💻 🇺🇸🇮🇳 SAN FRANCISCO · US & INDIAN TAXATION FOR NRIs

NRI Tax Consultant in San Francisco

Trusted India–U.S. Tax Consulting Services in San Francisco for NRIs, OCI Cardholders, U.S. Citizens, Green Card Holders, Startup Founders, and Returning Indians

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  • 🎓 CA & CPA Managed
  • đź”’ Secure & Confidential
  • 🌍 Serving NRIs in 40+ Countries
  • ⚡ Fast Response Within 48 Hours
NRI Tax Support for San Francisco NRIs in the USA
  • Indian Income Tax Filing
    ITR filing for Indian rental income, capital gains, interest, investments and other taxable income.
  • DTAA & Foreign Tax Credit Support
    Understand India–US tax treaty provisions and coordinate eligible tax relief to help avoid double taxation.
  • Property & Capital Gains Tax
    Support for TDS, capital gains, exemptions and tax reporting when buying or selling property in India.
  • Repatriation & NRI Compliance
    Guidance on NRE/NRO accounts, fund repatriation, TDS and other Indian tax compliance requirements.
Get Tax Assistance
  • INDIAN ITR FILING FOR NRIs IN THE USA
  • DTAA & TAX RELIEF SUPPORT
  • INDIAN PROPERTY & CAPITAL GAINS TAX
  • TDS & FUND REPATRIATION GUIDANCE
San Francisco- Why Expert Help

Professional US + Indian Tax Consultant in San Francisco

The Bay Area contains one of the biggest communities of Indian tech professionals globally, with NRIs working in major companies in Silicon Valley on H-1B, L-1, and green card status. Many of them also possess equity compensation in the US as well as investments, property, and family accounts in India. 

This dual investment profile brings complex tax filing requirements, i.e., US federal and California state tax returns, for NRIs living there. It also includes FBAR and FATCA disclosures of Indian assets and accounts crossing the threshold limit. Additionally, filing an income tax return in India on rental income, NRO interest, or capital gains earned there. 

Managing tax obligations of both countries is overwhelming for NRIs. To help them out, at Savetaxs, we provide comprehensive support to NRIs living in San Francisco and the Bay Area. Our US & India tax consultant services include US tax filings and equity compensation reporting, Indian ITR filing, DTAA optimization, and tax notice resolution on either side, ensuring that nothing falls through the cracks.

  • 410+Bay Area-based NRI clients with dual US-India tax filings served
  • $52M+Accuratley reporting of foreign assets under FATCA for our clients
  • 30+US states where our NRI clients currently reside and file taxes
  • 97%Notice success rate in the last three years with IRS & Indian income tax authorities

Facing Issues in Filing Taxes in Both the USA and India?

Get clear and practical advice as per your US-India tax situation, i.e., from FBAR and RSUs to Indian ITR and DTAA relief- managed by experienced tax professionals. 

Talk to an Expert
  • 0+
    NRIs Helped
  • â‚ą0 Cr+
    Tax Savings
  • 0+
    Tax Experts
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    Filing Accuracy
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    Countries Served
NRI Services in San Francisco

Complete Tax & Compliance Services for San Francisco-Based NRIs

End-to-end tax, banking, and compliance support for NRIs with San Francisco-linked income, assets, or obligations — fully online, no India visit required.

India-US Tax Filing Services for NRIs

India + US Tax Filing

File your US and Indian taxes accurately with expert CA & CPA support for DTAA benefits, FBAR, FATCA, capital gains, foreign income, and cross-border tax compliance.Get Started
Moving Back to India Services for NRIs in the USA

Returning to India Assistance

End-to-end support for NRIs returning to India, including RNOR tax planning, banking transition, FEMA compliance, and investment guidance.Get Started
FBAR & FATCA Filing Services for NRIs in the USA

FBAR & FATCA Filing

Accurate FBAR and FATCA filing support for NRIs with US foreign asset reporting guidance.Get Started
US-India Cross Border Tax Planning for NRIs & OCIs

Cross-Border Tax Planning

Reduce double taxation, optimize capital gains, and manage India-US tax compliance with guidance from cross-border tax experts.Get Started
NRI PAN Card Services for Indians in the USA

NRI PAN Card Services

Apply, correct, or reissue your PAN card online with expert support for NRIs across the USA.Get Started
Real Scenarios

SAN FRANCISCO NRI USE CASES

Real Scenarios Handled By Savetaxs

Tech Equity

Software Engineer With RSUs And Indian Rental Income

A San Francisco-based Green Card holder had unreported RSU vesting events alongside undisclosed rental income from a Bangalore flat. We reconciled both, filed a corrected US 1040 with FTC, and an Indian ITR for the applicable years.

NRO Account

Untracked TDS On NRO Fixed Deposit Interest

A South Bay-based NRI was paying tax twice on NRO fixed deposit interest — once via Indian TDS and again in the US. We claimed the foreign tax credit correctly under DTAA and filed both returns in sync.

PFIC Exposure

Indian Mutual Funds Triggering Punitive US Tax

A Bay Area-based US citizen holding Indian mutual fund investments was flagged for PFIC exposure. We restructured the portfolio and filed Form 8621 correctly for the prior year.

Property Sale

Sold Ancestral Property In India, Repatriated Proceeds

A San Francisco-based NRI sold an inherited property in India and needed Form 15CA/15CB, TDS computation, and capital gains reporting on both the Indian ITR and US 1040 before repatriating funds.

How It Works

4 Simple Steps to Expert-Backed US-Indian Taxation Services

Solve your US and India tax obligations online- from first call to final resolution, designed specifically for NRIs living in San Francisco. 

1
Expert Consultation

Understand your US-India tax situation on a 30-minute call with our tax expert and get a clear idea of it.

2
Document Collection

Receive a personalized checklist. Upload all the documents according to it on our safe and encrypted portal. 

3
Filing & Execution

Our experts prepare both your US and Indian tax returns. You only have to digitally review them and give your approval before submission.

4
Compliance Closure

On both sides, confirm acknowledgements, track refunds, and provide follow-up until your case is fully resolved. 

Speak with an San Francisco NRI Tax Expert

Sort Down Your US and India Taxes Easily from San Francisco

On a 30-minute call with our tax expert, understand your tax situation in the US and India without any commitment or invoice. Just a dedicated tax expert walks you through your US-India tax obligations and provides you with a clear action plan on what should be done. 

  • Personalized Assessment — On the call itself, our tax experts review your US income, equity compensation, India assets, and obligations in both countries. 
  • Clear Action Plan — Our team provides you with a clear action plan that contains your exact tax filing requirements in both countries, the timeline, involved costs, and everything that should be done.
  • DTAA Optimization — Our experts review both your US and India tax exposure so you do not pay more than your tax obligation.
🛡️ SaveTaxs Compliance Assurance: If a notice arises due to an error from our side, we handle the complete response at no additional cost.
Choose How You’d Like to Connect

Connect with an San Francisco-focused NRI tax expert — quick response and practical guidance.

  • Schedule a Consultation
    30-minute call to discuss your San Francisco-related tax situation
    Schedule a Consultation
  • Chat on WhatsApp
    Quick support, document sharing, and instant guidance
    Chat on WhatsApp
  • Send an Email
    Detailed queries with structured expert response
    Send an Email
15,000+NRIs Helped
â‚ą10 Cr+Tax Savings
50+Tax Experts
98%Filing Accuracy
Why Savetaxs

Trusted US & India Tax Consultant in San Francisco

CPA, EA & CA Certified

Simplify cross-border compliance with our integrated team of US and Indian tax experts.

100% Online

Our US-India tax consultant services are fully digital with no need to visit anywhere.

Dual-Country Focus

The entire platform is designed around US-India NRI tax compliance with deep expertise. 

DTAA Specialists

Our team actively optimizes the India-US treaty rules to avoid double taxation.

FATCA Compliant

Every tax service of ours stays compliant with FBAR/ FATCA rules to avoid filing violations. 

Dedicated RM

Assign one relationship manager who knows your tax profile and quickly responds to your every query on time.

Resolve Your US + Indian Taxes from Anywhere

Free consultation. No commitment. Guaranteed response in 48-hours

Book a Call

What San Francisco NRIs Say

Our satisfied clientele speaks volumes about the quality of our services.

Finally Found Tax Experts For Handling My US & India Taxes

For years, I have been working in San Francisco and was filing my US taxes myself; because of this, I completely overlooked my rental income in India. Thanks to the Savetaxs team, who handled both my US tax return and Indian ITR filings and ensured everything matched perfectly. Must say their understanding of cross-border taxation provides me real peace of mind.

RS
Rahul Sharma
Excellent Help With RSUs and ESPPs

My tax situation get incredible complicated because of my RSUs, ESPPs, and stock sales. In this difficult situation, Savetaxs reported everything accurately, optimized my tax credits, and helped my paying taxes twice through their dual tax filing services. The expertise of their experts with Silicon Valley compensation is amazing.

PN
Priya Nair
Solved My FBAR and FATCA Issues

I did not realize I needed to report my Indian bank account under FBAR and FATCA. The tax experts at Savetaxs quickly reviewed my bank accounts, correctly filed everything, and explained every step to me. The professionalism of the team made the entire process smooth. Surely they are the best NRI tax filing services in San Francisco.

AP
Arjun Patel
Smooth Indian Property Sale Reporting

After selling my property in India, I had no idea that I had to report this transaction in both countries (India and the USA). Thanks to tax experts at Savetaxs who managed my capital gains calculations and provided me guidance on Form 15CA/CB and flawlessly reported my capital gains income in the US. Strongly recommended to anyone looking for reliable US Indian taxation services in San Francisco. 

SI
Sneha Iyer
Great Support for Green Card Holders

As a green card holder living in California, I was looking for someone who understood both IRS and Indian tax laws. Savetaxs handled my California taxes, federal tax return, Indian ITR, and DTAA planning with complete accuracy. 

KR
Karthik Reddy
Helped Me Resolve an IRS Notice

I was very overwhelmed when I received an IRS CP2000 notice, but thanks to Savetaxs, who immediately reviewed my case, prepared a detailed response, and professionally handled all communications. The tax experts on their team resolved the issue without any stress.

AM
Ankit Mehta
Outstanding Cross-border Tax Planning

I own investments in both countries, India and the US. My investments include mutual funds and NRO deposits. The tax experts at Savetaxs explained PFIC reporting, foreign tax credits, and DTAA benefits in simple terms while preparing my tax returns accurately in both countries. 

NK
Neha Kapoor
Highly Recommended For Bay Area NRIs

I was looking for a tax expert who understands the challenges faced by an NRI working in Silicon Valley. The tax professionals at Savetaxs exceeded my expectations and managed my US and Indian taxes and equity compensation reporting under one roof. 

VM
Vivek Menon
Hassle-Free Filing From Start to Finish

The entire US + Indian tax consultant process was completely online and very organized. Their document checklist, secure, encrypted portal, and regular updates made my US and India tax filing convenient. With Savetaxs by my side, I don't have to worry about missing a tax deadline.

AV
Aditi Verma
Trusted Advisors for Cross-border Taxes

For the last two years, I have been using Savetaxs, and I have had a great experience. Must say their team is responsive, knowledgeable, and always provides you with relatable advice on FBAR, DTAA, RSUs, and Indian tax compliance. Highly recommended tax consultant for NRIs in San Francisco with US-India tax obligations. 

SG
Saurabh Gupta
Explore Tools & Resources

Useful Tools for San Francisco-Based NRIs

Income Tax Calculator

Income Tax Calculator

Use the Savetaxs Income Tax Calculator to estimate your tax liability under both the old and new tax regimes for FY 2026–27 (AY 2027–28).

Explore Income Tax Calculator
TDS Calculator

TDS Calculator

Calculate the appropriate TDS on all outgoing payments and ensure accurate tax deduction and compliance.

Explore TDS Calculator
Capital Gain Tax Calculator

Capital Gain Tax Calculator

Easily Compute Your Short-Term and Long-Term Capital Gains Tax with This Comprehensive Capital Gain Tax Calculator

Explore Capital Gain Tax Calculator
401(K) Calculator

401(K) Calculator

The 401(k) retirement planning calculator is a tool that helps you estimate your 401(k) balance at retirement and distributions in retirement based on your income, age, salary increase, percentage of contribution, and return on investments.

Explore 401(K) Calculator
Federal Tax Calculator

Federal Tax Calculator

Quickly Estimate Your Federal Income Tax Liability with the Easy-to-Use Federal Tax Calculator

Explore Federal Tax Calculator
Tax Bracket Calculator

Tax Bracket Calculator

Easily Determine Your US Federal Income Tax Slab and Estimate Liability with the Tax Bracket Calculator for Smarter Financial Planning

Explore Tax Bracket Calculator
New Tax Regime Calculator

New Tax Regime Calculator

An Easy Online Tool to Calculate Your Income Tax Liability Under the New Tax Regime

Explore New Tax Regime Calculator
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NRI Tax Consultant in New York

NRI Tax Consultant in New York

Trusted India–U.S. Tax Consulting Services in New York for NRIs, OCI Cardholders, U.S. Citizens, Green Card Holders, and Returning Indians with Cross-Border Tax Compliance Needs

Explore NRI Tax Consultant in New York

Common Tax Filing Mistakes San Francisco NRIs Should Avoid

Here is a list of common errors that we regularly fix for our NRI clients in the Bay Area- often they find out after receiving a tax notice.

  • Missing FBAR filing
  • Skipping the Indian ITR
  • Mis-tracked RSU Cost Basis
  • Missed DTAA Credit
  • Untracked PFIC Holdings
  • Wrong TDS on NRO Interest
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Frequently Asked Questions

It depends on whether you have India-sourced income or not. Considering this, if you have India-sourced income such as capital gains, rent, or interest on NRO accounts above the basic tax exemption limit, then you need to file taxes in India regardless of where you live currently. 

RSUs are taxed as your ordinary income on vesting and capital gains on sale, while ESPPs include both ordinary income and capital gains depending on the holding period. For accurate US and California tax filings, it is vital to track both RSUs and ESPPs carefully. 

No, it is correctly handled; you do not have to pay tax twice on the same income in the US and India. Considering this, the India-US DTAA allows you to claim a foreign tax credit in one country for taxes already paid in the other, preventing double taxation on the same income.

The IRS Streamlined Filing Compliance Procedures allow taxpayers to catch up on their missed FBAR and tax filing without facing usual IRS penalties, provided it is non-willful. 

Yes, Indian mutual funds are taxed differently under US rules. Considering this, under the US tax laws, Indian mutual funds are generally classified as PFICs and carry special, often punitive, reporting and taxation requirements that need proper handling.