Helm Advisors

For individuals

  • Preparation of annual individual tax returns (Form 1040) for U.S. persons
  • Preparation of annual individual tax returns (Form 1040NR) for non-U.S. persons with U.S. source income
  • Preparation of States tax returns for U.S and non-U.S. persons
  •  Preparation of annual Report Foreign Bank and Financial Accounts (FinCen Form 114 or FBAR) ….Read More
  • Preparation Form s reporting Gifts/Donations (Form 709, Form 3520)
  • Tax planification of relocation to or from the U.S.A.
  • Advice on planification and establishing of U.S. and non-U.S. Trusts
  •  Assistance and preparation of U.S. and non-U.S. Trust tax Forms (Form 1041, Form 3520-A, Form 3520)
  • Assistance with any inheritance issues and preparation of tax Forms relating to inheritance (Form 706 and Form 706-NA)
  • Any type of cross-border tax planning, analysis and structuring
  • Help and preparation of tax documents for any type of U.S or non-U.S. company or partnership partially or fully owned by individuals (Form 5471)
  • Assistance with regards to Form W-9 and W-8BEN
  • Assistance with preparation and applying (Form W-7) for an IRS Individual Taxpayer Identification Number (ITIN)
  • Assistance with application for a U.S. Social Security Number (From SS-5 and SS-5-FS)
  • Assistance with U.S. citizenship renunciation and calculation of U.S. Exit Tax
  • Assistance and advice with regards to U.S. Green Card abandonment
  •  Calculation of U.S. exit tax for long term Green Card Holders and U.S. citizens wishing to renounce
  • Assistance with planification and all side of U.S. citizenship renunciation aspects
  • Preparation of U.S. citizenship renunciation tax Forms (Form 8854)
  • Assistance with identification and reporting of Passive Foreign Investment Companies (PFIC) and Form 8621
  • Assistance and application for an Employer Identification Number (EIN) Form SS-4 for companies and Estates of Deceased U.S. persons
  • Preparation of Form 8938, Statement of Specified Foreign Financial Assets
  • Preparation of U.S. tax Forms for U.S. and non-U.S. real estate income and any rental income (Form 8825)

For Fiduciaries

  • Assistance and preparation of U.S. and non-U.S. Trust tax Forms(Form 1041, Form 3520-A)
  • Calculations of yearly income for non-U.S. Trust (UNI/DNI)
  • Preparations of Foreign Non Grantor Trust Beneficiary Statements (FNGTBS)
  • Preparations of U.S. statements for Beneficiaries of non-U.S Grantor Trusts ….Read More
  • Planification and solutions for Undistributed Income in non-U.S. Trusts
  • Help and preparation of tax documents for any type of U.S or non-U.S. company partially or fully owned by individuals, Trust or other entity (as for example Form 1065, 5472, 1120 or 1120-F)
  • Assistance with regards to preparation of Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting Entities (Form W-8BENE)

For Estates/Inheritance

  • Preparation of U.S. Estate income tax Forms to report the income of a deceased U.S. person until the inheritance has been settled (Form 1041)
  • Preparation of U.S. Estate tax return (Form 706) for U.S. deceased persons (U.S. Estates)
  • Preparation U.S. tax Forms for non-U.S. persons with U.S. stock or assets in the USA in need for a transfer certificate (Form 706-NA)….Read More
  • Assistance and application for an Employer Identification Number (EIN) Form SS-4 Estates of Deceased U.S. persons

For Companies

  • Set up of Bookkeeping
  • Automatization of Bookkeeping solutions
  • Preparation of annual tax Form s
  • Preparation of documents reporting annual results (U.S. balance sheets and P&L Statements)
  • Preparation of U.S. corporate tax returns (Form 1065, 1120, 1120-S) ….Read More
  • Assistance and advice for starting and setting up us companies
  • Assistance with payrolls and preparation of Form W-2
  • Help and preparation of tax documents for any type of U.S or non-U.S. company or partnership partially or fully owned by individuals (Form 5471, 8865)