Individual Clients

Weichert Mobility Tax Services offers tax preparation and advisory services to individuals with a US tax filing requirement. Built around highly qualified and trained former Big 4 experienced personnel, we offer a top quality service at an appealing price point. We specialize in individuals relocating within the US, focusing on the complexities associated with reporting compensation and deductions in multiple states, the impact of a home sale or home purchase, and state to state tax residency issues.

In addition, we also specialize in expatriate tax preparation and consulting for inbounds to the US, cross-border commuters or business travelers, and US Citizens living abroad. Through the BDO Alliance, we can provide access to the international BDO network of independent member firms to handle non-US tax and advisory matters, consistent with our strategy of offering a turnkey solution to our individual clients with complex, multi-country tax filing requirements.

Corporate Clients

We provide a unique value proposition for our corporate clients, leveraging the experience of one of the world’s leading workforce mobility companies and the world’s fifth largest tax and accounting network to deliver both US Domestic and Expatriate tax services to our clients’ mobile workforces. Corporate mobility program owners and their assignees can engage us to assist with the tax compliance, planning and/or advisory around any of their mobility policies and program. Some examples of how our clients might engage us include:

  • Permanent transfers – tax compliance and planning
  • Extended business travelers – tracking, tax compliance and planning
  • Delinquent tax filing and tax equalization preparation
  • Project-based short or long term expats – tax compliance and planning
  • Planning for doing business in new countries
  • Intra-regional moves
  • Localizations and local+ situations – tax compliance and planning
  • FRORs (Financial Reporting and Oversight Role) employees requiring high-touch tax compliance and advisory services

Individual and Corporate Services Include:

US Domestic Tax Compliance Services

  • US Federal Tax Returns
  • US State Tax Returns
  • US (Federal or State) Extensions w/o Calculation
  • US (Federal or State) Extensions w/Calculation
  • US Estimated Payment Vouchers
  • US W-4 Calculations Coordination & Completion
  • Tax Equalization Calculations
  • Foreign Bank Account Forms (US)
  • Home or Host Tax Briefings
  • Hypothetical Tax Calculations
  • Gross-Up Calculations
  • Amended Tax Returns
  • Local Tax Returns
  • Tax Authority Inquiries and Audits
  • Tax Planning

Foreign National and Expatriate Tax Compliance Services

  • US Federal Tax Returns
  • US State Tax Returns
  • US (Federal or State) Extensions w/o Calculation
  • US (Federal or State) Extensions w/ Calculation
  • US Estimated Payment Vouchers
  • US W-4 Calculations Coordination & Completion
  • Tax Equalization Calculations (Globally)
  • Foreign (Non-US) Tax Returns
  • Monthly Non-US Tax Filings
  • Foreign Bank Account Forms (US)
  • Home or Host Tax Briefings (Globally)
  • Hypothetical Tax Calculations (Globally)
  • Gross-Up Calculations (Globally)
  • Individual Taxpayer Identification Number (ITIN) Applications
  • Amended Tax Returns
  • Provincial/Local Tax Returns (Globally)
  • Certificate of Coverage/E101 Applications (Globally)
  • Non-US Arrival and Departure Forms (Globally)
  • Tax Authority Inquiries and Audits (Globally)
  • Tax Equalization/Protection Policy Guidance