International Tax Planning
Cross-Border Tax Expertise, Personalized to You
Managing taxes across countries can be complex and overwhelming—but you don’t have to navigate this process alone. At ERider Consulting, we specialize in cross-border tax planning, offering strategic guidance and compliance support for individuals with financial ties to countries like India, Canada, and beyond. Our expertise includes U.S.–Canada tax planning and U.S.–India tax planning, ensuring that whether you’re living abroad, earning foreign income, or maintaining assets in multiple countries, we help you address your cross-border tax obligations while minimizing risk and reducing your overall tax burden.
U.S.–India Tax Planning
Supporting the Indian Diaspora with Cross-Border Tax Clarity
For Indian citizens living in the U.S. or U.S. residents with financial ties to India, managing tax obligations across both countries can be uniquely complex. At ERider Consulting, we specialize in U.S.–India tax planning, offering expertise in cross-border tax planning to help you understand how the U.S.–India Tax Treaty applies to your situation. Our goal is to ensure full compliance with both IRS regulations and Indian tax laws.
Whether you’re earning income in India, holding property abroad, or navigating tax residency rules, we guide you through every step of the process—making sure your global financial picture is both compliant and optimized.
We Help You With:
- Residency Status Analysis based on IRS Substantial Presence Test and Indian tax law
- Foreign Income Reporting, including NRE/NRO account interest, Indian salary or rental income, capital gains, and dividends
- Claiming Tax Treaty Benefits under the U.S.–India Double Taxation Avoidance Agreement (DTAA)
- FBAR and FATCA Compliance for Indian bank accounts, mutual funds, insurance policies, and real estate holdings
- Reporting Gifts or Inheritance received from India that may be subject to U.S. tax rules
- Coordinating with Indian Chartered Accountants or advisors when needed
We understand the unique challenges faced by the Indian diaspora, and we provide proactive, culturally informed support. Whether you’re a first-generation immigrant, dual citizen, or green card holder with financial interests in India, we’ll help you navigate U.S.–India tax laws with confidence and peace of mind, ensuring your cross-border tax planning is handled efficiently.
U.S.–Canada Tax Planning
Smart Tax Solutions for Dual U.S.–Canada Obligations
For clients with ties to Canada, we offer cross-border tax planning strategies that clarify and coordinate the tax obligations between the U.S. and Canadian governments. Whether you receive income from Canadian employment, pensions, or investments, we help you file correctly and minimize the risk of double taxation.
We Help You With:
- Determining residency status under IRS and CRA rules
- Understanding Canada–U.S. tax treaty benefits and applying them appropriately
- Reporting Canadian retirement accounts and investment income
- Filing FBAR and FATCA forms for Canadian bank and investment accounts
- Coordinating with Canadian financial professionals if needed
Whether you’re a recent arrival, cross-border commuter, or U.S. citizen with Canadian roots, our U.S.–Canada tax planning services ensure you remain fully compliant with both nations’ tax laws while maximizing available deductions and credits. Additionally, for those interested in U.S.–India tax planning, we can provide guidance tailored to your specific international tax needs.