Individual
Individual Federal Tax Return
We prepare Form 1040, 1040-NR, 1040-X (amendment) and any US States and any related forms and schedules (for example, Schedules C, E, A and other forms or schedules) from $350 (minimum fee). However if the final bill is over $350, up to one $20 discount can be available for returning clients, referred clients or students. Discounts can only be applied to any fee amount that is above the minimum fee and partial or unused discount shall not carry forward to the next year. Discounts apply to personal tax returns only. A returning client is anyone who has completed and filed a personal tax return and paid the full tax preparation fee in the latest previous tax season. To file now, click on Contact Us.
Unlimited referral credits of $20 for each "referral" of a completely new paying client is also available. A new client is anyone who has never filed any personal or business tax return with us. The referral credit can be only applied to any fees that is above the minimum fee for the same tax year. A new client is someone who has never filed any taxes with our office. To file now, click on Contact Us.
As our preferred clients, COGNIZANT and ERICSSON employees can get additional discount of up to $10. All discounts are limited to any amount more than the minimum fee and partial or unused discount shall not carry forward to the next year. To file now, click on Contact Us.
Foreign Bank Accounts REPORTING (FBAR)
In order to e-file your FBAR, we shall need, (1) Name of the foreign bank or financial institution, (2) Address of foreign bank or financial institution, (3) Account number at each foreign bank or financial institution, (4) Highest balance in in US currency for each foreign bank or financial institution for each account for that tax year (see: Exchange rates), and (5) if the foreign account is jointly operated, then the name, relationship, and SSN or ITIN (if any) of the joint owner. To file now, click on Contact Us.
We can also file for your Form 8938, Statement of Specified Foreign Financial Assets only when you file your concurrent tax year personal tax return at our office. To file now, click on Contact Us.
Consultation
Consultation can be over Phone or via Zoom at the office. A $100 (minimum) per hour rate applies. Consultation fees are independent of any other fees or advances. To consult now, click on Contact Us.
minimum fee
To best serve all our clients, we have a $350 non-refundable advance for each tax return for any client. The minimum tax preparation fee will be equal to $350 non-refundable advance. If the final bill is more, we will notify the client. No discount is applicable with the initial advance. However, for business returns which include Sch C, Form 1065 or 1120 or 1120S, the minimum non-refundable advance fee shall be $500 (which includes one state filing).
IRS Authorized Certifying Acceptance Agent (ITIN)
The Individual Tax Identification Number (ITIN) is usually filed together with a tax return, however some exceptions may apply for foreign business owners, contractors or investors. To apply now, click on Contact Us.
We are an IRS Authorized Certifying Acceptance Agents (CAA) for the Individual Tax Identification Number (ITIN) program office since May 2007. We have successfully processed thousands of ITINs for H1B/H4, L1/L2, B1/B2, F1/F2 and other US visa categories. We have also helped foreign authors, overseas investors, contractors, foreign business owners, etc. To apply for an ITIN, click on Contact Us.
Being a CAA means that we have signed a contract with the Internal Revenue Service (IRS) ITIN program office. Please, do not confuse us with Acceptance Agents (AA) or basic tax preparers who have extremely limited access or no authority with the IRS. The CAA have an exclusive (i.e.: not available to the general public) direct phone line with the ITIN office in Austin, TX. If any issue arises with the ITIN application prepared by the CAA, it can be resolved relatively quickly. Otherwise, it may take up to 6 months, if not more, should you apply by some other mean. To apply for an ITIN, click on Contact Us.
We are authorized agents of the IRS ITIN program office and we can issue Certificate of Accuracy (COA) letters. The COA letter is issued when the taxpayer presents original passport or passport copies certified by the foreign issuing agency to the CAA. The CAA has the authority to accept or deny the documents presented. If the CAA is satisfied, only then will the CAA issue the COA letter. The CAA also prepares and signs the ITIN application and the COA letter. To apply for an ITIN, click on Contact Us.
"No" original passport or certified copy of passport is needed to be mailed to IRS for Spouse & Dependent(s). All original documents are returned to the taxpayer once the CAA has reviewed them and approved the issuance of the COA letter. This is unlike an Acceptance Agent (AA) or ITIN application self-prepared by the taxpayer or other, where one must send the original or certified (not notarized) copies to the IRS. To apply for an ITIN, click on Contact Us.
itin expiration notice
If your ITIN wasn't included on a U.S. federal tax return at least once for tax years 2020, 2021, and 2022, your ITIN will expire on December 31, 2023. ITINs with middle digits (the fourth and fifth positions) "70," "71," "72," "73," "74," "75," "76," "77," "78," "79," "80," "81," "82," "83," "84," "85," "86," "87," or "88" have expired. In addition, ITINs with middle digits "90," "91," "92," "94," "95," "96," "97," "98," or "99," IF assigned before 2013, have expired. (IRS.gov, Page Last Reviewed or Updated: 07-Nov-2023) To renew an ITIN, click on Contact Us.
We provide tax preparation and business services
We do not provide legal advice or legal representation.