Reporting und Controlling

Gaining an Overview and Deeper Insights

Financial information tailored to your requirements

Whether you are a US person and regardless of where your assets are held, you should take care to meet your reporting obligations. The penalties for failure to complete a reporting form are severe and in some instances exceed income taxes.

We are familiar with IRS and other US reporting requirements for individuals and entities, such as FBAR, Form 1099, W9/W8, Form 3520 and tax base reporting to name a few. The information for these reports is provided by custodian banks and we assist and provide guidance wherever needed.

Within the Kaiser Partner Group, it is possible to arrange for consolidated reporting of all of your accounts. Due to our group’s commitment to US clients, all areas within Kaiser Partner can readily provide financial information and reporting tailored to US requirements for those assets held in custody within the group.

Becoming a Client

Six easy steps to becoming a client of Kaiser Partner Financial Advisors