The scope of requested services is always customizable to fit your specific needs and requirements – no two businesses are the same, and my goal is to be attentive to your unique priorities. By understanding your company’s business, I am committed to tailoring my approach to ensure the service is of value to you. This means not only providing advice that directly address your current challenges in isolation, but to see the bigger picture and to be a business partner that can evolve with you and recommend tax strategies that also work on a go-forward basis.
Selected services
Overview of US corporate taxes
Perhaps your have just started selling into the US or is about to launch. How does the US tax system work? What taxes do you need to consider and how do they work? What are the US tax consequences of your structure and transactions flow? Are there alternatives?
Obtain a customized summary report to help your organization make informed decisions with respect to your US tax compliance and strategy.
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US federal income tax assessment
It is important for non-US companies to understand whether/how their US sales may trigger any filing obligations with the Internal Revenue Services (IRS). Does your company have a US trade or business? A US permanent establishment? What are the implications?
Let me help you assess your non-US company’s US federal income tax status and guide you through the associated practical implications.
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US federal income tax compliance
Has a US company requested you to complete and provide Form W-9 or Form W-8BEN-E? Do you need to obtain a Employer Identification Number (EIN) from the IRS on Form SS-4? Perhaps you need to file a “treaty-based” return on Forms 1120-F and 8833? Or report payments out of the US on Form 1042? Let me help.
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US state income/business tax assessment
Chances are you sell into various states; hold inventory at 3PLs at several locations; or maybe utilize independent sales agents in the US. Does that mean you have to file/pay corporate income tax on state level? What type of tax and how much? Does the state provide treaty-protection?
Understand your US state corporate income/business tax footprint and what you should do to manage it.
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US state and local sales tax
Many have heard of the pivotal US Supreme Court case South Dakota v. Wayfair which dramatically altered the US sales tax landscape for non-US businesses by allowing states to mandate sales tax collection/reporting obligations on remote sellers without any US physical presence.
The US sales tax is America’s equivalent to VAT but there are important distinctions. Perhaps you need to obtain a “resale certificate” or assess sales tax on exports to the US.
Understand how US sales tax work; how it impacts your US sales/transactions; what your obligations are; and how you can manage it.
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Assess & manage historical sales tax risks
Do you worry your company may have sales tax risks related to historical sales? Are you planning an exit? Considering 45 states & Washington D.C., and 10,000+ local jurisdictions impose sales tax, it can be a struggle to get it perfectly right.
Many states are aware of the complexity and provide beneficial voluntary disclosure programs. Let me help you assess your historical risks, apply for voluntary disclosure agreements (VDA), get registered and set a plan for sales tax compliance prospectively.
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