We prepare personal tax returns for people from all walks of life. The base forms are Forms 1040 or Form 1040A with all types of income, deductions and credits. This includes any supporting tax and reporting forms if you have dependents, itemized deductions, tax benefits, investments, accounts or property outside the United States.
Below are just some of the additional tax items we can help you with:
- Rental property
- Investment sales, including day trading activities
- Vacation rental
- Sale of home
- Forgiven debt
- Tax benefits for post-secondary education
- Tax benefits for home ownership
- Limited partnership pass-through reporting
- And More!
Small Business Owners
Whether you are a sole proprietor or the owner of an LLC, a partnership or a small corporation, we can help with your tax returns. We work with bookkeepers if you need bookkeeping services.
U.S. Visa Workers
The type of services provided depends upon a variety of things.
- Your visa type,
- How long you have been in the United States,
- Your marital status,
- If you have qualifying dependents,
- Your income from foreign and U.S. sources,
- Your places of employment and employer reimbursement plan,
- Many other factors.
We have experience in preparing tax returns (Forms 1040, 1040-NR and 1040-C) and supporting tax forms, including the Report of Foreign Bank accounts, (FinCen Form 114, also known as the FBAR) for the following visa holders:
- Students with an F-1 visa
- Students working in OPT
- Teachers or professors with a J visa
- H-1B workers in specialty occupations in fields requiring highly specialized knowledge
- L-1 Intra-company transferees
- NAFTA workers with TN/TD visas
- O visa for a person of extraordinary ability in science, art, business, athletics or education
- Domestic employee or nanny accompanying a foreign national employer with a B visa
- Any other visa type.
Foreign nationals who are also permanent residents of the United States have the same tax reporting requirements as a U.S. citizen does. It makes no difference if you are living overseas or if your green card has expired and you haven’t yet filed Form I-407 (http://www.uscis.gov/i-407) to abandon your permanent resident status. We can help with the tax return issues.
U.S. Taxpayers Living Abroad
U.S. citizens and permanent residents living abroad are required to file U.S. tax returns reporting all income, the same as someone living in the United States. Your tax return could be very simple or it could be an extremely complex return with many, many points and issues to cover. The key is to do what is right while best protecting your interests. Late or previously inaccurate filings compound your risk. We work with tax attorneys to help you if necessary. Quiet disclosures are not as quiet as one may think.
We can help you with your tax return filings if you are working in the United States without proper documents. You are in a very scary and difficult position, we understand. We can help you get compliant with your U.S. income tax filings and in obtaining an Individual Taxpayer Identification Number if needed. You may need to correct previously filed returns to become totally compliant.
Taxpayers with Tax Problems
We are usually hired to either represent or to assist a taxpayer needing help to resolve IRS or state tax problems. Sometimes the issue can be solved rather quickly, sometimes it takes many months. It just depends upon the issues involved, the time that has passed since the problem first began, and what, if anything, was done after the first time the problem arose. Lots of factors.
Victims of Tax Identity Theft
You are, or could be, the victim of tax identity theft if your name, Social Security number and date of birth were stolen by an identity thief or as part of a data breach. You need to take steps to protect yourself and perhaps correct your federal and state tax account. We can help you through the process to safeguard your future tax return filings, obtain stolen tax refunds, get suspended tax returns processed, and to stop IRS or state collection activity for taxes you do not owe.