TAX PLANNING AND COMPLIANCE

Business - Personal - Estate - State - Fiduciary - International

Garcia & Ortiz provides comprehensive tax planning for businesses and individuals. Tax preparation includes federal and state corporate, partnership, estate and trust, not-for-profit, benefit plans and individual income tax returns.

We have extensive experience guiding clients through proper planning. Application of current laws and trends to take advantage of current developments. Expertise in helping clients in the selection of the type of entity, tax treatment, and ability to give guidelines with advantages and disadvantages of each of the choices.

International Services

We have extensive experience with all aspects of domestic and international tax planning for foreign investors in United States businesses and U.S. owned companies doing business in other countries. We are able to provide direct assistance in countries outside the United States that a company has operations.  Extensive experience with compliance work associated with IRS Offshore Voluntary Disclosure Program (OVDI).

Tax Compliance Services:

Controlled Foreign Corporations U.S. Reporting Requirements
U.S. Income Tax Withholding Planning and Compliance
Tax Planning for Nonresident Aliens - Foreign Partnerships - Foreign Corporations
Offshore Voluntary Disclosure Initiative Tax Compliance

Estate Tax Planning

U.S. Citizens - Resident Aliens