High-net-worth individuals and their families have diverse wealth structures and globally distributed assets, resulting in an exceptionally complex and dynamic tax environment. We deeply understand that your tax objectives extend far beyond mere compliance—they are central to your strategies for wealth preservation, efficient succession planning, and long-term growth. VICI TAX’s high-net-worth individual tax services are designed to serve as your most trusted tax navigator, charting the optimal course through the complex waters of tax law.

Our Core Services:

1. Federal and State Tax Filing for Individuals and Families

2. Tax Filing for U.S. Non-Residents

3. Small Business Owners and Family Offices

4. Cross-Border Tax Services

* Tax Compliance and Planning for Foreign Nationals

* Disclosure and compliance procedures for overseas financial assets

* U.S. estate tax returns

* Dual-status filing for new immigrants and those transitioning between immigration statuses

* Simplified catch-up filing procedures for unreported foreign financial assets

* IRS-authorized CAA, ITIN applications, and tax refunds for foreign nationals.

5. Executive Compensation / Equity Incentives

* RSU, ESPP, ISO, NSO, QSBS