Services for those in India
For those in India — compliance, registrations, estate planning and tax.
- FEMA Compliances
- DSC
- TAN, PAN and DIR 3 KYC
- Estate Planning
- Income Tax
- Tax Planning
- International Taxation
Family Office Services
Family Office Services for Global Wealth Management
Holistic wealth management, and tax and estate planning, for affluent families.
Services for those in India
Services for those in USA
Wealth, tax and migration
Qualified professionals to help you manage your wealth and plan your taxes.
Do you want to know how to manage your wealth effectively and get your tax planned? Are you a professional earning across borders and paying out your hard-earned money in taxes? Or are you planning to migrate between India and the USA and don't know the legalities involved?
You're at the right place. We at USAIndiaCFO are a team of qualified professionals — Chartered Accountants and Certified Public Accountants — who help you manage your wealth and save and plan your taxes in the best possible manner. We guide you through migration-related legal requirements such as obtaining tax numbers, filing your returns and claiming benefits.
We provide you with professional, secure and ethical services, all in one place.
Services
Services on both sides of the border.
Services for those in USA
For those in the USA — US tax filing, foreign-asset reporting and planning.
Get in touch
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Services for those in India
For those in India — compliance, registrations, estate planning and tax.
- FEMA Compliances
- DSC
- TAN, PAN and DIR 3 KYC
- Estate Planning
- Income Tax
- Tax Planning
- International Taxation
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Services for those in USA
For those in the USA — US tax filing, foreign-asset reporting and planning.
Get in touch
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Client stories
Families and individuals, across two tax systems.
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Story 01
A couple moved from the US to India mid-year, with multiple other nuances that required filing income tax in both countries. We handled the situation with our expertise, saved them from penalties and answered all their queries, which put them at ease.
Story 02
An HNI client from the USA needed guidance on cross-border taxation and on the use of cryptocurrency and investments in India. His funds were earning simple interest in a bank account. We provided expert guidance and helped him structure and park his finances — later appreciated by the client, since his funds were properly utilised while also helping his tax planning.
Story 03
An Indian resident went to the USA for work while still earning income from India, and had queries about double taxation. We structured his tax position and saved him from double taxation.
Tools we use
We use an approachable set of tools that helps us, and you, communicate easily and share what is needed with minimum iterations — software that eliminates errors and speeds up results through the required automation.
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Questions
Family Office — frequently asked questions
An ITIN is a nine-digit number that is issued by the Internal Revenue Service (IRS) and used for tax-reporting purposes. It is required for those who are required to have a U.S. tax identification number, but are not eligible to get a Social Security Number (SSN).
Individuals who are not eligible for a Social Security Number (SSN) but need to file taxes in the United States can apply for an Individual Taxpayer Identification Number (ITIN).
To apply for an ITIN, complete Form W-7 and gather required documents such as identification and tax returns. Submit the application by mail or through an authorized Acceptance Agent.
A Virtual CFO provides expert financial, tax, and compliance services without the cost of hiring a full-time CFO.
Next step
Schedule a call
Let us discuss your requirements on a no-obligation discovery call, anytime as per your convenience.