U.S. Individual Tax Return Preparation

Start with a short description of your situation: status, income sources, family/dependents, states of residence, and any foreign income or accounts.

Yes. You can start by describing the situation, but preparation and filing require complete documents and support for income, deductions, and credits.

It depends on income type, filing status, withholding, self-employment, and possible credits. Even a small amount of income may need review.

Filing status depends on marital status, dependents, and the facts of the year. If there is uncertainty, it should be checked before calculating the return.

We need to review entry dates, immigration status, tax residency, foreign income, and possible reporting requirements.

Documents are shared through a secure client channel. Sensitive documents should not be sent openly through regular email or messengers. After the initial contact, we will explain the secure way to send documents.

SSN, W-2, 1099, ID, and tax documents contain sensitive data. These files should be transmitted through a secure method after the initial contact.

We first check whether the form is expected and what income records are available. Before filing, the data should be complete to avoid missing income or amending later.

Yes. Keep a copy of the return and supporting records for income, deductions, credits, children, business activity, foreign accounts, and IRS letters.

Forms, states, income sources, Schedule C activity, foreign income, foreign accounts, and any additional explanations required.

Timing depends on the complexity of the return and whether the documents are complete. After the initial review, we provide a realistic estimate.

Yes. W-2, 1099, and other income forms are reported within one individual return when they belong to the same taxpayer.

Form 1095-A is required. A return with Marketplace coverage can be incorrect without it, especially if the advance premium tax credit was received.

An amended return or prior-year filing depends on documents, deadlines, and the reason for the correction. We first review the original return and new information.

No. Before filing, the client must have the opportunity to review the return and sign the required authorizations. A return is not filed without the client’s final confirmation.

Yes. Schedule C requires income records, categorized expenses, and supporting documents such as mileage, supplies, software, insurance, home office, and other costs.

We review move dates, states of residence and work, state W-2 details, and remote-work facts. This may affect state returns.

These situations must be reviewed based on the facts: country, type of income, foreign taxes already paid, and supporting documents.

In some cases, yes. If you have bank or financial accounts outside the U.S., we separately check possible FBAR / FinCEN reporting.

Yes. You can start with an initial review of the IRS notice. We will look at what is being requested, the response deadlines, and which documents may be needed. If the issue is outside the scope of an initial review or requires separate professional representation, we will say that in advance.

Yes. We work with clients in the U.S. and abroad when the client still has an obligation to file a U.S. individual tax return. In these situations, we separately review tax status, income sources, documents from another country, and possible reporting for foreign accounts or income.

Yes, we work remotely with clients in the U.S. and abroad. Federal returns can usually be prepared remotely; for state returns, we separately review applicable state requirements.

The main focus is U.S. individual tax returns. Payroll, sales tax, corporate returns, and full bookkeeping are not included in standard Form 1040 preparation. If a matter is outside our scope, we will say so before preparation begins.