• Home 主页
  • About 关于
    • Wenyan CPA Inc 简介
  • Services 服务项目
    • Individual Service 个人税务服务
    • Business Service 公司税务服务
  • Contact 联系
    • How to contact 联系方式
  • More
    • Home 主页
    • About 关于
      • Wenyan CPA Inc 简介
    • Services 服务项目
      • Individual Service 个人税务服务
      • Business Service 公司税务服务
    • Contact 联系
      • How to contact 联系方式
  • Home 主页
  • About 关于
    • Wenyan CPA Inc 简介
  • Services 服务项目
    • Individual Service 个人税务服务
    • Business Service 公司税务服务
  • Contact 联系
    • How to contact 联系方式

Individual Related Service 个人报税服务

Individual Tax Filling 个人税申报

We provide federal and state tax preparation and filing services, whether or not you are in California. We also offer tax analysis and planning services, and can assist you in applying for the appropriate tax deductions.

 

我们提供联邦和州税务准备和申报服务,无论您是否在加州。我们还提供税务分析和规划服务,并可以协助您申请适当的税收减免。

Non-resident Tax Filing 非居民税申报

 Residents and non-residents have different tax obligations in the U.S. We offer non-resident tax filing services to help clients fulfill their tax reporting requirements and ensure compliance. For non-residents selling property, we also provide withholding tax reduction services to help minimize unnecessary tax burdens. Our team will guide you through the complex tax landscape to find the best solution.

 

 居民和非居民在美国有不同的报税义务。我们提供非居民报税服务,帮助客户履行其税务申报义务,确保合规。对于非居民卖房的情况,我们还提供卖房预扣税减免服务,帮助客户减少不必要的税负。我们的团队将指导您在复杂的税务环境中找到最佳解决方案。 

ITIN Application 个人税号申请

We offer ITIN (Individual Taxpayer Identification Number) application services for clients who are not eligible for a Social Security Number. Our team assists in the entire application process, ensuring accuracy and compliance with IRS requirements. Let us help you obtain your ITIN efficiently and securely.


我们为无法获得社会安全号码的客户提供ITIN(个人纳税人识别号码)申请服务。我们的团队协助整个申请过程,确保准确无误并符合IRS的要求。让我们帮助您高效且安全地获得ITIN。

Foreign Assets Reporting 海外资产申报

We provide filing services for FBAR (Foreign Bank Account Report) and Form 8938 (Statement of Specified Foreign Financial Assets) to ensure compliance with U.S. tax laws regarding foreign assets. Additionally, we assist with the filing of Form 5471, which is required for U.S. persons with ownership in foreign corporations. Our team offers professional guidance to navigate these complex reporting requirements accurately.

 

我们提供FBAR(外国银行账户报告)和Form 8938(指定外国金融资产报告)的报税服务,以确保符合美国税法关于外国资产的规定。此外,我们还协助填写Form 5471,这是美国公民或居民在拥有外国公司股份时所需提交的表格。我们的团队提供专业指导,帮助您准确应对这些复杂的报税要求。

Gift & Estate Tax 赠与及遗产税

In the United States, estate tax is levied on the transfer of assets upon death, with a tax rate that can reach up to 40% for estates exceeding certain exemption limits. For 2024, the federal estate tax exemption is $12.92 million per individual, meaning estates below this threshold are not subject to estate tax. The gift tax applies to transfers of wealth made during an individual's lifetime, with a unified exemption limit that includes both estate and gift tax exemptions. In 2024, the annual gift tax exclusion is $17,000 per recipient, meaning individuals can give up to this amount to each person without triggering gift tax.

 

在美国,遗产税是对资产转移至死亡后的征税,税率可高达40%,适用于超过某些免税限额的遗产。2024年,联邦遗产税免税额为每位个人1,292万美元,这意味着低于这一门槛的遗产无需缴纳遗产税。赠与税适用于个人生前的财富转移,并且有统一的免税限额,涵盖遗产税和赠与税免税额。2024年,年度赠与税免税额为每位受赠人17,000美元,意味着个人可以在不触发赠与税的情况下,每年向每个人赠与最多17,000美元。

Authorized communication representative 税局沟通代表

If you wish, we can be authorized as your communication representative to handle disputes and correspond with the tax authorities on your behalf. Our team can provide clear explanations and address issues directly with the IRS or state agencies. We ensure your interests are fully represented and managed professionally.

 

如果您愿意,我们可以被授权作为您的沟通代表,处理与税务机关的纠纷并代为沟通。我们的团队可以提供清晰的解释,并直接与IRS或州税务机关解决问题。我们确保您的利益得到充分代表,并以专业的方式进行追踪。

Wenyan CPA Inc

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