GW Carter Ltd, CPAs

As an individual navigating my personal taxes, I struggled to understand some of the details of reporting assets held outside the US. I knew I needed advice from a tax professional who understood international tax rules, but I wasn't sure how to find someone. I read about Gary on a post - he had written a journal article about the topic I wanted more information on. I contacted him via his website. The process was straightforward, and he responded right away. He gave us a free half hour consultation, and th

Gary is immensely kind person, and he is very knowledgable about taxation in the US, especially for people with dual status / transitioning from foreign country (e.g. foreign rental property, FBAR, Form 8938, PFIC rules, dual status transitionary year assessment, etc.). You can tell from how he explains succinctly and clearly that he has decades of experience behind his back. His quote is also fairly priced, and clearly laid out. 100% recommend.

Fantastic !!! I looked for a long time to find an accountant with a good knowledge of dual citizenship and US and international tax affairs. It was not easy as . Finally found Gary who is both incredibly knowledgeable and very helpful. Cant recommend him highly enough. UPDATE. Have now been using them since 2007 and continue to be very happy.

The whole process of my tax filing was just smooth from start to finish. GW Carter has a good process in place and excellent communication. I would definitely recommend using their services and will again in the future.

Every year, GW Carter team help me fill my taxes as a foreign US Business owner. If I have any questions, they will answer them immediately. The filling goes very fast. I will definitely recommend them to anyone.

Electronic interfaces were easy to use and easy to go back and edit, Karl was extremely responsive to my questions during the start up phase, and everything in the final return made sense to me. Extremely professional and highly recommend.

GW Carter Ltd is a great firm and I highly recommend them. They solved all my US expat Tax problems with professional knowledge, speed, patience and efficiency. Communicating with them, as well as sending them the relevant documents, was easy, even from abroad, using their intuitive and well-designed platform. They are a great team and helped me navigate the US expat fiscal system in a way that no previous CPA firm was able to do in the past. I am planning to keep working with them in the future as I am ext

Gary and Elaine have helped us with filing our taxes that includes US income as well as overseas assets and corporations for the past few years. They also helped us use the streamlined process for catching up things that were no filed correctly before we started using their services. Everything has been top notch on the process side as well as on the personal side. Efficient, friendly, timely combined with a high level of knowledge and experience. To summarize in one word - awesome.

I consider myself very lucky that I found Gary and his team. There are not many accountants out there that are experienced with foreign national taxation, but these guys are. The service was excellent. Gary did an initial assessment of my tax situation, Rene handled the logistics and Elaine prepared my returns. She did a great job, made sure everything got filed in time and answered all of my (many) questions even when she was very busy. Thank you. I would love to use your service again in the future.

Gary and his team are the most professional CPAs you will find. I got a great service regarding ITIN from Karl who kept communicating with me throughout the whole process. They went above and beyond to help me with my project. Their pricing is very competitive without putting a dent on quality of service. I intend to stick around and use them every year from now on.

Gary tax advice was extremely useful, competent, fast. His initial answers and a phone call was also free which sort of surprised me since much less competent people would have charged for the advice. He basically clarified all the questions about the taxation of an LLC and I would strongly recommend to anyone to work with him. His support made easy and trouble free the handling of complex international tax issues connected with a US LLC. Thanks Gary.

I reached out to Gary regarding forms 3520/3520A for a TFSA account. Gary answered all my questions in great detail and provided valuable advice during the free consultation. Gary has deep expertise in this area and I strongly recommend him as a CPA to handle tax filings for expats. I will definitely use GW Carter and team in the future.

I have been working with GW Carter and his team for many years. Accuracy, effectiveness and professionalism all come to mind when it comes to their services. All of your questions will be timely answered and the process is fast due to the effective use of technology. Filing tax returns in three different countries, the U.S. one gives me peace of mind because of them. Gary and team, you're awesome!

I have been working with GW Carter for over 8 years. Every single time they have provided excellent service! Returns were always accurate and accepted by the IRS with no questions. I have had complex tax returns involving more than 2 countries, GW provided excellent guidance and supported with extensions and FBARs as needed. Appreciate your service Gary!!

We can recommend GW Carter in all tax issues due to their experience with complex international informational returns. We located GW Carter doing an online search and following our initial consult contracted them. Our initial fear of the unknown was quickly resolved with Gary and Karl's timely handling of our case. What made us hire GW Carter in the first place was the completely fair and transparent pricing structure that was listed online as well as Gary and Karl's impressive experience with tax matter

Gary and Karl helped prepare our Non-Resident returns for 2017. They were very thorough, prompt and professional all the way! Being non-residents, it was critical that we were advised correctly and all the necessary information was collected from us for reporting purposes.The team took time to understand our situation, sent us a customized questionnaire and ensured that our taxes were filed promptly. With the complexities involved in filing the taxes and working through all the reporting requirements for no

After moving to the US I learned that I was presumably required to file forms 3520 & 3520-A for pension funds I had overseas. I asked friends in similar situations whether they were filing those forms, their answers were consistently no. Locally I wasn't able to find an accountant that had even heard of them, so I decided to file them as a safeguard along with my annual tax returns. Between late 2018 and early 2019, the IRS assessed 3 penalties for failure to file or filing late forms 3520 and 3520-A for th

Why I have no hesitation in giving Gary Carter and his business the strongest possible recommendation. The IRS erroneously issued me with a $10,000 penalty for a failure to file form 3520-A. When I contacted the firm who had prepared the return (whom I most definitely do NOT recommended), I was advised that their fees for an appeal wouldn?t be much less (and could even be more) than the penalty. Fortunately, I found Gary Carter?s blogpost on this very issue; issuing penalties for a correctly filed substi

I found these guys to be very helpful. It's rare to find tax advisors in the US that specialize in non-permanent resident cases, and they seemed very well informed. They have efficient systems in place for working with customers remotely via email, and they were very friendly and responsive when it came to questions. Our returns for the year were particularly complicated, and it relieved a good deal of stress having their help. All in all, I'd recommend them if you're a non-permanent resident with tax oblig

Gary, Elaine, and team provide the best experience filing business and personal tax returns. They are by far the most efficient - from onboarding and information gathering to communication and filing. I really appreciate their focus on secure communication as they provide clarity throughout the process.

I contacted GW Carter Ltd for an accounting consultation related to non-residents. Gary offered very valuable advice and guidance, and was quick and attentive in our communication. I haven't got the chance to use their accounting services yet, but Gary provided very valuable tax advice in?our consultation,?so I'm looking forward to?using their services further.

I initially became aware of the services that GW Carter provides back in 2009. At this time, I was just starting out in business and had just moved to the US and was uncertain of IRS regulations pertaining to this. My business is split between the US and Ireland which at times gets me confused! In 2009, Gary gave me some free advice via email and I've used his company ever since. Filing my tax returns every year has been painless and efficient. These guys really know how to put a Non Resident tax return tog

G W Carter Ltd provides a tax notebook where I enter all the tax information at my own pace. This provides me the capability to enter data as I receive the information from brokerage companies and mutual funds. I was also able to download some of the information from my brokerage accounts into the tax notebook. Thus I can enter data on my own pace, print the notebooks and verify data accuracy. The portal used to send tax documents is great. W-2, 1099s and K1 forms can be stored in the portal for record. It

I am using GW Carter for the second year in a row and plan to continue. Being a dual citizen of the US and UK and having worked in the UK for 12 years, I have ended up having rather complex tax issues, despite being on a modest income and approaching retirement. I was so glad to find a tax service that specializes in foreign income and assets, but with quite reasonable fees. They are friendly, efficient and accessible.

Gary is an excellent CPA who has been very helpful on a tax issue I've been dealing with. What's more, he is a very honest professional who actually tells me NOT to spend money on him when he feels there's something I can handle on my own. Recommended.

No words to appreciate? Actually I am from India and I was looking for a CPA to file my LLC?s first IT return. I was not able to find the right people who works transparently in the process and cost. Also they asked me to obtain some irrelevant applications to my LLC but I know which is not required and no one had given me a chance to explain at all. I found GW Carter myself in google and by the time, the other person also suggested the same. Gary W Carter explained in detail and allowed me to ask questions

Great service. I live abroad and the whole process was smooth. They're real pros.

I was incorrectly fined 10k for late filing form 3520. After reading Gary?s article online I hoped that he could provide me some guidance to resolve my issue. Not only was he kind and patient, he knew exactly the right clause and contact to reach out to in order to resolve my case. I can?t imagine how busy Gary is but the kind gentleman took the time out of his day to help a human in need. We need more people like Gary in this world. Can?t thank you enough!!

I am very pleased to have had the opportunity to be referred to Gary and here is my story about why I had to ask for his help. As a foreigner selling my house in Minneapolis, the closing company was enforcing the FIRPTA agreement (10% of the proceeds sent to IRS) based on the fact I did not hold a green card. Gary immediately asked me, do you pass the substantial test? I said YES, as a matter of fact I was well advanced in the immigration process and subsequently had spent enough time in the USA to pass

I can't say enough good things about them, and I can't thank Gary enough for the work he did for me. Gary is a real expert in the international tax field, and is someone that I feel incredibly lucky to have found to help with my case. If you need any help with tax advice, look no further. This is the group you want to use!

Positives: Responsive to inquiry emails. Some firms are simply totally unresponsive. Negatives: Extensive onboarding inquiry form (time-consuming, could've saved a lot of time with simpler validation questions). Declined to share how LLC financials would inform pricing. Can't handle LLC's taxed as S-Corp if the LLC owns a foreign subsidiary (at least was told that in early January it was already too late "at this point in the filing season" [to research the details associated with that]) Note: Did not act

Gary helped me with a penalty related to failure to file 3520-A. His articles and posts really helped me get my penalty resolved over the phone with the IRS. He really knows his stuff and is passionate about advocating for the taxpayer. Highly recommend!

This is the most accurate and fastest way to file your US taxes if you are not inside US. We filled online forms and that's it. The team took care of everything else. We signed the forms online and got the message from IRS that they accepted out returns. Super Sweet! Thank you for your help and support. You saved us tons of time and energy.

I felt compelled to write a review about working with Gary Carter this year. This is the fourth time I have worked with him. He and his staff have always been patient and have always found a way to deal with my somewhat complicated issues involving being based in Asia, employing foreign musicians and coming to perform in the US. It is maddeningly complex in terms of withholding and documentation. Also we don't make that much money so I?ve always appealed to Gary to do it as inexpensively as possible, which

The G W Carter team walked me through and lodged my 2015 Tax Form 1040NR complete with the associated paperwork and ID compliance. As a 'Down Under' non resident all of these requirements were unfamiliar. The GWC team provided step by step advice supported by timely electronic communications and provided the certainty I needed. The GWC service was knowledgeable and professional, the process was first class and I would not hesitate to recommend them. Special thanks to contact Karl and the GWC support team.

Very efficient and professional, I did everything by email and was able to ask questions I was unsure about. They did a tax return for the USA with a rental property in Australia, including filing an FBAR and other paperwork I still don't quite understand. Will definitely be using them while I'm living here.

It seems like every year there is something new and special about my tax declaration---the fact that I lived 36 years on two other continents can make things really complicated. Gary and his team have always done a great job helping me reduce the pain associated with preparing taxes at the busiest time of the year. Have used them for 17 years and will continue to do so.

Gary and his team (Elaine and Rene) were extremely responsive and professional. My situation is not simple but they helped me move through the process very efficiently. I will definitely work with them again in the coming years.

Rude, unprofessional and overpriced. The owner, Gary, gave rude responses when I asked for advice and more information explaining his recommendations. Overall the process was very disorganized and I was not informed on how to use the "tax notebook" until AFTER they had taken my documents and prepared my forms. That's when I had inquired as to why there was information/credits missing on my return. So basically we had to start all over. For what these guys provided, I honestly could have done the taxes on Tu

Gary is exceptionally helpful. In our consultation call, he didn't mince words and answered the questions that I have very clearly. Totally worth your time.

Attorney Carter provided fast communication and very helpful advice. I would not hesitate to use his services in the future. His intricate knowledge of tax law regarding non-resident aliens is uncommon.

GW Carter LTD they're are the best ,before now i was confused on how will i be able to fill my form 5472 as a foreigner, they actually helped me out with everything that i need and they helped me with filling and faxing the form , also have one of the best customer service support I'm super impressed,would definitely recommend!

Great experience. I have had my taxes done with GW Carter since last 3 years. Just got my 2016 taxes completed and filed. Thanks for the quick turnaround time.

Gary Carter and his team have been providing me with tax return preparation service since 2014 and I am absolutely satisfied with the quality of the service. Top ranked and highly recommended.

I highly recommend GW Carter! The tax process is simple and quick, taking advantage of technology to gather information. When I've needed to talk about tax questions, the staff have been helpful and informative.

I have been doing my taxes with G. Carter since 2009, excellent & fast service, reasonable rates. I highly recommend this firm for expats and foreigners in general, great job guys!

Brilliant accounting firm, sorted out all my complex international affairs cleanly all super quick and at a great price. Much cheaper than some other fancy tax firms that try to screw you at every corner. Highly recommend!

Used the service since 2008. High standard service every year. Precise, fast, user friendly process. Staff always reachable and with very good experience regarding foreign earnings. Was always happy to answer questions trough the whole year Excellent Return Preparation.

Great customer service. They answered all my questions and helped me file timely even though I contacted them late. My tax situation was pretty complicated and I am inspired by their ability to work through it.

Very responsive, timely and smooth. Great tax service and will definitely work with them again

Attention to detail and an easy and secure means of exchanging tax documents -- all of this delivers our tax returns ahead of the filing deadline -- which means my family has no stress as the filing deadline approaches.

Outstanding service, and highly professional. Great help for foreigners filing taxes in the USA.

Very happy with the service. Excellent communications, too. I have trusted them with our family's returns for 3 years in a row now and they never disappointed.

I wholeheartedly recommend GW Carter CPAs - they are responsive, kind, helpful and hardworking. I couldn't ask for more - thank you for making my tax declarations so easy and effective.

I had a wonderful experience working with Gary and his team. Always responsive, thorough and all around great people. I highly recommend. Thank you!

Thank you so much for your service and being so patient and understanding with me!

GW Carter is Great! They are quick - responsive - professional - and fantastic with Corporate Taxes! Thanks Karl and GW Carter!

Absolutely fantastic service. All our questions got answered immediately and super friendly. Will definitely use GW Carter in the future and would highly recommend it.

Fast, priced fairly and excellent customer service. A very recommendable firm for non-resident and streamlined procedure tax services. I would work with them again.

Excellent, efficient and well informed service, particularly for international residents. We look forward to using GW Carter Ltd into the future.

The service is exceptional, Gary and Karl are always able to answer any questions we have, and they are a real pleasure to do business with. I highly recommend them.

I have been working with GW Carter for 3 years, I am an expat living abroad. The service that I have received over these past 3 years is nothing short of outstanding.

This firm provides outstanding services. It's a real pleasure working with them knowing you will receive quality advice. I will go back

We were very pleased with GW Garter's services. I plan on using them again in the future

They work very professionally and respond quickly. Clear recommendation.

Simply excellent service. Fast online program and fast responses to inquiries. If you want minimal fuss and appreciate efficiency go here.

I trust Gary Carter and his team since 2007 and always met punctuality, courtesy and accuracy.

Worked with Gary and his team for many years and I couldn't be happier. They have gone above and beyond for me on many occasions.

Great experience dealing with U.S. taxes while abroad. I recommend them to other expats.

Fantastic accounting firm. I recommend it 100%.

Very helpful and professional in resolving a complex international tax issue I was facing.

Couldn't have find this efficient tax filling service in the entire world, Special thanks to Elaine :) & GW Carter Team.

Once again I have experienced knowledgeable and efficient service from Gary Carter and his team

Before buying their services, I give five stars for their professionalism and assistance.

Have been using this tax service for year and find its the best.

Wouldn't mind filling taxes more than once per year, with the positive experience I had with these guys.

Very satisfied! Made my life much easier!

The best combination of online tools and personal service.

Good job! From Russia with love)

Great, responsive and very knowledgeable.

Professional, fast, efficient, friendly service.

Very helpful, great service

Excellent & Professional Service.

Very professional, thank you!

Efficient and effective!