James D. Surface

Phone: +1 (404) 586-3484

Rödl Langford de Kock’s Investor Services Team provides numerous services to facilitate closed-end fund initiators with the administration of their U.S. investments. In conjunction with Rödl & Partner’s global initiatives, the Investor Services Team in Atlanta works with international clients to offer services and solutions needed and to create reliable results.

Some of the services we provide include:

  • Individual federal and state U.S. tax return preparation
  • Tax refund administration via check or direct deposit
  • Applications for U.S. tax identification numbers (ITIN and EIN)
  • Handling notices/responses from federal and state tax authorities
  • Form design and process improvement
  • Data integration
  • Training and consulting

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 benefits all parties involved. We achieve this through close cooperation with our clients and a significant, on-going investment in process automation.

Individuals who are not U.S. residents and want to engage Rödl directly for preparing their U.S. tax returns can do so at We provide the services mentioned above and have several German speaking team members as support.  Additional online services include the ability view your tax documents, pay for services to be rendered, update personal and investment information and receive status updates.

If you have any further questions, please email us at 1040NRInfo‎@‎ or call us at +1 (404) 525-2600.