Helm US Tax

Products

Helm US Tax

Products For Individuals

US tax compliance products: 

Preparation of annual individual tax returns for US Persons

(IRS Form  1040)

Preparation of annual individual tax returns for non-US Persons with US source income

(IRS Form  1040NR)

Preparation of States tax returns for US and non-US persons with US source income

(IRS Form  1040NR)

Preparation of annual reporting for foreign bank and financial accounts

(FinCen IRS Form  114 or FBAR) 

Assistance with any US inheritance issues and preparation of tax forms relating to inheritance

(IRS Form  706 and IRS Form  706-NA) 

Tax planning for relocation to or from the US

Advice on planning for settling US or non-US trusts

Assistance with preparation of US and non-US Trust tax forms

(IRS Form  1041, IRS Form  3520-A, IRS Form  3520) 

Assistance with preparing forms reporting a gift or donation

(IRS Form  709, IRS Form  3520) 

Assistance with cross-border tax planning/ analysis and structuring

Assistance and advice with regards to US Green Card abandonment

Assistance with regards to Form W-9 and Form W-8BEN

Assistance with preparing and applying for a form W-7: an IRS Individual Taxpayer Identification Number (TIN)

(IRS Form  706 and IRS Form  706-NA) 

Assistance with applying for a US Social Security Number: a form SS-5 or form SS-5-FS

Assistance with renunciation of US citizenship and calculation of US Exit Taxes

Preparation of Statement of Specified Foreign Financial Assets

(IRS Form  8938) 

Calculation of US exit tax for long term Green Card holders and US citizens wishing to renounce

Assistance with planning for US citizenship renunciation

Assistance with preparation of US tax forms for declaring US and non-US real estate rental income

(IRS Form  8825) 

Assistance with identification and reporting of Passive Foreign Investment Companies (PFIC's)

(IRS Form 8621)

Preparation of US citizenship renunciation forms

(IRS Form  8854)  

Assistance with preparation of tax documents for any type of US or non-US company or partnership partially or fully owned by individuals

(IRS Form  5471) 

Assistance with an application for an Employer Identification Number (EIN) for estates of deceased US persons

(IRS Form  SS-4)

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