Individual Tax Services
Hock Tax Services offers comprehensive U.S. individual tax solutions for both American expats living abroad and newcomers establishing themselves in the United States. Whether navigating expat tax complexities, foreign income reporting, or getting settled with U.S. tax compliance for the first time, our team delivers expert, personalized guidance to keep every client compliant, protected, and optimized across borders.
US Expats Abroad
Living overseas as a U.S. citizen doesn’t have to mean tax headaches. Our expat tax specialists expertly handle your U.S. tax filings, informational reporting (including FBAR and FATCA), and international tax strategy—so you stay compliant, avoid double taxation, and make the most of exclusions, credits, and treaty benefits wherever you call home.
U.S. Expat Tax Return Preparation
Get peace of mind with precise, deadline-driven U.S. tax filings to ensure ongoing compliance. Benefit from international tax treaty expertise and careful strategy for excluding or crediting foreign income, so you don’t pay more than necessary and get the maximum benefits—wherever you earn or invest.
FBAR and FATCA Reporting
Stay compliant with U.S. foreign asset reporting requirements. We prepare and file FBAR (FinCEN 114) and FATCA (Form 8938), making sure your global bank accounts and investments are properly disclosed to avoid costly penalties.
State Tax Residency Consultations
Moving abroad doesn’t always mean breaking state ties. We advise on state domicile, residency, and ongoing filing requirements, helping you successfully end, reduce, or maintain required state tax filings based on your situation.
Voluntary Disclosure & Late Filer Relief
If you’ve missed a tax deadline or failed to file foreign asset reports, our team guides you through streamlined procedures for late filings and voluntary disclosure programs, reducing penalties and liabilities as you get back in good standing.
Ongoing Support for Globally Mobile Lifestyles
From year-round questions to new country transitions and changes in employment, we offer ongoing support and personalized planning for every stage of your international life.
Integrated Tax Solutions for Expat Business Owners
U.S. expats with ownership in foreign businesses face extra reporting and strategic challenges. We seamlessly integrate personal and business tax planning—helping you navigate controlled foreign corporation (CFC) rules, Subpart F income, GILTI (NCTI), and cross-border structures—so your business interests and personal filings work together for optimal compliance and tax efficiency.
Avoiding Investment Pitfalls
Avoid costly surprises with foreign investments. We provide clear guidance on Passive Foreign Investment Companies (PFICs), foreign mutual funds, and other non-U.S. accounts that can trigger punitive U.S. tax rules, helping you identify, report, and plan investments to minimize tax burdens and ensure compliance.
Newcomers to the U.S.
Starting a new chapter in the U.S. comes with plenty of change, paperwork, and new rules—but our cross-border team makes the transition easier from the moment you begin. We help you with critical first steps like registering for U.S. tax purposes and obtaining your ITIN, then guide you through understanding key American tax laws, reporting requirements, and how to transfer or disclose your foreign assets properly. You’ll get clear advice on establishing state residency, and strategic solutions for integrating foreign business interests, so you know exactly what’s required for compliance and can make smart moves for your financial future. Our goal is to make settling in and building success in the U.S. as smooth and confident as possible.
Guidance on Tax Residency Status
Clear advice on how residency is determined for tax purposes—including substantial presence and green card tests—so new arrivals understand when and how they become U.S. tax residents, and what it means for global income reporting.
U.S. Tax Filing for First-Time Residents
Expert help with your first U.S. federal and state tax returns, ensuring you understand residency rules, file the correct forms, and avoid costly mistakes as you transition to the U.S. tax system.
Reporting of Foreign Income & Assets
We walk newcomers through the rules for reporting foreign income, bank accounts, and investments—including FBAR and FATCA requirements—helping you stay compliant from day one in the U.S..