Help with filing, planning, and moving money
Filing and advice from us, plus introductions to immigration attorneys, tax preparers, and partners for money and property.
File it for me
FBAR Filing
We file FinCEN Form 114 and include every PPF, NPS, LIC, and signatory account. $99 for each account over five.
See FBAR Filing →$999 referral · plus CPA feesFBAR Streamlined Disclosure
Never filed an FBAR? We connect you with a partner CPA firm that handles Streamlined cases. The penalty is capped at 5% instead of $10,000 per account.
See FBAR Streamlined Disclosure →Advise me
Cross-Border Tax Consult
One hour with a CPA who works on US and Indian tax. Topics include DTAA tie-breakers, Section 24(b), and the RNOR period.
See the Tax Consult →$499 · all-inReturning NRI Planning Package
A plan for moving back to India: your RNOR years, the order to draw down your 401(k), when to sell property, and your final FBAR. Three sessions over six weeks.
See the Returning NRI Package →Refer me
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Family and assets in India
Provided by an independent partner in India. If we earn a referral fee, we tell you before you agree.
Elder Care in India
An introduction to a care partner in India who can help your parents at home and keep you updated in the US.
See details →Partner referralIndia-Side Financial Advisory
An introduction to an advisory partner in India for a review of your Indian accounts, property, rental income, and family documents.
See details →Immigration
Immigration work is done by independent licensed attorneys. They quote their own fees.
Green Card Filing
An introduction to a licensed immigration attorney for your I-140, I-485, or family-based I-130 filing.
See details →Attorney referralH-1B Transfers and Extensions
An introduction to a licensed immigration attorney for changing employers, extending your stay, or amending your petition.
See details →Attorney referralOCI and Passport Paperwork
Help with OCI applications and updates, and with surrendering your Indian passport after you become a US citizen.
See details →Attorney referralUS Citizenship
An introduction to a licensed immigration attorney for your Form N-400 naturalization application.
See details →Tax returns and forms
Prepared with licensed tax professionals. The fee is quoted before any work starts.
US Tax Return for NRIs
A Form 1040 prepared with your Indian income, foreign tax credits, Form 8938, and Form 8621 for Indian mutual funds.
See details →Quoted up frontIndian Tax Return for NRIs
An Indian income tax return (ITR) for your rent, interest, and capital gains in India, prepared by a chartered accountant.
See details →Quoted up frontLower TDS Certificate
An application on Form 13 so the buyer deducts tax on your actual gain, not on the full sale price.
See details →Quoted up frontFEMA Check-Up
A review of your Indian accounts and property against the rules for NRIs, with a written list of what to fix.
See details →Quoted up frontGift and Inheritance Reporting
Form 3520 for gifts or inheritances of more than $100,000 from parents or relatives abroad.
See details →Money and property
Provided by independent partners. If we earn a referral fee, we tell you before you agree.
NRI Home Loans
A referral to lenders who work with visa holders in the US, and to banks that lend to NRIs buying in India.
See details →Partner referralProperty Management in India
A referral for managing a flat in India: tenants, rent, maintenance, and a power of attorney.
See details →Partner referralMoving Money out of India
Help with moving money out of an NRO account, including the certificates your bank asks for.
See details →Partner referralCross-Border Estate Planning
A referral to estate lawyers for a US will or trust and an Indian will, plus an audit of the nominations on your Indian accounts.
See details →Partner referralInsurance
A referral for term life insurance for visa holders, and visitor medical insurance for parents visiting the US.
See details →Still not sure which service fits?
Start with a 30-minute consult at $49 →