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Don't worry about taxes, we'll do it for you!

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Preserve Your Hard-Earned Wealth!

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U.S. Expat Tax Filings

Welcome to maxWEALTH Finance, Accounting & Tax Consultants - We Maximize Your Wealth!

maxWEALTH is committed to providing wealth, tax & accounting services for a wide range of clients including Individuals, Business Owners, H1B/L1 or Consultants working on Client Projects, Physicians, High Net Worth Individuals, Students working on OPT/CPT. Call or email us. Our professionals are ready to answer any question you may have. If you do not know who to revert to, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. . We will endeavor to respond to your enquiry within 1 business days of receipt.



maxWEALTH provides Tax & Wealth Advisory Services for a number of people including:

  • Individuals

  • Business Owners

  • US Expatriates Working Abroad

  • Doctors/Physicians

  • H1B/L1 Consultants working on Client Projects

  • Students working on OPT/CPT

We provide extreme data  security for all our client's tax returns and will ensure 100% customer satisfaction at an affordable price.



maxWEALTH provides a comprehensive range of services tailored to your financial needs:

  • Personal & Business Taxes

  • Year Round Full Service

  • Prior Year Filings & Amendments

  • Super Fast Rapid Refunds

  • Direct  Deposits

  • Accounting Services 

  • IRS Audit Help

maxWEALTH can serve all your wealth planning needs.

The Premium Tax Credit

The premium tax credit can help make purchasing health insurance coverage more affordable for people with moderate incomes.  To be eligible for the credit, you generally need to satisfy three rules. 

First, you need to get your health insurance coverage through the Health Insurance Marketplace. The open enrollment period to purchase health insurance coverage for 2014 through the Health Insurance Marketplace runs from October 1, 2013 through March 31, 2014.

Second, you need to have household income between one and four times the federal poverty line. For a family of four for tax year 2014, that means income from $23,550 to $94,200.

Third, you can’t be eligible for other coverage, such as Medicare, Medicaid, or sufficiently generous employer-sponsored coverage.

If a  Marketplace determines that you’re likely to qualify for the tax credit at the time you enroll, you have two choices:  You can choose to have some or all of the estimated credit paid in advance directly to your insurance company to lower what you pay out-of-pocket for your monthly premiums during 2014.  Or, you can wait to get all of the credit when you file your 2014 tax return in 2015.

If you wait to get the credit, it will either increase your refund or lower your balance due.

If you choose to receive the credit in advance, changes in your income or family size will affect the credit that you are eligible to receive.  If the credit on your tax return you file in 2015 does not match the amount you have received in advance, you will have to repay any excess advance payment, or you may get a larger refund if you are entitled to more. It is important to tell your Marketplace about changes in your income or family size as they happen during 2014 because these changes will affect the amount of your credit.

More Information

Find out more about the health care law and the Marketplace


We specialize in the preparation of U.S. Individual Income Tax Returns, particularly for U.S. citizen's resident abroad. We have been helping them with their U.S. Tax Returns and with other U.S. tax matters for years. Our procedures are designed to make Tax Return preparation as easy and painless as possible while at the same time assuring that you benefit from all the deductions, exclusions and credits to which you are entitled. 



  1. You send us a copy of your Tax Return for last  year (Form 1040 or Form 1040NR) and copies of Forms 1099  (Interest and Dividends), Forms SSA-1099 (Social Security Pensions), Forms K-1  and any other income sources. If you have any additional information you think  may have tax consequences send it with the other information.
  2. Then, in red ink, mark on the copy of last years tax return you  are sending to us, other necessary this year data (in U.S. $) i.e. foreign  interest & dividends, foreign salary and foreign income tax, rental income & expense etc. While this may appear a bit messy, it saves you and us a  considerable amount of time and therefore keeps the fees low.
  3. We review the data and contact you for any additional necessary  information.
  4. We prepare your return and notify you when the return is prepared, give you the results and request payment of the fee.
  5. Your return is sent to you for review, to be signed and submited to the IRS.

Alternatively if you would prefer to complete a detailed questionnaire in lieu of Step 2 above, please send us a copy of your tax return for last year and we will send you the necessary questionnaire.


Our professional fees for U.S. tax returns are based on the complexity of the  return and the time spent in preparing the return. These returns range from  retirees to the more complex returns with a Foreign Earned Income Exclusion (Form 2555), a Foreign Tax Credit (Form 1116), Rental Income (Sch E), and  Business Income (Sch C), a Foreign Corporation (Form 5471), a Foreign  Partnership (Form 8865), etc.

Simple Return:     $150 - $300 (Social Security, Retirement, Interest, Dividends and a few Security Sales)

Average Return:     $300- $600 (Rental Income, Forms 2555 and 1116)

More Complex Return: $600 & Up (Business Income, Moving Expense, Alternative  Minimum     Tax, Form 5471, Form 8865)

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