At Tax & Wealth Management, Inc. we know that our business is understanding yours. We work specifically with US corporate executives, primarily residing in Bermuda, to plan and prepare US income tax returns. By focusing our resources in this area, we’ve gained insight into the complex tax and reporting issues that US persons residing in Bermuda often face. In addition, we are often engaged by foreign employers to assist with US payroll tax reporting matters.
We believe in taking an integrated approach to managing your corporate executive program. This begins by making the investment necessary to fully understand your employee compensation package. We offer a dedicated team of professionals to work on each program and we are available to assist employers with respect to US payroll tax reporting matters including gross-up and tax equalization calculations. As a Certifying Acceptance Agent, we are also capable of assisting non-US persons with obtaining an Individual Tax Identification Number (ITIN).
Our team of professionals at Tax & Wealth Management has years of direct experience assisting US persons working in Bermuda. We not only have the deep technical skills needed to manage a successful corporate executive program, we also have an understanding of the complex international issues related to expanded IRS offshore reporting requirements.
*References are available upon request