Immigration Tax Planning That Starts You Off Right
Uncertain About U.S. Taxes Before or After Moving?
Immigrating to the U.S. brings opportunity—and a wave of tax complexity. New residents, visa holders, and families often worry about how global assets, prior income, or timing their move could create future tax problems. Andy Wang CPA & Associates provides proactive immigration tax planning to protect wealth, ensure compliance, and make your transition as smooth as possible. We serve Silicon Valley’s global workforce and international families with bilingual, personalized support.
Problems We Solve Every Day
Pre-Immigration Tax Strategy
Decisions made before arriving in the U.S. can dramatically impact your tax bill. We help you structure assets, investments, and business interests for maximum efficiency before you establish residency.
First-Time U.S. Filings and Status Changes
New residents face unique reporting requirements and deadlines. We guide you through your first U.S. tax return, help determine your residency status, and avoid common pitfalls for recent arrivals.
Reporting Global Income and Foreign Assets
Many new immigrants don’t realize U.S. rules require full disclosure of worldwide income, bank accounts, and investments. We ensure you’re compliant with FBAR, FATCA, and other cross-border reporting laws.
Tax Planning for Visa Holders, Students, and Families
From H-1B and L-1 professionals to international students and family members, we provide tailored advice for each immigration status—optimizing deductions, treaty benefits, and withholding.
Addressing Prior Year Gaps or IRS Notices
Missed a filing deadline or received a confusing notice? We resolve issues, guide you through IRS amnesty programs, and get you back on track.
Tax Planning Should Start Before You Arrive
Advance planning lets you minimize exposure and avoid costly surprises. We collaborate with your overseas advisors to coordinate asset transfers, gifts, and income timing.
Bilingual Guidance and Local Expertise
We speak English and Mandarin, and understand the challenges faced by international professionals and families settling in the Bay Area.
Support at Every Step of Your Transition
Whether you’re relocating for work, education, or investment, we provide ongoing support as your residency status or income evolves.
Your Immigration Tax Planning Questions, Answered
When should I start planning for a U.S. move?
Ideally, 6–12 months before arrival. Early planning allows more options to reduce future U.S. taxes.
Do I have to report foreign income or accounts once I live in the U.S.?
Yes. U.S. residents must disclose worldwide income and foreign accounts—failure to do so can trigger significant penalties.
Can you coordinate with my advisors outside the U.S.?
Absolutely. We frequently work with overseas accountants, attorneys, and bankers to ensure seamless transitions.
What if I missed a filing or made an error?
We help correct past filings, respond to IRS notices, and use available amnesty programs to resolve non-compliance.
Do you support visa holders, students, and families?
Yes. We provide immigration tax planning for all visa categories, students, new workers, and families relocating to the U.S.
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Make Your U.S. Move With Clarity and Confidence
Andy Wang CPA & Associates provides proactive immigration tax guidance—so you can focus on new opportunities, not tax headaches. Start your transition with a solid plan.