Tax & Accounting for Global Professionals & Businesses
Proactive Guidance & Long-Term Trust
Global Tax Compliance
In - depth knowledge of international tax laws.
Compliance Focused
Stay ahead with accurate and timely compliance.
Client - Centered
Personalized solutions tailored to your goals.
Long-Term Partnership
Building trust through transparency and results.
Our Specialization
Our team has expertise in handling:
Individual Tax Preparation (Resident, NR, Dual Status)
Business Tax Preparation
ITIN Processing (Original Passport submission to IRS not required)
IRS Audit Representation
Foreign Income and Asset compliance reporting
Accounting & Payroll
Streamlined Offshore Domestic/Foreign Offshore Procedure
Tax Planning and Optimization
Who We Serve
Visa Holders & Foreign Nationals
H, F, L, and O visa holders, as well as Green Card holders, navigating residency status changes, reporting foreign income and complying with FBAR and FATCA reporting requirements.
U.S. Citizens living Abroad (Expats)
US Citizens living or working overseas requiring foreign earned income exclusion (Form 2555), foreign tax credits (Form 1116), and offshore declarations
International Investors
Individual with investment in Passive Foreign Investment Corporation (PFIC), rental properties, Stocks, Corporations with more than 10% ownership.
Tech Startups
Tech startups use accounting, payroll, and tax services to maintain investor-ready financials, manage compliance, set up and manage international branches, and focus on scaling their business.
Small and Medium-sized Enterprises (SME)
SMEs use payroll, accounting, and tax services to stay compliant, reduce tax liabilities, and focus on business growth.
Cross - Border Businesses
Companies with more than 25% foreign ownership, residents with more than 10% foreign corporation ownership, international subsidiaries, reportable transactions, and other similar structures.
"Trusted by a diverse range of Businesses"
Why Choose Taxwellness
11+ Years
Experience
Proven track record in complex U.S. international taxation.
2000+
Returns Filed
Across variety of complex returns for locals, expats and founders
Global
Cross Border
Serving clients locally in the Bay Area, across the United States, and around the world.
Year-Round
Tax Support
Tax strategy is not a once-a-year event. We work with you throughout the year to optimize your taxes.
Expert
Specialized
Direct communication with Enrolled Agents and Tax advisors.
Credentials You Can Trust
Enrolled Agent
EA Certified
Unlimited representation rights before the IRS for audits, collections, and appeals.
ITIN CAA Agent
Authorized Acceptance Agent
No original passport mailing required to IRS. We can certify foreign passports and other documents in our office.
AUTHORIZED E-FILE
Secure IRS Electronic Filing
Fast-tracked processing, secure data transmission, and immediate electronic confirmations.
11+ Years Experience
Tax & Accounting Practice
Over a decade handling domestic and highly complex cross-border financial scenarios.
CERTIFIED PROADVISOR
QuickBooks ProAdvisor
Advanced bookkeeping, real-time sync setups, and accurate payroll planning structures.
Testimonials
Subhodeep Kundu
4 months ago
Tax Wellness made my tax filing easy and seamless. I truly value their ethical guidance and thoughtful counsel.
Hao Xue
April 10, 2023
Applied and received ITIN for my wife via Tax Wellness LLC, Deepak is professional, will choose Tax Wellness LLC next time if tax service is needed. Positive Responsiveness, Quality, Professionalism, Value
Pooja Dashora
March 22, 2023
My work done. So I would rate good.
Dima Osipa
February 8, 2023
Positive Responsiveness, Quality, Professionalism, Value