U.S. Federal and State Tax Compliance Services

The U.S. requires worldwide asset/income reporting, so dual nationals who are U.S. tax residents often need to file multiple types of forms (e.g., Forms 1040, 1099, 8938). In particular, for those with Taiwan-sourced salary income, it is common to be unsure where and how to report items such as labor and health insurance contributions under Taiwan’s system in a compliant manner.

Failure to meet U.S. filing obligations, or filing incorrectly, may result in higher tax liabilities and/or late-filing penalties.

With years of experience, Joy Yang assists clients in preparing and filing a wide range of U.S. tax forms. Unlike many peers, Joy Yang insists that each client’s tax return is prepared and completed directly by a U.S. CPA. To help avoid double taxation between Taiwan and the U.S. Joy Yang also reviews each client’s circumstances to identify applicable credits and is pleased to have helped many clients reduce their overall tax burden.

Joy Yang also serves clients who, due to personal needs, must file delinquent returns for the past seven years. U.S. tax residents who have not met their filing obligations for many years are not uncommon. Joy Yang provides back-filing services and prepares an individualized Streamlined submission (Streamlined Filing Compliance Procedures) for submission to the U.S. federal government to explain the reasons for prior noncompliance—fully supporting clients’ needs and aiming to achieve the lowest possible tax cost.