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SERVICES & TAX FORMS
Tax Forms covered
Form Name | Form Description | Who Should File |
|---|---|---|
1040SR | U.S. Individual Income Tax Return for Seniors | Designed for seniors (age 65 and older) who have taxable income and wish to file their tax return using a simplified format with larger print. |
Schedule SE | Self Employment Tax | Required for self-employed individuals to calculate and report their self-employment tax on their Form 1040, typically if they have net earnings of $400 or more from self-employment. |
Schedule F | Profit or Loss From Farming | Required for farmers and ranchers to report income and expenses from farming operations on their Form 1040. |
Schedule EIC | Earned Income Credit | Required for individuals who are claiming the Earned Income Credit (EIC) on their Form 1040 and need to provide information about qualifying children for the credit. |
Schedule E | Supplemental Income and Loss | Required for individuals who need to report income or loss from rental real estate, partnerships, S corporations, estates, trusts etc. on their Form 1040. |
Schedule D | Capital Gains and Losses | Required for individuals who need to report capital gains and losses from the sale of assets such as stocks, bonds, or real estate on their Form 1040. |
Schedule B | Interest and Ordinary Dividends | Required for individuals who have interest or ordinary dividend income over a certain threshold, or if they have certain foreign accounts, to report this income on their Form 1040. |
Schedule A | Itemized Deductions | Required for individuals who choose to itemize their deductions, instead of taking the standard deduction, and have qualifying expenses such as medical expenses, mortgage interest, etc. |
W-7 | Application for IRS Individual Taxpayer Identification Number | Required for individuals who need to apply for an Individual Taxpayer Identification Number (ITIN) to file a U.S. tax return and do not qualify for a Social Security number. |
8938 | Statement of Specified Foreign Financial Assets | Required for specified individuals (including U.S. citizens and resident aliens) who have an interest in specified foreign financial assets and meet the reporting thresholds set by the IRS. |
8867 | Paid Preparers Due Diligence Checklist | Required for paid tax preparers who claim the Earned Income Credit (EIC), Child Tax Credit (CTC), or other credits on behalf of their clients, to ensure due diligence in determining eligibility. |
8822 | Change of Address | Required for individuals who need to change their address or the address of their business with the IRS. |
5471 | Information Return of U.S. Persons With Respect to Certain Foreign Corporations | Required for U.S. citizens and resident aliens who are officers, directors, or shareholders in certain foreign corporations, and need to report their ownership interests, transactions, and financial information about those corporations. |
4868 | Application for Automatic Extension of Time to File | Required for individuals who need to request an automatic extension of time to file their U.S. individual income tax return (Form 1040, 1040-SR, or 1040-NR) and anticipate owing taxes. |
4562 | Depreciation and Amortization | Required for individuals claiming depreciation on property used in a trade or business, or for those claiming a Section 179 deduction for the purchase of qualifying property. |
2848 | Power of Attorney and Declaration of Representative | Required for individuals who want to authorize someone else (such as a tax professional) to represent them before the IRS and discuss their tax matters on their behalf. |
2555 | Foreign Earned Income | Required for U.S. citizens and resident aliens living abroad who want to exclude foreign earned income from their U.S. taxable income. |
1116 | Foreign Tax Credit | Required for U.S. citizens and residents who paid foreign taxes on income earned abroad and wish to claim a foreign tax credit to reduce their U.S. tax liability. |
1040X | Amended U.S. Individual Income Tax Return | Required for individuals who need to amend a previously filed Form 1040, 1040-SR, or 1040-NR to correct errors, claim additional deductions or credits, or change filing status. |
1040V | Payment Voucher | Used by individuals who are filing a payment along with their Form 1040, 1040-SR, or 1040-NR, typically to ensure that their payment is correctly applied to their tax return. |
1040NR | U.S. Non-Resident Alien Income Tax Return | Required for non-resident aliens who have U.S.-source income, are engaged in a trade or business in the U.S., or need to claim a refund or tax treaty benefits. |
1040 | U.S. Individual Income Tax Return | Required for U.S. citizens and residents, including those living abroad (U.S. expats), with taxable income that exceeds certain thresholds.
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W-2 | Wage and Tax Statement | Required for employers to report wages and other compensation paid to employees, as well as any taxes withheld, and must be provided to each employee and filed with the IRS. |
1099s | 1099-B, 1099-DIV, 1099-INT, 1099-R, SSA-1099, 1099-MISC | Used to report proceeds from securities transactions, income from dividends, interest, distributions from pensions, annuities, IRA's, social security benefits and other types of income. |
Schedule C | Profit or Loss from Business form | Required for self-employed individuals or sole proprietors who need to report income or loss from a business they operated or a profession they practiced on their Form 1040. |
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Our Services
Income Taxes & FBARs
As trusted U.S. tax preparers, we specialize in preparing accurate and timely U.S. Income Tax Returns as well as Foreign Bank Account Reports (FBARs) for individual taxpayers with overseas accounts, helping you stay compliant with IRS reporting requirements and avoid penalties.
US Tax Advisory
We offer expert tax advisory services tailored to U.S. expats, helping you navigate the complexities of living abroad while staying compliant with IRS regulations. From foreign income exclusions and tax credits to FATCA requirements, we offer personalized guidance to minimize your tax liabilities, factoring in Double Tax Treaties and totalization agreements.
Other Services
Besides our tax preparation and tax advisory services for U.S. Citizens, we offer additional services such as:
Filing extensions
Non-resident returns (1040NR)
Application for Social Security Benefits
U.S. Passport & SSN Applications
Citizenship & Naturalization
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