Holistic wealth planning, cross-border tax strategy, and estate advisory for HNIs and dual-country residents.
Do you want to know how to manage your wealth effectively and get your tax planned? Are you a professional earning across borders and paying out your hard-earned money in taxes? Or are you planning to migrate between India and the USA and don't know the legalities involved?
You're at the right place. We at USAIndiaCFO are a team of qualified professionals — Chartered Accountants and Certified Public Accountants — who help you manage your wealth and save and plan your taxes in the best possible manner. We guide you through migration-related legal requirements such as obtaining tax numbers, filing your returns and claiming benefits.
We provide you with professional, secure and ethical services, all in one place.
What we take care of on the India side and on the US side.
For those in India — compliance, registrations, estate planning and tax.
For those in the USA — US tax filing, foreign-asset reporting and planning.
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A couple moved from the US to India mid-year, with multiple other nuances that required filing income tax in both countries. We handled the situation with our expertise, saved them from penalties and answered all their queries, which put them at ease.
An HNI client from the USA needed guidance on cross-border taxation and on the use of cryptocurrency and investments in India. His funds were earning simple interest in a bank account. We provided expert guidance and helped him structure and park his finances — later appreciated by the client, since his funds were properly utilised while also helping his tax planning.
An Indian resident went to the USA for work while still earning income from India, and had queries about double taxation. We structured his tax position and saved him from double taxation.
The tools behind the work, the checks around it and the way an engagement runs.
We use an approachable set of tools that helps us — and you — communicate easily and share what's needed with minimum iterations. We understand your need of the hour and, based on our expertise and experience, use software that eliminates meticulous errors and speeds up results through the required automation.
We at USAIndiaCFO are a proactive bunch of individuals who love what we do. If you are looking for a business relationship that takes you to the next level, we are just a click away. Let's get connected.
Answers to what families and individuals ask most; more on the FAQ page.
An ITIN is a nine-digit number that is issued by the Internal Revenue Service (IRS) and used for tax-reporting purposes. It is required for those who are required to have a U.S. tax identification number, but are not eligible to get a Social Security Number (SSN).
An ITIN can be requested by foreign nationals and other non-resident entities who are required to have a U.S. tax identification number. This includes individuals, estates, and trusts that have a valid taxpayer identification number from their home country, but are not eligible to receive an SSN.
Depending on whether you are applying as an individual, estate, or trust, the documents that you need in order to apply for your ITIN can vary. Generally, the documents that you need to provide include proof of foreign status, supporting identification documents and, if applicable, proof of U.S. filing status such as Form W-7, W-8, or W-9.
A Virtual CFO provides expert financial, tax, and compliance services without the cost of hiring a full-time CFO.
Let us discuss your requirements on a no-obligation discovery call, anytime as per your convenience.
