International


Globalization is causing more and more companies to deliver products and services to all parts of the world at a rapid pace. This presents exciting opportunities for today’s growing businesses and an increased need for international accounting and tax services. Organizations with international expansion plans or operations can greatly benefit from careful planning and structuring. Windes can provide knowledgeable international tax accounting and consulting services to your expanding businesses.

While most businesses actively engage in reducing domestic taxes, many devote far fewer resources to minimizing international taxes. Windes’ experienced international tax accountants and consultants can help you navigate the complex global tax implications, potentially reducing your international tax burden. Through our affiliation with Baker Tilly International, we have access to the necessary resources in over 140 countries, allowing us to provide local expertise. Our international tax accountants and consultants understand the complex tax issues facing global operations and can help you develop the tax strategies you need to succeed.

Windes offers a broad range of international tax services for foreign businesses and investors coming into U.S. and U.S. businesses or investors going overseas.

When a foreign business or investor expands its operations or invests in the U.S, thorough and comprehensive planning is critical, especially in the initial creation of the US operation. This generally involves consideration of complex U.S. tax laws and reporting requirements. Windes has extensive experience in advising foreign investors and business owners in all tax aspects of their U.S. investment or business activities. We carefully analyze each client’s situation and coordinate with their local tax advisors to create the most tax efficient strategy and structure to minimize their global effective tax rate. We can assist you with

  • choosing the optimal entity structure for U.S. businesses or investments;
  • pre-residency tax planning and inbound transaction planning;
  • cross-border transactions;
  • permanent establishment consultation/planning;
  • U.S. federal and state income tax return preparation for corporations, individuals, and trusts;
  • U.S. estate tax planning for foreign investors with U.S. based assets;
  • pre-immigration U.S. income and estate tax planning and consulting;
  • cross-border families’ U.S. income tax and estate tax planning and consulting;
  • U.S. estate, trust, and gift tax compliance and planning;
  • income, sales and payroll tax compliance for businesses operating in the U.S.;
  • international provision (FAS 109) work;
  • custom duties and other tariff compliance and planning;
  • global tax planning for intellectual property;
  • comprehensive office solutions / “back office” services for foreign companies entering U.S.;
  • assistance with multinational branch profits tax;
  • transfer pricing planning and documentation;
  • annual withholding tax return for U.S. source income of foreign persons;
  • foreign person’s U.S. source income subject to withholding;
  • individual taxpayer identification number (ITIN) issuance;
  • FIRPTA – Application for withholding certificate for dispositions by foreign persons of U.S. real estate property;
  • information return for a foreign-owned U.S. Corporation or a foreign corporation engaged in a U.S. trade;
  • annual return for partnership withholding tax;
  • application for United States residency certification;
  • applicability of tax treaty provisions; and
  • repatriation planning and reporting.

When U.S. businesses expand overseas, they can be faced with the complexities of multi-jurisdictional taxation. In order to remain competitive and in compliance with the local tax laws, the tax implications of their business and investment strategies in each jurisdiction where they plan to invest or conduct business needs to be carefully examined and reviewed. Our dedicated international tax service team can help you with

  • choosing the optimal entity structure for foreign businesses or investments from a U.S. tax perspective;
  • U.S. tax deferral planning by using the most tax efficient type of structure;
  • IC-DISC consulting and accounting;
  • cross-border transactions;
  • permanent establishment consultation/planning;
  • U.S. federal and state income tax return preparation for corporations, individuals and trusts;
  • foreign tax credit planning and consulting;
  • international provision (FAS 109) work;
  • Subpart F income and Global Intangible Low-Taxed Income (GILTI) planning;
  • global VAT, custom duties, and other tariff compliance and planning;
  • global tax planning for intellectual property;
  • transfer pricing planning and documentation;
  • income sourcing and allocation and apportionment of expenses;
  • optimization of gains and losses from foreign currency transactions;
  • assistance in the acquisition and/or sale of foreign businesses;
  • information return of U.S. taxpayer with respect to certain foreign corporations; partnerships or disregarded entities;
  • FATCA – Filing of mandatory statement of specified foreign financial assets;
  • FBAR – Report of Foreign Bank and Financial Accounts;
  • initial and annual expatriation statements;
  • assistance with IRS “amnesty” programs;
  • applicability of tax treaty provisions; and
  • repatriation planning and reporting.

We assist our clients in meeting all reporting requirements under FATCA. Our services include:

  • Prepare Forms W-8 and Self Certificates
  • Foreign Bank Account Reporting Form (FBAR), as well as the assistance in complying with the U.S. IRS (Internal Revenue Service) streamlined procedures for non-filers
  • Foreign Financial Asset Disclosures
  • Residency Certification
  • Entity Classification Election

Windes China Tax Service

Our China Tax Service Team provides support for companies considering entering into the U.S. market or vice versa. Our team can help you implement the most tax efficient structure, identify best-suit tax strategies, and minimize potential risks. Our team consists of various bilingual professionals working closely with our affiliated member firm of Baker Tilly International China. In addition, our team members have extensive knowledge of tax and statutory requirements, as well as a breadth of experience and understanding of both countries’ cultures, which helps clients with their global business planning.

Our services for China and U.S. cross-border businesses and investors include

  • establishing the most tax efficient cross-border business structure;
  • advising transfer pricing regulations and requirements in the U.S. and China;
  • planning for real estate investments in the U.S. and China;
  • providing federal, state, and local tax compliance services in the U.S. and China; and
  • assisting merger and acquisition or joint venture transactions in the U.S. and China.

For more information, please contact:

Sean K. McFerson, CPA, MBT
Bella P. Wang, CPA, MST, CGMA
Jenny Rong, CPA, MBT
Fei Zhao, CPA, MST, TEP

The U.S. has continuously been a very attractive market for many foreign businesses, including companies and investors in China. With the constantly changing economic environment and the complexity of tax laws in the U.S., it is very important for Chinese business owners to understand the basics of the U.S. tax system, so that effective structure and planning can be implemented. Windes’ China Tax Services Team has extensive experience helping Chinese investors and business owners develop cross-border tax planning strategies that meet their business needs while maintaining a competitive efficient global tax rate. The strategies include advising on moving funds into the U.S. in the most tax-efficient manner, reducing tax costs on investment exit, establishing a tax-effective structure when identifying acquisition opportunities, and financing business debt efficiently with maximum tax savings. We help clients to position themselves for global success in their specific industries.

Being one of the fastest growing countries economically and financially, with the largest population in the world, many U.S. companies are also considering expanding their existing operations into China. Due to significantly different government systems in China, it is even more important for U.S. investors to understand the requirements there during the planning stage. Even after the business is established in China, U.S. owners should still continue to closely monitor the regulations in cross-border transactions to remain in compliance and stay competitive with the lowest tax costs globally. Windes’ China Tax Services Team works closely with our Baker Tilly affiliate in China to develop international tax-optimization structures and efficient local tax compliance procedures. We have the experience, talent, and resources to help clients navigate the tax and business landscape to identify and pursue opportunities and minimize potential risk.

WINDES 中国税务服务团队

为中美跨境企业和投资者创造更多的价值和商机;
我们专心聆听客户需求,与客户紧密沟通,充满自信地引领我们的客户走向成功!

无论您是进入美国市场的中国企业,还是开拓中国市场的美国企业,WINDES中国税务服务团队都将为您提供顶尖的专业服务助您成功。自1926年成立至今,我们一直是客户最信赖的业务伙伴,连续赢得美国南加州地区最受人尊敬及最对社会负责的会计师事务所之一的美誉。

我们的专业团队不但拥有广博的美国税法和国际税法专业知识,而且还具有丰富的实战经验。同时,我们的团队成员能够流利地以普通话和粤语进行沟通,对中美两国文化也有着深度了解。我们有足够的专业能力来协助客户进行全球性业务的税务规划。

进入美国市场

进入中国市场

美国的税法不但与中国的截然不同,并且错综复杂,为来美经商的中国企业和投资者带来了巨大的挑战。 我们的中国税务服务团队具备资深的税收与法规知识以及实战经验, 用最适合的节税架构,为众多中国企业和投资者量身定制最有效的全球税务策略,防范潜在的税务风险,并顺利达到符合美国税法规范的要求。

无论您在美国的业务处于哪个发展阶段,都能够从我们的服务获益。我们的团队凭着丰富的本地及国际税务经验,秉着坚持诚信和客观的态度,从客户的角度出发,充满热诚地为您提供以下服务(但不仅限于):

为企业

*筹划以最节税的方式将资金转移到美国

*协助新来美的企业在美国立足(包括注册公司和银行开户等)

*咨询符合中美税法要求的全球转让定价

*设定最有效的中美并购和债务融资的税务架构

*提供符合美国要求的会计,审计,和记账服务

*筹划非美国居民在美国的房地产买卖和租赁相关的最佳节税架构

*协助合规与申报企业的美国联邦,州级和地级税

*降低退出美国市场时的税收成本

为企业家和投资者个人:

*咨询移民美国前的个人所得税和遗产税规划

*协助合规与申报美籍人士,绿卡持有者,和非移民的美国个人所得税

*筹划国际家族信托和遗产税最佳节税架构

中国作为全球经济增长的重要组成部分,始终吸引着很多美国投资者到中国扩展业务。中美政治体制和税法政策截然不同。随着现今全球经济环境瞬息万变,中美法律法规也不断与时俱进。 因此对美国企业家和投资者来说,尽早并实时了解中国政治和经济制度尤为重要。即使已在中国开始了业务,美国企业和投资者仍应继续密切关注中美跨境贸易税法上的规定,以保证可以合规纳税并合理减税及免税来取得在国际商业竞争中的得胜。

我们与全球第八大国际会计和商业服务网络的“博太国际”联盟。通过与“博太国际”在中国的联盟成员–“天职国际会计师事务所“的携手合作,我们为众多客户建立了有效的国际税收高优化架构和优质的本地合规纳税程序,并提供防范潜在的税务风险规划,从而实现企业利益最大化。我们以丰富的经验,专业的人才和深厚的当地资源协助美国跨境企业和投资者在开拓中国市场新环境中游刃有余,快速立足与发展。

为企业

*筹划中美跨境企业最佳节税架构设置

*协助新来华的企业在中国立足(包括注册公司和银行开户等)

*咨询符合中美税法要求的全球转让定价

*设定最有效的中美并购和债务融资的税务架构

*提供符合中国要求的会计,审计,和记账服务

*筹划非中国居民在中国的房地产买卖和租赁相关的最佳节税架构

*协助合规与申报企业的中国国家, 省,市和地级税

*降低退出中国市场时的税收成本

联系我们:

王珮力, 美国注册会计师, 税务学硕士, 特许全球管理会计师

Jenny 荣, 美国注册会计师, 税务学硕士

赵斐, 美国注册会计师,税务学硕士

WINDES注册会计师事务所总部设立于美国加州的长滩,并在尔湾和洛杉矶市中心设有办事处,是加州最大的区域会计师事务所之一。我们的服务以热诚信实, 便捷即时,具备卓越的知识和实战经验而闻名。我们的服务网络覆盖全球140多个国家,帮助您即时追溯全球市场趋势,自如应对激烈竞争中的各种挑战,实现全球税务目标,赢得企业全球化的发展成功。

If you are expanding internationally or need assistance with international tax planning, Windes has the international expertise you need to succeed.

For more information, please contact:

Sean K. McFerson, CPA, MBT
Robin K. Massingale, CPA, MST
Bella P. Wang, CPA, MST, CGMA