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Non-Resident Individual Income Tax Returns for Closed-end Fund Investors


Closed-end Funds placing investor capital in U.S. real estate and natural resources face formidable tax compliance and reporting challenges. From initial investment to final sale, companies must find cost effective solutions for investors seeking a reasonable return, not diluted by high compliance and reporting costs. Rödl Langford de Kock LP's Investor Tax Service Team provides seamless solutions to overcome such challenges. Our philosophy is to provide excellent service combined with a consistent, straightforward, and exceptionally competitive pricing model. Our goal is to establish long-term relationships that benefit all parties involved. We achieve this through close cooperation with our clients and a significant, on-going investment in process automation. Investor Tax Services include:


  • Applications for U.S. tax identification numbers (ITIN and EIN):
    We will work with you and your investors to apply for and obtain U.S. Taxpayer Identification Numbers and Employer Identification Numbers


  • Individual federal and state U.S. tax return preparation:
    We will prepare forms 1040NR and related non-resident state income tax returns for your investors at a competitive market price


  • Investor Tax Notice Assistance:
    We will work with you and your investors to resolve conflicts with the IRS and state tax authorities


  • Form design and process improvement:
    Our team will assist you in creating investor tax questionaires, powers of attorney, and other investor communications. We will work with you to help streamline your investor communication processes


  • Data integration:
    We will work with you to integrate our investor database with your systems so that all investor related tax services are transparent to you


James Surface


Managing Partner Real Estate

+1 404 525 2600

Send inquiry


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