Our Services
Tax & Compliance Services for Return Migrants
Comprehensive cross-border tax solutions for Indians returning home. From ITR filing to asset transfers, we handle the complexities so you can focus on your transition back to India
Solution Approach
Complete Tax & Compliance Services for Your Return to India
From final US tax returns, to Indian ITR filing to RNOR optimization and property purchase planning. We handle the complex cross-border requirements so you can focus on settling back home.
Final US Tax Filing & Compliance
Complete your final US tax obligations including state returns, FBAR filing, and proper exit procedures. Our Michigan CPA ensures you're compliant before leaving.
India Return Tax Planning
RNOR status optimization, advance tax planning, and ITR filing strategy. Our Delhi-NCR CAs specializes in return migrant compliance and September 15th deadlines.
Cross-Border Wealth Transfer
401k to India transfers, US brokerage closures, and tax-efficient asset repatriation. Our CFAs handle investment restructuring and portfolio management.
Ongoing Compliance Support
Year-round guidance through your transition. GST registration, TDS compliance, and regulatory requirements with 30+ year legal experts.
RNOR Status Verification & Planning
Verify your RNOR qualification and maximize tax benefits during your first 2 years back. Strategic planning to ensure you claim all available exemptions on foreign income.
US Brokerage & Investment Liquidation
Handle the tax implications of selling US holdings and transferring proceeds to India. Proper reporting, capital gains optimization, and source documentation for large transfers.
401k & Roth IRA Compliance
Navigate 401k to Roth conversions and ongoing reporting requirements in India. Understand dividend taxation from US stock holdings and maintain compliance on both sides.
US Bank Account & Asset Declaration
Proper declaration of US savings accounts, ongoing holdings, and annual reporting requirements. Determine when you can stop filing US taxes based on your asset structure.
India Property Purchase Optimization
Minimize taxes on apartment purchases using Section 54F exemptions. Strategic use of mutual fund redemptions and timing of payments to optimize your tax liability.
RSU/ESOP Tax Optimization for Returning Tech Professionals
Handle vesting schedules across US-India transition. Section 89A benefits for stock compensation. Timing strategies for RNOR vs ROR status. US estate tax minimization for large equity holdings.
High Net Worth Cross-Border Portfolio Management
US estate tax planning, Ongoing US asset management while India resident, Margin/LOC compliance with RBI regulations, Multi-currency wealth structuring
Our Team
Select Cross-Border Experts
Returning to India involves complex cross-border tax compliance that most advisors don't understand. Our experts specialize exclusively in US-India transitions, with verified credentials you can check yourself. Meet the experts who handle your return journey
