New Immigrants
Tax planning and compliance support for individuals and families moving to the United States.
A move to the United States brings important tax questions alongside personal and business decisions. Lan & Song CPAs helps you review your circumstances, understand potential filing obligations, and plan for your first U.S. tax year and beyond.
How We Can Help
Tax Residency & First-Year Filing
Review your arrival dates, travel history, and residency circumstances to help determine the filing approach appropriate to your situation.
Worldwide Income & Cross-Border Planning
Discuss the U.S. tax treatment of income from overseas employment, investments, rental property, and business interests, including relevant foreign tax considerations.
Foreign Accounts & Financial Assets
Review potential foreign account and asset reporting obligations, including FBAR and Form 8938 where applicable. These are separate reporting requirements and depend on your individual circumstances.
Pre-Arrival & Ongoing Tax Planning
Plan for the tax implications of your move, organize supporting records, and coordinate ongoing tax preparation and planning as your needs change.
Preparing for Your Consultation
Helpful records may include your arrival and travel dates, prior tax returns, sources of U.S. and overseas income, and a summary of foreign accounts, investments, and business interests. Our team will help identify the information relevant to your circumstances.
Discuss Your Next Steps
Contact Lan & Song CPAs to discuss your move and the tax planning and compliance support you need.
Related services: International Tax Services | Tax Resources