If you’re seeking tax solutions with the IRS or the Taiwan tax office, you’re not alone. At Delsol CPA Firm, we have been handling numerous tax cases involving both US and Taiwan tax authorities. Let's explore two common scenarios and how we helped our clients:
Case 1: Amending a U.S. Tax Return Due to an Error
One of our clients faced an issue with the 2021 tax return, leading to complications with the IRS. Due to a minor error, the IRS recalculated his taxes, resulting in a significant bill for additional taxes, penalties, and interest. It seemed that the IRS had inadvertently double-counted this client's foreign-earned income. He was advised to file an amended return using Form 1040-X, but the client couldn’t determine what changes he should make to the account so he couldn't complete it.
After multiple attempts to reach the IRS without getting the needed information, the client contacted us for help. Our team stepped in to:
Communicated with the IRS: We communicated directly with the IRS to clarify the error and gather the necessary information.
Requested Penalty Relief: We requested the alleviation of all penalties due to the error was unintentional and based on a misunderstanding.
Sought a Refund: We helped the client refund tax relief credit plus tax withheld from his dividend income for the tax year 2021 purposes.
Ultimately, after two months of consistent follow-up with the IRS, we successfully resolved the issue, saving the client from paying excessive penalties and ensuring their tax return was amended correctly.
Case 2: Taiwan Tax Filing for Expats
Another common issue expats face in Taiwan is failing to file taxes before leaving the country. Many expats are unaware that, depending on their nationality, residency status, and income source, they may be required to file taxes even after their departure. We recently helped a client who had left Taiwan without completing their tax return, which resulted in a notice from the Taiwan tax authority regarding unpaid taxes. We assisted by:
Manual Filing: Since clients were no longer in Taiwan, electronic filing was not an option. Given clients' absence, we represent them to coordinate with the local tax office to file their returns manually.
Residency and Tax Treaty Considerations: Taiwan has tax treaties with various countries that can affect the tax liability of foreign nationals. We carefully reviewed each client's situation based on Taiwan’s treaty agreements with their home country.
Long-Term Tax Planning: We also provided advice for long-term tax planning, helping the client minimize future tax liabilities and ensuring compliance with both Taiwanese and home-country tax regulations.
Comprehensive Tax Solutions
At Delsol CPA Firm, we offer more than just tax filing services. Our team of certified CPAs—licensed in Taiwan, the US, and Australia—provides tailored solutions to fit your unique financial situation. We assist clients in navigating tax treaties, residency issues, and income classifications to avoid unexpected tax liabilities.
We can help you:
Understand complex tax laws
Navigate tax treaties and residency requirements
Minimize your tax liability
Resolve tax disputes
Whether you need to amend US tax returns, resolve tax issues with the Taiwan tax office, or plan for future financial success, we can help. Our expert CPAs will guide you every step of the way, ensuring compliance with international tax laws while optimizing your tax strategy.
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