Needed knowledgable account for preparation of US tax return and financial management - Taxes in Palma de Mallorca: Suma, NIE and general tax advice - Palma de Mallorca forum - Majorca forum in the Balearic Islands province of Spain

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Needed knowledgable account for preparation of US tax return and financial management

Posted: Mon Feb 26, 2024 9:01am
0 replies1 member subscribed
paulo1016

Posts: 1

Location: Palma de Mallorca

Joined: 10 Jan 2023

My wife and I need assistance with preparation of US tax returns, including consideration of declaration of foreign bank accounts, US, Spain and Mexico, rental and sale of real estate in the US, and earnings from different investment accounts, SEP, IRA, CREF, post tax and trust accounts.  Also needed is advice on how to best simplify and manage these assets and organize survivor benefits in consideration of Spanish tax laws.

Thank you for your assistance,

Paulo

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