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.

"Returning to India shouldn't mean navigating tax nightmares alone. I built Settleline because I lived this exact journey and know how confusing the cross-border compliance can be. Our verified experts ensure you transition home with confidence, not confusion."

Laksh

Founder

Our Story

Why Settleline Exists Today

After extensive experience at Houlihan Lokey and Guggenheim Partners, and leading consumer & AI infrastructure at YC-backed Landeed, I faced the reality of returning to India for family. The cross-border tax compliance was a nightmare - conflicting advice, generic solutions, and no one who truly understood both sides. With dual degrees from Kelley School of Business and Luddy School of Engineering (Finance & Computer Science), I built Settleline to solve this exact problem with a network of verified experts who specialize in US-India tax transitions.