Definition

What is a U.S. Agent?

A U.S. agent is appointed for the limited purpose of accepting service of process with regard to witnesses and books and records.The effect of these rules is to allow the IRS access to the information required for determining tax liability in all events and regardless of the secrecy laws of foreign countries.

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Welcome to Fortress Trust Services PDF Print E-mail

Fortress Trust Services, LLC. (Fortress) is an independently owned, third-party administrative services company serving a variety of financial institutions in the international financial market. While operating with companies around the world, Fortress specializes in U.S. compliance for the U.S. taxpayer utilizing international trusts, bank accounts, brokerage accounts and insurance structures.

The U.S. Government requires all foreign trusts owned by U.S. taxpayers to have a Registered Agent located in the United States for the purpose of providing the Internal Revenue Service (IRS) local access to all trust records. Fortress, located in Tampa, Florida, serves as the Registered Agent for a number of foreign trust companies.

In addition, other financial institutions contract with Fortress to provide a variety of services including record keeping, accounting, client services, client billing and the preparation of U.S. Treasury Department reports and U.S. tax forms. These reports and forms include Forms 3520, 3520-A, 5471, 1120-F, 926, 8832, 8858,8865, SS-4, TDF 90-22.1, and excise tax returns, Form 720.

Fortress Trust Services also implements and administers agreements reached between banks, trust companies, insurance companies, and brokerage houses.

Most recently, Fortress has recognized the need for a company to represent clients who have non-compliant international structures, and who understand the necessity of being pro-active in approaching the IRS and the U.S. Treasury Department in order to minimize taxes, penalties, and to possibly even avoid criminal charges.

 

Contact Fortress

Fortress Trust Services, LLC
8751 N. Himes Ave.
Tampa, FL 33614
Tel.  813-933-9360
Fax. 888-367-8180

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