Tax Compliance & Reporting

At Trelles & Associates CPAs and Advisors, we offer comprehensive tax compliance and reporting services, leveraging our extensive experience in the real estate sector and our expertise in assisting offshore investors in their pursuit of U.S. real estate.Our services include:

• Preparation of Tax Returns: Assist clients in preparing and filing various tax returns, including individual (Form 1040), corporate (Form 1120 & 1102-F), S corporation (Form 1120S), partnership (Form 1065), and non-resident alien (Form 1040NR) returns.

• Foreign Investment in Real Property Tax Act (FIRPTA) Compliance: Guide foreign investors through FIRPTA requirements, ensuring proper withholding and reporting on the acquisition and disposition of U.S. real property interests.

• International Tax Reporting: Assist with the preparation of the necessary international tax forms, such as Forms 5471, 5472, 8865, and 8858, to report foreign investments and ensure compliance with U.S. tax laws.

• Withholding Tax Management: Our team manages withholding tax obligations on U.S. source income for foreign investors, ensuring compliance with IRS regulations and optimizing tax treaty benefits.

At Trelles & Associates CPAs and Advisors, we provide a wide range of tax advisory and consulting services, drawing upon our extensive experience in the real estate sector and our specialized knowledge in assisting offshore investors with U.S. real estate investments. Our services include:

• Strategic Tax Planning: Provide tailored tax planning strategies to optimize tax positions, including entity structuring, transaction analysis, and utilization of tax credits and incentives. Implementation of the optimal use of the Portfolio Interest Exemption for non-US taxpayers.

• International Tax Consulting: Our team offers guidance on cross-border tax matters, including analysis of tax treaties, sourcing of income, and reporting of foreign bank accounts, as well as foreign corporations, partnerships, and trusts.

• Real Estate Tax Advisory: We specialize in advising on structuring and executing acquisitions, financing, and exit transactions, as well as offering transactional, general accounting, like-kind exchange planning under Section 1031, cost segregation studies, and depreciation strategies to optimize tax benefits along with comprehensive tax advice.

• Inbound Tax Planning: We offer tax planning services for foreign investors entering the U.S. market, advising on tax-efficient structures and strategies to manage and effectively minimize U.S. tax exposure

• Pre-Immigration Tax Planning: We provide guidance to individuals planning to immigrate to the U.S., helping them understand the tax implications and develop strategies to manage and minimize tax liabilities upon becoming U.S. tax residents.

Tax Advisory and Consulting Services

At Trelles & Associates CPAs and Advisors, we provide comprehensive accounting and business advisory services, with a particular emphasis on meticulous financial recording and reporting.Our offerings are designed to ensure accuracy, compliance, and strategic insight for your business operations.

• Financial Statement Preparation: We can assist with the preparation of detailed financial statements, including balance sheets, income statements, and cash flow statements, adhering to the latest accounting standards to provide a clear picture of your financial health.

• General Ledger Maintenance: Our team ensures that all financial transactions are accurately recorded in your general ledger, facilitating precise tracking of income, expenses, assets, and liabilities.

• Accounts Payable and Receivable Management: We can assist you in managing your payables and receivables efficiently, ensuring timely payments and collections to maintain optimal cash flow.

• Bank Reconciliation: Assist with regular reconciliation of your bank statements with your accounting records can be performed to identify discrepancies promptly and maintain financial integrity.

• Financial Analysis and Reporting: We work with you to conduct thorough financial analyses to provide insights into your business performance, assisting in identifying trends, opportunities, and areas for improvement.

• Budgeting and Forecasting: Our advisors assist in developing realistic budgets and financial forecasts, enabling informed decision-making and strategic planning.

  By leveraging our deep expertise in accounting and business advisory services, we aim to provide you with accurate financial information and strategic insights, empowering your organization to achieve its objectives with confidence.

Accounting and Business Advisory Services