Professional Services

International Investor Services, Inc. offers its services to individual investors, corporations and trusts, as well as closed-end investment funds and their related investors. We provide full assistance to our clients in German, English and Spanish.

For investment funds, we offer the following services:

Negotiating and filing tax returns

Handling all correspondence with federal and state authorities

Facilitating client understanding of US tax laws and requirements

Perparation of annual investor distributions

Assistance in obtaining US tax identification numbers for investors

For individual investors we can customize our services to include any of the following:

Preparation of US and state income tax returns

Estate planning

Tracking of tax refunds

Handling all correspondence with federal and state authorities

Assistance in obtaining US tax identification numbers

Facilitating client understading of US tax laws and requirements

Assistance in opening and managing a US bank account

Setting up trusts and other beneficial investment vehicles

Each year our experienced staff of CPAs, accountants and tax experts prepares and files tax forms on behalf of more than 20,000 clients. Usually, all an investor must do is complete and return a simple questionnaire and power of attorney form - then we administer all the other requirements.

Once tax forms are filed, International Investor Services notifies investors individually to advise them of the amount of their expected tax refund. The refund check is received by our office on behalf of the investor, checked for accuracy and forwarded immediately. In the event that taxes are due, we provide complete instructions on how the investor should proceed. Should the IRS have questions regarding a return, we conduct all communications with the IRS representative and handle any necessary problem resolution as quickly as possible. Typically, these services are provided as part of our basic fee.

 

© 2006 International Investor Services, Inc.