Individuals Services
At E6 Tax Advisors LLC, we offer a full spectrum of personalized tax and financial services designed to meet the complex and evolving needs of individuals — whether based in the U.S. or abroad. Our experienced team of CPAs, IRS Enrolled Agents, and Chartered Accountants is well-versed in domestic and international tax regulations, ensuring compliance and optimization every step of the way.
We specialize in:
01
Comprehensive U.S. Income Tax Filings
From standard 1040s to highly complex returns, we handle all types of individual tax filings, ensuring accurate reporting and optimal tax outcomes.
02
Foreign Reporting Compliance
We assist with international information reporting, including:
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Form 5471 – Foreign corporation reporting
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Form 1116 – Foreign tax credit optimization
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Form 8938 (FATCA) – Specified foreign financial assets
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FBAR (FinCEN Form 114) – Foreign bank and financial accounts
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Large Foreign Gifts (Form 3520)
03
Gift Tax Returns (Form 709)
Preparation and planning for tax-efficient gifting, including support with lifetime exemptions and trust-based strategies.
04
Estate & Legacy Planning
Strategic planning to minimize estate taxes and ensure smooth intergenerational wealth transfer, including coordination on will drafting and succession.
05
Cross-Border Tax Optimization
Tailored advisory for globally mobile individuals, dual citizens, and foreign nationals, leveraging tax treaties, residency planning, and international structuring.
06
ITIN Application & Certification
We assist with Individual Taxpayer Identification Number (ITIN) applications and certify supporting documents as IRS Certifying Acceptance Agents (CAA) or licensed CPAs — helping individuals without an SSN file tax returns and meet compliance requirements.
07
IRS Representation
Our licensed professionals represent clients before the IRS in audits, notices, examinations, and appeals — providing expert defense and resolution strategies.
08
Individual Tax Planning
Year-round advisory on deductions, credits, estimated taxes, and life-event-based tax strategies to help you stay ahead and maximize savings.
At E6 Tax Advisors LLC, we pride ourselves on delivering accurate, timely, and personalized solutions that go beyond compliance — empowering you to make informed financial decisions, reduce tax liability, and protect your assets across borders. Whether you're navigating U.S. tax laws, managing foreign investments, or planning for the future, our dedicated team is here to guide you every step of the way.
2. Corporate Services
Entity Formation & Setup
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LLCs, LPs, C-Corps, S-Corps & Foreign Entities
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EIN/ITIN registrations, operating agreements, share certificates
Corporate Tax Advisory & Compliance
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Federal & state tax filings
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Foreign ownership compliance (Forms 5471, 8865, 5472, BE-10, etc.)
Ongoing Statutory & Virtual CFO Support
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Bookkeeping, payroll, budgeting, and governance reporting
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Cross-border structuring, ownership changes, board resolutions
1. Individual Services
Tailored solutions for U.S. taxpayers, expats, and globally mobile individuals.
ITIN Application & Certification
IRS-authorized Certifying Acceptance Agent (CAA) for ITIN processing.
3. Audit & Assurance Services
Compliance Audits
Due diligence for M&A, restructuring, investor onboarding, and tax history.
