TRM Tax Solutions

Where Tax Problems Become Practical Solutions

Tax preparation service in Newark, CA (show on map)

5.0

★★★★★

8 reviews

TRM Tax Solutions provides clarity-driven tax and business support for individuals, entrepreneurs, and globally mobile professionals including U.S. Expats and U.S. Nonresident Alien Foreign Nationals.

Call (510) 980-1781

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About

Based in Newark, California, TRM Tax Solutions focuses on serving individuals whose financial lives involve foreign income, global investments, or cross-border business interests. The firm provides specialized tax preparation and advisory services for high-net-worth individuals, internationally mobile professionals, and investors managing assets across multiple jurisdictions.

Their work extends beyond annual filings to provide ongoing advisory support, allowing clients to maintain confidence that their reporting obligations are being addressed correctly.

Specialization in expat and foreign national tax situations

Process-driven methodology for international tax strategy

Structured discovery process for client onboarding

Disciplined compliance approach

Newark Chamber of Commerce member

Services

U.S. Expat Tax Preparation

Tax preparation and advisory services for U.S. citizens living abroad including foreign income reporting, FEIE, FTC, and FATCA compliance.

Foreign Earned Income Exclusion Foreign Tax Credit FATCA compliance Cross-border filings

Foreign Nationals Tax Filing

Clear guidance on U.S. tax obligations for nonresident aliens including treaty benefits, residency rules, and investment or real estate reporting.

Form 1040NR Substantial Presence Test Treaty benefits

Corporate Tax

Corporate tax preparation and planning services.

Corporate tax returns Tax planning

Partnership Tax

Partnership tax preparation and compliance services.

Partnership returns K-1 preparation

High Net Worth Tax Planning

Strategic tax planning for high-net-worth individuals with complex multi-jurisdiction situations.

International tax strategy Asset protection Wealth preservation

Tax Representation

IRS and Franchise Tax Board representation including audit support, penalty abatement, and offer in compromise.

Audit representation Penalty abatement Offers in compromise Installment agreements

Credentials & Certifications

National Association of Tax Professionals (NATP) Member

National Society of Accountants (NSA) Member

Reviews

Rating

★★★★★

Reviews

"She promptly addresses any questions or concerns, ensuring a smooth process."

Frequently Asked Questions

Who does TRM Tax Solutions serve? +

They serve U.S. Expats and globally mobile professionals, U.S. Nonresident Alien Foreign Nationals, entrepreneurs and small business owners, real estate investors, and individuals with complex tax situations.

What services do they offer? +

Services include U.S. expat tax preparation, non-resident U.S. tax filing, international tax consulting, high-net-worth tax planning, bookkeeping for investment entities, and tax representation.

Where are they located? +

TRM Tax Solutions is located at 39899 Balentine Drive, Ste 200, Newark, California 94560.

What is their approach to tax planning? +

They use a process-driven methodology designed to uncover key financial details early in the engagement and develop strategies that support accurate reporting while helping clients maintain long-term tax efficiency.