Service
Service - Living in the US, Returnees to Japan, International tax, Tax planning
How We Can Support Your Return to Japan from the U.S.
Returning to Japan from the U.S. involves significant changes to your living environment, and it’s a critical time when complex tax rules from both Japan and the U.S. can become intertwined.
We provide expert support to alleviate your tax-related concerns and questions, from before your return to after, ensuring you can confidently start your new life.
Our goal is to help you avoid unexpected tax liabilities, ensure full compliance with reporting obligations, and propose optimal strategies to protect your valuable assets.
Pre-Move Tax Consulting
Pre-return Tax Planning
Why Advance Planning Matters
Your post-return tax obligations can vary greatly depending on how well you prepare in advance. In particular, decisions such as when to sell assets or how to structure them cannot be changed after you return to Japan. Below are some of the ways we can help you prepare before your move.
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Advice on Japanese Tax Residency Determination
We advise on when you will be considered a resident for Japanese tax purposes based on factors such as your residence, number of days in Japan, employment, family situation, and resident registration.
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Advice on Remittance to Japan
We develop optimal remittance plans that take into account the potential gift tax liabilities and taxable foreign exchange gains, as well as tax-saving opportunities available to non-permanent residents under Japanese tax law.
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Strategies for Withdrawing U.S. Pension Assets
We advise on tax-efficient approaches, such as the tax treatment of various types of pensions in Japan (miscellaneous income, lump-sum income, etc.), the benefits of cashing out a Roth IRA before returning, and how to specifically identify the principal contributions of an IRA/401(k).
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Support for Planning and Executing Lifetime Gifts
We help you design effective lifetime gift strategies that take advantage of the U.S. “Unified Credit,” which is available while residing in the United States.
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Assistance in Gathering Essential Information
We identify the documents and records you should obtain before leaving the U.S., such as investment account statements and pension contribution histories, to ensure smooth tax filing in Japan.
Ongoing Support
Post-Return Tax Consulting
Why Ongoing Support After Your Return Matters
Even after returning to Japan, tax-related issues continue—such as income from U.S. assets, remittances to family members, and future inheritance matters. It is important to address these appropriately with a clear understanding of both Japanese and U.S. tax rules. Our post-return support includes:
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Advice on Income and Residence Tax
We advise on Japanese reporting methods for income from the U.S. (dividends, interest, rental income, etc.) and assist with claiming foreign tax credits.
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Advice on Withdrawing and Reporting U.S. Pension Assets
The timing and method of withdrawing pension assets can significantly affect the tax amount. We provide advice that takes into account filing requirements in both Japan and the U.S.
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Ongoing Advice on Inheritance and Gifts
We propose optimal approaches to inheritance and gift matters after your return, in line with the tax rules of both Japan and the U.S.
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Updates and Advice on Tax Law Changes
When Japanese or U.S. tax laws change, we promptly provide relevant updates and offer advice on any necessary actions.
Support for Tax Filing and Asset Disclosure
Tax Support in Japan
Why Professional Support in Japan Helps
Japanese tax filings have their own rules and formats, which differ from those in the U.S. For individuals with U.S. income or assets, working with a tax professional ensures compliance and peace of mind. Our services in Japan include:
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Tax Return Preparation
We prepare and file Japanese tax returns, taking into account your tax residence status based on factors such as your living situation, length of stay, profession, family, and resident registration.
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Preparation and Filing of the “Report on Foreign Assets”
We assist with creating and submitting the Report on Foreign Assets, required for individuals with foreign assets over ¥50 million.
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Preparation and Filing of the “Statement of Assets and Liabilities”
We support the creation and submission of the Statement of Assets and Liabilities for individuals who meet the relevant conditions, detailing both domestic and overseas assets and liabilities.
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Handling Inquiries from the Tax Office
If you receive an inquiry from the tax office—such as regarding overseas remittances—we advise on how to respond and can prepare the necessary written replies.
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Inheritance Tax Return Preparation
We provide comprehensive support for the preparation and filing of inheritance tax returns involving U.S. assets, trusts, U.S. citizens, and U.S. residents.
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Tax Services for Japanese Corporations
We support Japanese corporations with establishment, ongoing tax advisory, and tax return preparation, while taking into account potential U.S. tax implications.
Contact
Contact us via phone or through the inquiry form to book your consultation.