SOC certificate

Service Offered to US Investors

  • Computing & Filing 1065 Returns and issuance of K1
  • Computing PFIC Calculations and issuance of PFIC’s
  • Preparation of Form 8621 for US Investors as extension to PFIC
  • A shareholder must now file a separate Form 8621 for each PFIC in the chain of ownership. This change is effective as of December 28, 2016, which is the date TD 9806 was issued

  • Preparation of Expatriate Tax Returns for US GP’s
  • Filing Tax Returns for US Fund Partnerships