wealth and estate management (untaxed statutory and complementary retirement funds in the United States and in your native country, life insurance, untaxed savings destined for a child’s education);
Establishment and annual update of your income tax returns :
•
annual follow-up on your fiscal situation and on quarterly payment of income taxes in case of unearned income;
•
preparation and establishment of tax forms pertaining to the reimbursement of taxes levied in France on dividends received over the course of the year;
•
preparation and establishment of your income tax returns in the United States (Federal, State, and City, if necessary) as well as in France.
