Services for Individuals

Concierge services for individuals in areas such as financial, tax, legal, business, estate, and other matters in the U.S.A.

We offer concierge services for individuals, which entails performing specific services on a client’s behalf. Our role is to execute or organize the execution of services requested by the client in the U.S.A.

Many fields such as legal advice, auditing, banking, corporate investigations, etc., require special federal and state licenses in the U.S.A. Given the wide variety of tasks we perform for our clients and the broad spectrum of specialized federal and state licenses required by the states and federal governments (each state issues its licenses and permits to perform certain public trust professions like lawyer, certified public accountant, financial advisor, investment banker, stockbroker, real estate agent, etc.), in order to provide such professional services to our clients, we collaborate with individuals or companies equipped with specialized licenses and permits, or we seek them out in all possible U.S. states.

During discussions with the client about the scope of the service contract, all details regarding the execution of the service will be agreed upon. We make every effort to ensure that the business or personal goals discussed with us by the client are achieved. Our success and our remuneration are always strongly correlated with our client’s success. Below we present a list of potential services for individuals:

Facilitating the establishment of bank accounts for non-resident individuals in the U.S.A.

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Organizing the preparation of tax returns for individuals who are not residents of the U.S.A., but who have assets in the U.S.A.

Organizing the preparation of tax returns for individuals who are tax residents of the U.S.A., but living abroad. U.S. citizens permanently residing abroad (as all other citizens of the U.S.) are required to file annual tax returns for the given year by April 15 of the following year and pay the due federal taxes of the United States.

Assisting individuals in purchasing goods, machinery, equipment, and all kinds of technical products on order in the U.S.A. with delivery to a specified address in Poland (or another country).

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Assisting clients in buying or selling entire companies or their parts in the U.S.A. or Poland, or other assets

Checking the credibility of individuals or other organizations in the U.S.A.

Searching for individuals in the U.S.A.

Assisting Polish clients in dealings with law firms in the U.S.A.

Assisting Polish (or other) clients in handling estate matters in the U.S.A. to receive inheritance left by a U.S. resident, to which they have a legal right.

Assisting clients with contacts with American law firms in handling work, student, business, or permanent residence visas in the U.S.A.

Assisting in finding jobs in the U.S.A. for professionals from Poland and other countries.

Organizing the purchase or sale of real estate in the U.S.A.

Please note that the list of our services presented above does not contain all possible services that we can perform or organize the execution of for our clients. Therefore, we ask you to contact us even if the service is not listed above. In individual consultations with you, we will determine if we can be of assistance. We look forward to working with you and appreciate the opportunity to earn your trust.