Mertz-International Limited focuses exclusively on the American Expatriate for tax planning and preparation. The owner is a CPA, eMBA from California and has been an expatriate himself since 1997. At Mertz-International Limited, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
- Expatriate Tax Preparation
- Streamlined Offshore Filing Compliance
- Expatriate Tax Planning
- IRS Representation
- Entity Selection and Restructuring
- International Taxation
Mertz-International Limited will work closely with you to prepare your tax filings in a timely and correct fashion making sure you get personal service all the way during the process.
Expatriate Tax Planning
The successful move overseas from the USA does not come with a manual on how and what to do in all areas, especially Finance. The USA Expatriate has a completely different tax situation once they have moved outside the USA. It is very important that they retain a tax advisor who can “roll up their sleeves” with the Expatriate and make sure they take all deductions and exclusions and plan structurally properly so they legally minimize their tax liability. Mertz International Limited will work closely with you to get a plan in place to get all these items addressed.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Mertz-International Limited can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Whether you’re a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., Mertz-International, Limited can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by them.
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