TAX FILING

As global asset allocation and wealth succession needs continue to grow, JS TAX CPA TEAM provides U.S., Taiwan, and cross-border tax consulting and compliance services for individuals, families, and businesses.

Through professional tax planning analysis, wealth succession strategies, and integrated corporate financial services, we help clients reduce tax risks, optimize financial structures, and deliver a comprehensive one-stop professional advisory service.

File / Declare taxes


Individual Income Tax Filing

When filing US individual income taxes, many individuals may encounter challenges such as estimating tax liabilities, filing state income taxes, or disclosing Controlled Foreign Corporation (CFC) information. Understanding US tax laws thoroughly is essential to effectively navigate these complexities during the filing process. At JS TAX CPA, our professional team deeply understands your circumstances and needs, stays current with tax law developments, and provides the following tax services:

  • Individual Income Tax Filing (Form 1040)
  • State Individual Income Tax Filing
  • Extension Filing (Form 4868) and Estimated Tax Payments
  • Report of Foreign Bank and Financial Accounts (FBAR and Form 8938)
  • Reporting of Ownership of Controlled Foreign Corporation Shares (Form 5471)


Individual Special Tax Issues

For your current special tax issues, such as Green Card landing consultation, expatriation planning, etc., JS TAX CPA will provide precise service and support through comprehensive consultation and assessment. Our service offerings include:

  • Green Card landing consultation (Taxation of Dual-Status)
  • Tax refund for foreign nationals selling US property (Form 1040NR)
  • Individual Taxpayer Identification Number (ITIN) application
  • Expatriation planning and related reporting matters (Form 8854)
  • Streamlined Filing Compliance Procedures


Tax Deductions and Credits

Federal and local governments offer tax deductions and incentives to mitigate tax burdens, such as overseas tax credits to avoid double taxation or child tax credits to encourage childbirth. These measures are powerful tools for reducing your tax liability. JS TAX CPA leverages all allowable legal tax-saving and incentive measures to effectively manage tax risks and achieve reasonable overall tax liability. Our service offerings include:

  • Foreign Tax Credit
  • Foreign Earned Income Exclusion
  • Child Tax Credit
  • Education Credits for tuition expenses
  • Earned Income Tax Credit for low-income families
  • Retirement accounts and benefit plans (IRA or 401K)


Corporate Income Tax Filing and Bookkeeping Services

JS TAX CPA has extensive experience collaborating with businesses of various sizes and types, assisting with services ranging from company establishment to tax filing and accounting consultation, addressing complex and challenging tax issues. Our service offerings include:

  • Establishment of US corporation or partnerships (LLC, C Corporation, S Corporation Election)
  • Employer Identification Number (EIN) application
  • US corporate income tax filing (Form 1120)
  • US partnership tax filing (Form 1065)
  • Services related to payroll forms filing and issuance (W-2 or Form 1099)
  • Annual maintenance for companies (Corp Annual Fee, Change Address, Change Shareholder)
  • US corporate bookkeeping and tax reporting services
  • State Sales Tax Filing


State-related Tax Topics

In addition to corporate income tax filing, we also provide various state-related tax services to assist you in expanding your business across states while complying with different state and local tax laws:

  • Nexus determination for various states
  • Sales and Use tax filing
  • Franchise tax filing
  • Tax due diligence


Nonprofit Organizations Income Tax Filing

JS TAX CPA is dedicated to assisting nonprofit organizations with income tax filing, providing professional and comprehensive services. We tailor tax strategies to ensure your organization complies with legal requirements and maximizes tax benefits.

  • Income tax filing for tax-exempt nonprofit organizations (Form 990)
  • Short form income tax filing for tax-exempt nonprofit organizations (Form 990-EZ)
  • Private foundation reporting (Form 990-PF)
  • Electronic filing for tax-exempt nonprofit organizations (Form 990-N)


Trust Income Tax Filing and Secretary Services

JS TAX CPA’s team can also assist you with trustee services for US trusts, such as negotiating with trustees on behalf of clients, assisting in preparing distribution instructions, and filing trust income taxes, thus eliminating the complexities of tax law research and procedures. We offer the following services to ensure accuracy and regulatory compliance:

  • US Trust Income Tax Filing (Form 1041)
  • Tax handling for foreign trusts with US beneficiaries (Form 3520 & Form 3520A)
  • US and foreign trust bookkeeping services (Bookkeeping Service)
  • Annual trust administration and trustee services (e.g., contacting trustees, changing addresses, issuing distribution instructions, etc.)

Under the trends of wealth inheritance and global asset allocation, we are dedicated to providing comprehensive and customized tax advisory and compliance management services for individuals, families, and multinational enterprises. Through proactive planning and legal tax-saving simulations, we assist you and your family in establishing a robust mechanism for asset protection and sustainable legacy.


Individual & Family Tax Advisory and Planning

  • Investment Structure Tax Advisory and Planning
  • Personal Asset Transfer Advisory and Tax Planning
  • Estate and Gift Tax Advisory and Planning
  • Matrimonial, Inheritance, and Asset Protection Planning
  • Family Business Equity Succession Planning
  • Will and Succession Arrangement Planning
  • Property Trust Advisory and Planning
  • Closely Held Company Design and Planning
  • Charitable Trust and Foundation Establishment Advisory


Individual Income Tax Filing Services

  • Individual Comprehensive Income Tax Filing
  • Individual Foreign-Sourced Income & Alternative Minimum Tax (AMT) Filing
  • Estate and Gift Tax Filing Services
  • Trust Business Agency, Bookkeeping, and Tax Filing Services

We provide enterprises with comprehensive accounting, tax, corporate registration, and foreign investment services, helping businesses establish institutionalized financial processes, mitigate tax risks, and enhance operational efficiency.


Bookkeeping and Financial Management

  • Daily Bookkeeping and Accounting Services
  • Preparation of Financial and Management Reports (Chinese & English)
  • Account Reconciliation and Institutionalized Procedure Services
  • Cash Management and Treasury Services


Comprehensive Tax Filing Services

  • VAT Filing Services 或 Business Tax Filing
  • Withholding Tax Filing for Various Income and Dividend Income
  • Corporate Income Tax (CIT) Provisional & Annual Tax Filing
  • Information Reporting for Corporate Officers and Major Shareholders (CTP Reporting)
  • Corporate Dissolution and Liquidation Tax Filing


HR, Labor & Health Insurance Services

  • Payroll Processing Services
  • Enrollment and Separation Processing for Labor, Health, Employment, and Occupational Accident Insurance
  • Labor Pension Contribution Reporting Services


Corporate Registration Services

  • Incorporation and Business Registration Services
  • Registration of Foreign Branch Offices and Representative Offices in Taiwan
  • Incorporation of Closely Held Corporations
  • Registration of Changes in Directors and Supervisors
  • Registration of Changes in Business Address and Scope of Business
  • Registration of Changes in Shareholding
  • Registration of Capital Increase and Decrease
  • Registration of Business Suspension and Resumption
  • Corporate Dissolution Registration


Foreign Direct Investment (FDI) Services

  • Foreign Investment Structure Consulting
  • Investment Application to the Department of Investment Review, MOEA
  • Work Permit Applications for Foreign Professionals
  • ARC (Alien Resident Certificate) Applications for Foreigners

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