Tell us a little about you.
Name
*
Email
*
Phone Number
*
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Tax Filing Information
What is your filing status?
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Please select your tax residency status:
Taxpayer
Spouse
Chose from:
Citizen
F-1 Visa
J-1 Visa
Permanent Alien
Visa
Other
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Dependents Information
Do you have any dependents?
Yes
No
How many dependents do you have?
Please select all types of dependents you have.
Child
Parent
Other
Do you pay for child care, medical expenses, education or any other costs on behalf of your dependents?
Yes
No
Please tell us about the expenses you pay for your dependent.
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Work History
Did you work or reside in more than one country or state?
Yes, both
Yes, more than one states
Yes, more than one countries
No
Which Countries?
Which States?
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Income Types
Do you have any of the following types of income? Please select all that apply.
W-2 Wages
Interest Income
Dividend Income
Alimony
Royalties
Self-Employment (Form 1099 MISC)
Gain/Loss from Stock Sales
Income from Rental Properties
Fellowship or Scholarship
Retirement Income
State Tax Refunds
Other Income (Unemployment, etc.)
Please provide estimated gross receipts from your self-employment.
How many Gains/Losses from Stock Sales did you have?
Up to 5
Up to 25
Up to 50
More than 50
How many income properties do you have?
What type of retirement income do you have?
IRA/Pension Distributions
Social Security Benefits
Which type of income properties do you have?
US
Foreign
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Additional Revenue & Expenses
Did you have a nanny or a household employee?
Yes
No
Did you receive any healthcare advance premium tax credits?
Yes
No
Did you have any transactions or holdings in virtual currency?
Yes
No
Are you a shareholder or partner in any of the following (you receive a Schedule K-1)
Partnership
S-Corp
Trust
Not Applicable
How many Partnerships do you have?
How many trusts?
How many S-Corps are you a shareholder in?
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Additional Income & Deduction Details
Did you sell any of the following during the tax year:
Primary Home
Other Home
Business
Rental Property
Not Applicable
Did you have education expenses from student loan interest or tuition and related expenses?
Yes
No
Do you itemize any of the following deductions? Select all that apply.
Mortgage interest
Medical expenses
Taxes
Charitable Contributions
Not Applicable
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International Tax Information
Do you have any foreign income?
Yes
No
Did you pay any foreign taxes?
Yes
No
Did you have any foreign financial assets held in a foreign jurisdiction?
Yes
No
Did you have any foreign financial accounts (bank accounts, stock holdings, retirement accounts, life insurance, etc.)?
Yes
No
Did you own any foreign mutual or unit funds?
Yes
No
Did you receive any gifts or inheritances from foreign persons?
Yes
No
Are you a grantor, settlor, trustee, or beneficiary of a foreign trust?
Yes
No
Did you sell any real estate located in a foreign jurisdiction during the year?
Yes
No
Were you an owner, shareholder, partner, member, director, or officer of any foreign corporations, partnerships, or other legal entities?
Yes
No
Please specify: Since you answered yes to "Were you an owner, shareholder, partner, member, director, or officer of any foreign corporations, partnerships, or other legal entities?"
Did you transfer any property or invest cash in any foreign corporation or partnership?
Yes
No
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What time of day is it best for us to call you?
Morning
Noon
Afternoon
Evening
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