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Managing financial interests in both India and the United States can create tax questions that cannot always be addressed through regular income tax return filing.
A change in tax residency, receipt of foreign income, sale of Indian property, US investments, ESOPs, cross-border business payments, or movement of funds between India and the US may require review from more than one tax and regulatory perspective.
India-US Tax Planning Advisory from Ebizfiling helps individuals, NRIs, founders, and businesses evaluate the India-side tax implications of such decisions and understand where DTAA provisions, residential status, foreign income reporting, or related compliance may become relevant.
The advisory is based on the client’s actual facts. Instead of applying a standard answer to every cross-border situation, Ebizfiling reviews the nature of income, residency position, assets, transaction structure, and applicable reporting requirements before suggesting the next course of action.
India-US Tax Planning Advisory is useful for individuals and businesses with income, assets, investments, or transactions connected with both India and the United States.
Ebizfiling provides cross-border tax advisory for individuals and businesses based on their residency, income, assets and transaction structure.
India-US tax matters often involve more than one issue at the same time. A person relocating to the US may still own Indian property, hold investments in India, and receive income from Indian sources. Similarly, an Indian business dealing with a US company may need to consider taxation, treaty provisions, and transaction structure together.
Ebizfiling helps by providing:
Depending on the nature of the India-US transaction, the following services may also be relevant:
For professional assistance, call +91 9643203209 or email info@ebizfiling.com.
Moving countries, selling assets, receiving foreign income, exercising ESOPs, investing, or restructuring your business?
Share your situation with our experts and get your India-US tax position reviewed before you proceed.
Select the situation that best matches your India-US tax requirement.
(All Inclusive)
Understand possible Indian filing or disclosure requirements before the applicable compliance stage.
Residency can directly affect which income and assets may become relevant for Indian taxation and reporting.
Determine whether the India-US tax treaty contains provisions relevant to the particular income or transaction.
Salary, rent, investments, ESOPs and business income can be evaluated as part of one cross-border tax position.
Receive tax input before executing a relocation, investment, property transaction or business arrangement.
Know the relevant India-side tax implications before completing a major transaction instead of discovering them at return-filing stage.
5 Easy Steps
Share Your Tax Requirement
Expert Review
Residency, Income and DTAA Analysis
Receive Practical Advisory
Proceed with Applicable Compliance
Ebizfiling provides service-specific assistance based on the client’s actual requirement.
The advisory scope depends on the complexity of the case and the information provided by the client.
India-US Tax Planning Advisory is professional tax guidance for individuals and businesses whose income, residency, investments, assets or transactions involve both India and the United States. It can include review of Indian tax residency, DTAA provisions, foreign income, overseas assets, property transactions and business arrangements.
It is generally useful to seek advice before relocating, selling property, making a major cross-border investment, exercising or selling foreign ESOPs, starting an India-US business arrangement or completing another transaction that may affect taxation in either country.
Indian residential status is determined separately for each tax year under the applicable Indian income-tax provisions. The number of days spent in India and certain additional conditions may affect whether an individual is treated as resident, non-resident or resident but not ordinarily resident, as applicable.
For tax years beginning on or after 1 April 2026, residential status is determined under the Income-tax Act, 2025. The Income Tax Department has clarified that the basic individual residency tests continue under the new law, although specific exceptions and additional conditions must still be reviewed according to the taxpayer’s circumstances.
The India-US Double Taxation Avoidance Agreement is the income-tax treaty between India and the United States. It contains rules relating to taxation of various categories of income and mechanisms for addressing double taxation in eligible cases. Treaty treatment depends on the specific article, taxpayer status and applicable conditions.
Not automatically. The DTAA may provide relief, tax credits, allocation of taxing rights or other treaty treatment depending on the type of income and circumstances. Eligibility should be reviewed separately for each case.
Yes. A US resident may still have Indian tax obligations where income arises from India or another taxable connection exists under Indian law. Rental income, capital gains, business income and certain investment income are common examples requiring review.
Tax advice may be useful where an NRI owns, rents, purchases or sells property in India. The transaction may involve Indian income tax, capital gains, TDS, return filing or other tax-related requirements depending on the facts.
The tax treatment depends on the individual’s residential status, type of income and nature of the transaction. Dividend income, sale of shares and foreign asset reporting may require separate review under applicable Indian tax provisions.
Foreign asset reporting can apply to certain taxpayers depending on their residential status and applicable return requirements. It should not be assumed that the same disclosure requirement applies to every resident, NRI or RNOR taxpayer.
ESOP taxation depends on factors such as employment location, residency, vesting, exercise, sale and the terms of the employee stock plan. Cross-border ESOP cases should therefore be reviewed using the actual grant and transaction documents.
Yes. Ebizfiling can review the Indian tax implications connected with residency change, Indian income, investments, property and other relevant financial interests before relocation.
Yes. Returning individuals may need to evaluate residential status, overseas investments, foreign income, bank accounts and other assets from an Indian tax perspective. The applicable treatment depends on the facts and tax year.
Transfer pricing may become relevant where transactions occur between associated enterprises and fall within the applicable Indian transfer pricing framework. The relationship between the entities and the transaction should be reviewed before concluding that transfer pricing compliance applies.
Yes. A US company planning Indian operations can seek advisory on relevant India-side tax considerations, transaction structure and related compliance issues before establishing or expanding its Indian activity.
No. Legitimate tax planning involves understanding applicable tax laws, treaty provisions and compliance requirements before making a transaction. It does not permit concealment of income, false reporting or arrangements that violate applicable law.
A Tax Residency Certificate can be relevant when treaty benefits are claimed, subject to applicable Indian legal and documentation requirements. Additional documents or forms may also be required depending on the taxpayer and transaction.
No. Form 10F requirements depend on the taxpayer’s circumstances, information available in the Tax Residency Certificate and the applicable Indian rules. Its applicability should be reviewed before filing.
The time required depends on the complexity of the case, number of income sources, entities or transactions involved and availability of supporting documents. A straightforward advisory may require less analysis than a multi-entity or multi-transaction cross-border case.
If the review identifies an applicable Indian tax filing, return, documentation or other compliance requirement, Ebizfiling can assist with the relevant service separately based on the agreed scope.
Get professional India-US tax planning advisory services at just INR 1,999/- only.
Ebizfiling provides expert guidance on India-US tax planning for global businesses.
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