we believe that high-quality tax preparation and advisory services should be both accessible and affordable. Our pricing is competitive, transparent, and designed to provide exceptional value, ensuring you receive expert guidance without unnecessary costs.
We combine decades of specialized tax knowledge with a client-first approach, giving you the confidence that your tax matters are handled accurately and efficiently. Whether you need individual, expatriate, or business tax support, our goal is to deliver outstanding service at a fair price.
Contact us today to learn more about our fee structure or to schedule a consultation tailored to your needs.