Business Services Profile
PanUS is a Panamanian corporation developed under a franchise agreement from TR-R International, LLC which was founded in Atlanta, Georgia in 1994 by Thomas H. Rowley, Ph. D., CPA. As an accountant, entrepreneur, and educator his goal has always been to provide his clients with the highest level of professional expertise presented with personal service. The USA firm specializes in financial forecasts and business valuations, strategic planning, and assisting business owners in adapting the structure of their business organization to match their long-tem financial goals.
The Panamá organization focuses on providing accounting services for ex-Pat entrepreneurs and small business, especially those in the real estate industry and tourism-related fields in Panamá and the Caribbean Basin. The team of professionals in Panamá includes US and Panamanian CPAs, and Panamanian and Costa Rican attorneys. The team's experience gives them a unique perspective for investors in the following areas:
Real estate investment & development
Building & construction
Property management
Small hotels, restaurants and B&Bs
Travel agents and Tour operators
The Panamá firm´s primary services include:
Business Plans and organizational design
Management controls & reporting systems
Design & monitoring of internal control systems
Compliance reporting & tax filing services
Business valuations form mergers & Acquisitions
Financial feasibility analyses
Project forecasts and budgets
The firm´s ancillary services for primary service company owners, executives and select individuals include:
Estate and legacy planning
Ex-Pat reporting requirements
Individual tax services
You will save money and weeks of frustration and anxiety over the decision and transition to invest or move if you know what you'll learn in your private one-on-one consultation with an experienced ex-pat CPA who will tell you what your US-based CPA either doesn't know or more often, is usually ill-informed about. In addition to these packages we provide tax and periodic reporting services, contact us for information about your specific needs.
Curious investor or retiree
We will answer your questions about the pros and cons of living, working and/or investing offshore. Some typical questions we answer include an explanation of the:
US tax benefits and filing requirements of ex-pats;
US Social Security adjustments and pension filing requirements;
Panamanian tax exemptions available to ex-pats;
Panamanian tax reporting requirements for resident and non-resident investors;
How to avoid the penalties for failure to file or report timely & accurately:
Effective communications options for getting documents and materials in and out of Panama
Minimum retainer $500
Determined investor or retiree
All of the information provided to the curious person with the additional answers of your specific questions about banking and protecting your wealth. Some of the common issues raised by those who are convinced of the benefits of moving offshore include an explanation of the sources and suggestions of how to minimize the frustrations with the government red-tape in obtaining the documentation needed to live a/o work in Panamá; Help in understanding Panamanian labor laws, including vacations & holidays, `aguinaldo'/13th month, caja and related reporting requirements; Coordination and assistance in dealing with your offshore services provider.
Minimum retainer $1000
Committed investor or retiree
For those who not only have made the mental decision but have made the financial commitment to establish business and investments offshore, we also provide a management service to assist you in managing and understanding the ebb and flow of your offshore business.
You get all the information provided above plus setting up a computer-based management accounting and reporting system.
- To provide the information needed to effectively manage your business and provide the necessary data to promptly and accurately file the required US and Panamanian income taxes.
- Two hours Training for your administrative assistant to use the software.
- Assistance and guidance for obtaining the right documents and forms and licenses to do business and banking in Panamá.
Minimum retainer $1500
Management Accounting & Reporting System Design and Installation
PanUS will design a computer-based system that doesn't require you to be an accountant to use it. We consult with you to determine your needs coupled with the various reporting entities requirements.
Our management-focused system provides you with the information you need to effectively manage your business and to have readily available the information needed on a timely basis to file the various compliance reports of a variety of agencies both local and US-based. We will establish the system on your computer and provide two or three hours of in-house training to get your administrative assistant confident and comfortable with the day-to-day operations.
Minimum AIS Design Fee $1000