US Citizen and US Resident - Personal Income Tax
There are additional fees for 30 days prior to filing deadlines. Please see contract for detail.
Federal 1040 and 1 State includes:
- Standard Deduction
- Schedule 1, 2, and 3
- Schedule B (Interest and Dividend)
|
$100 |
Federal 1040 Schedule A Itemized Deduction |
$120 |
Schedule C (Self-Employment) including Schedule SE |
$170 each |
Each supporting form for Schedule C as required |
$70 each |
Schedule D (Capital Gain/ Loss) |
$70 each (per 3 accounts) |
Schedule E (Supplemental Income, aka Rental Income) |
$120 each property
$170 for each 1st year property |
Form 1045 (Net Operating Loss) (Example: Loss due to sale of
rental property) |
$150 each |
1041, 1065, 1120 K-1 |
$100 each |
NOL Carryforward from previous years without Form 1045 |
$50 |
Sale of Home (or rental property) |
$120 each property |
Stock Option account |
$150 per Form 3921 or Form 3922 |
2-State Return |
$50 |
3-state Return |
$150 |
Married Filing Separately in Community Property State |
$200 per spouse |
Report of Foreign Bank Accounts (FinCEN Form 114) |
$120 |
Form 8938 Statement of Specified Foreign Financial Assets |
$70 |
Car Mileage Deduction |
$70 per vehicle |
Any additional form and schedule as required |
$70 each |
Additional required special forms and schedules |
TBD |
Power of Attorney |
$100 per Tax Year |
Representation (research, correspondence, talk to IRS) |
$100/hr |
Optional Organization Fee* |
$100/hr |
* The organization fee is primarily applicable only to, though not limited
to,
Self-Employment and Rental Properties filers who want to hire me to
organize
their
receipts before they can be entered on tax forms. I can provide tools if
taxpayers
want to save some money and do it themselves.
Please download and complete the following and return:
>> Contract and Questionnaire for 2023 (.doc)
>> Contract and Questionnaire for 2022 (.doc)
>> Contract and Questionnaire for 2021 (.doc)
>> Contract and Questionnaire for 2020 (.doc)
For years prior to 2020, please contact me.
US Non-Resident Personal Income Tax
There are additional fees for 30 days prior to filing deadlines. Please see contract for detail.
Federal 1040-NR and/ or 1 State * includes:
- Form 8833 to report Treaty benefits, as required
- Form 8843 to exclude days of presence in US, as required
- Form 8840 to report closer connection to a foreign country, as
required
|
$200 |
Form 4868 to request Extension |
$20 each |
Statement for Dual-Status Return |
$50 each |
Form 2063 or 1040-C Departure Permits |
$100 each |
Any other forms |
See “US Citizen and US
Resident” |
* You may still need to file State income tax even you
are exempted from Federal income tax. See “State Tax Return” section under
“Non-Resident”.
Please download and complete the following and
return:
>> Contract and Questionnaire for 2023 (.doc)
>> Non-Resident Questionnaire for 2023 (.doc)
>> Contract and Questionnaire for 2022 (.doc)
>> Non-Resident Questionnaire for 2022 (.doc)
>> Contract and Questionnaire for 2021 (.doc)
>> Non-Resident Questionnaire for 2021 (.doc)
>> Contract and Questionnaire for 2020 (.doc)
>> Non-Resident Questionnaire for 2020 (.doc)
For years prior to 2020, please contact me.
US Expatriates/ US Citizen and US Resident claiming
Foreign Income Exclusion and/or Foreign Housing Exclusion/ Deduction
There are additional fees for 30 days prior to filing deadlines. Please see contract for detail.
Form 2555 |
$100 each |
Any other forms |
See “US Citizen and US Resident” |
Please download and complete the following and return:
For Tax Year 2023
>> General Questionnaire for Tax Year 2023 (.doc)
>> Foreign Earned Income Questionnaire for Tax Year
2023 (.doc)
For Tax Year 2022
>> General Questionnaire for Tax Year 2022 (.doc)
>> Foreign Earned Income Questionnaire for Tax Year
2022 (.doc)
For Tax Year 2021
>> General Questionnaire for Tax Year 2021 (.doc)
>> Foreign Earned Income Questionnaire for Tax Year
2021 (.doc)
For Tax Year 2020
>> General Questionnaire for Tax Year 2020 (.doc)
>> Foreign Earned Income Questionnaire for Tax Year
2020 (.doc)
For years prior to 2020, please contact me.
|