Armstrong Soo Tax Services

Thanks again for your interest in my service. Please follow the instructions on this page to get started!

To get started on your 2023 Tax Return, please do the following:

Step 1. Download and Complete Contract and Questionnaire.
Step 2. Gather a copy of your last year's tax return, your relevant tax documents, such as W2s, 1098s, 1099s and the info requested by the Questionnaiire.
Step 3. Return the completed Contract and Questionnaire and the tax docs in Step 2 to me via one of the following methods:

US Postal Service: 6665 Cortland Walk, Alpharetta, GA 30005, or
Email to me at USATax@ProtonMail.com (preferred method), or
Fax to me at 925-476-1242, or
Upload the files securely to your favorite cloud storage provider, such as DropBox or Box, and share the link with me (preferred method). Name your folder in "<Firstname Lastname> 2023", such as "Armstrong Soo 2023"

If you are also US nationals living overseas claiming Foreign Earned Income exclusion, please also complete and return Foreign Earned Income Questionnaire.

If you are also US non-resident for tax purposes, please also complete and return Non-Resident Questionnaire.

FAQ

Q: What can I expect after I submitted all the forms and questionnaire?
Depending on your situation (and your answers on the Questionnaire), I may request for additional information or ask you to fill out additional information sheets. Once I have all the information, I strive to send you a draft for review and approval within 7 days. Therefore, please promptly respond to my emails.

Q: Can you hold on to the e-filing until I have time to review them?
I will not and cannot e-file anything until you explicitly signed an e-File authorization forms (IRS Form 8879). I will provide the Form 8879 when I send you the draft for review and approval.

Q: How much do you charge?
My fee is based on the type of forms, number of forms and tax situations. Click "Fees and Get Started" to the left to see it.

Q: Do I need to make appointment with you?
No appointment is needed. I will have all the information I need to prepare your return if you follow the instructions above. I will correspond with you in e-mail afterwards.

Q: Where is your office?
To keep my fee low for you, I operate from home office. As a result, face-to-face meeting is not possible.

Q: I have some questions. What is the best time to call you?
The most preferred method of communication is email since I am constantly either on the phone or focusing on preparing tax returns. In fact, I may respond to email faster than voicemail. So please email me.

Please email me at USATax@ProtonMail.com if you have further questions.