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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.

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