US CPA.
Practising under
Licensure with the American Institute of CPAs (AICPA) and the relevant state board. US tax positions are signed by a licensed CPA.
US federal and state tax, US GAAP financial reporting, and the cross-border structuring questions that fall between an Indian CA and a US firm — handled by one practice.
Who this is for
- India-incorporated companies with US revenue or subsidiaries
- Founders on H-1B, L-1, or O-1 visas
- Dual-resident families with assets on both sides
- Indian holding-company structures with US operating subs
- Funds, GPs, and LPs in cross-border vehicles
Cross-border tax is a discipline of its own. An Indian CA who also fills in a US return, and a US CPA who has never read a Form 3CEB, will both miss what the other catches. The result tends to be visible only later — a disallowed deduction, an FBAR penalty, a corporate structure that no longer makes sense after the next round.
We do not split the file in two. The same principal reviews the Indian and US positions before either is filed.
- 01
Residency & nexus review
Substantial-presence test, treaty-tiebreaker analysis under the India–US DTAA, and state-nexus mapping. Filings are sequenced so that one position does not undercut another.
- 02
Federal & state filings
Individual (Form 1040, 1040-NR), corporate (1120, 1120-F), and pass-through (1065, 1120-S) returns. State filings as required, with apportionment workings retained for review.
- 03
Reporting compliance
FBAR (FinCEN 114), FATCA (Form 8938), Form 5471 for controlled foreign corporations, Form 8865 for foreign partnerships, and Form 8621 for PFICs.
- 04
GAAP financial reporting
US GAAP financial statements, GAAP/IFRS bridges where consolidation requires it, and ASC 740 income-tax provisions for entities that need them.
- 05
Structuring opinions
Written opinions on entity choice (LLC vs. C-corp vs. partnership), check-the-box elections, and how Indian and US tax interact on dividends, royalties, and stock-based compensation.
- Form 1040 / 1040-NR with all required schedules
- Form 1120, 1120-F, 1120-S, or 1065 with state filings
- FBAR (FinCEN 114) and Form 8938 (FATCA)
- Forms 5471, 8865, 8621 as applicable
- Estimated-tax workings and quarterly vouchers
- ASC 740 tax provision memo
- US GAAP financial statements (compilation basis)
- Cross-border structuring opinion (long-form, written)
Recurring compliance (annual returns, quarterly estimates, FBAR) is engaged on a fixed annual fee. Structuring and opinion work is quoted separately and is typically capped-time, with the cap set after a scoping call.
We do not provide tax advice on positions we have not been engaged to review. Informal questions over email become formal advice only when documented under an engagement letter.
- Do you sign as paid preparer on US returns?
- Yes. US returns prepared by the firm are signed by a licensed CPA. The signing CPA's PTIN and license number appear on the return.
- Can you coordinate with our existing US firm?
- Frequently. Many engagements take the form of an India-side advisor that reviews the US firm's positions for treaty interaction, transfer pricing, and Indian reporting consequences. The reverse — US-side review of an Indian CA's work — is also common.
- What about state tax?
- State nexus is scoped at intake. We handle California, New York, New Jersey, Texas, and Delaware filings directly; other states are handled on a matter-by-matter basis.
Tell us what you’re solving for.
Send a paragraph describing the matter. We’ll confirm whether we’re the right firm and propose a brief introductory call.
This page is informational and does not constitute US tax, legal, or accounting advice. US tax advice is provided only under a written engagement letter and is subject to Circular 230 standards. State and federal positions vary by facts; consult a qualified CPA in your jurisdiction.