Specialized Cross-Border Tax Advisory & Compliance
Avant Tax provides technical tax solutions for NRIs and global businesses navigating the complexities of the U.S., India, and UAE tax corridors.
NRI Tax Advisory
Core Practice | Avant Tax
Avant Tax provides specialized advisory for NRIs navigating U.S. income, assets, and residency complexities.
Residency Determination
Global Coordination
Expert U.S. Filings
DTAA Mitigation
Determination of Residential Status
Accurate classification is the foundation of your tax liability. We analyze your physical presence and intent under both:
- U.S. IRS Criteria: Substantial Presence Test and Green Card Test.
- India Income Tax Act: Recent amendments regarding “Deemed Residency” and physical stay requirements.
U.S. Tax Compliance for NRIs
Streamlining your annual filing obligations to ensure accuracy and penalty prevention:
- Form 1040NR: Non-resident alien tax returns.
- Dual-Status Filings: For those transitioning residency during the tax year.
- Resident Filings: Full compliance for NRIs treated as U.S. residents for tax purposes.
Maximizing the U.S.–India Tax Treaty
We utilize the Double Taxation Avoidance Agreement (DTAA) to ensure you aren’t taxed twice on the same dollar.
Foreign Tax Credit (FTC) Optimization: Offsetting taxes paid in India against U.S. liabilities.
- Income Characterization: Analyzing how dividends, interest, and capital gains are treated in both jurisdictions.
- Repatriation Planning: Strategic guidance on moving funds between the U.S. and India while minimizing tax friction.
Seamless India Tax Coordination
While Avant Tax focuses on your U.S. exposure, we ensure your Indian obligations are not left to chance.
Local Collaboration: We work directly with your existing Chartered Accountant (CA) in India or provide access to our independent referral network.
- Remittance Advisory: Guidance on Form 15CA/15CB requirements for moving funds out of India.
Navigate Cross-Border Complexity with Confidence
Don’t let residency transitions or foreign assets lead to IRS penalties.