" I was not aware that i had to disclose my India bank accounts and file a FBAR form every year. Also timely advice on how India mutual funds are taxed in US helped in planning"
Software Executive in Seattle, relocated from India to US
- Comprehensive awareness of US tax laws and retirement plans like 401k, IRA
- Understood how incomes are taxed in US and India. Minimize double taxation
- Built awareness of compliances and reporting around FBAR, FATCA
- Advisory on aligning investments in India with taxes and long term goals