Quotes

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The questions below help us understand your tax needs. With this information, we can provide you with an accurate, upfront quote for our services—no surprises.

Name
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Name*
First Last
Email*
Phone*
Current Country of Residence*
Tax Year(s)*
Information on Investments and Unearned Income.
- Dividends/Interest Income
- Rental Income
- Capital Gains/Losses
- Others
Please select all that apply.
Rental income details
Capital gains / losses details
Please specify other investment income
Did you directly own or have signature authority over foreign bank accounts, securities, or other type of investment accounts with an aggregated balance over $10,000 at any time during last year (or tax year(s) to file)?*
Did you have more than $300,000 at any time during the year or $200,000 at the end of year as the maximum balance of your total non-US bank account(s), investment account(s) and etc. (double-the se amounts if filing a Joint Return)?*
What is your estimated worldwide income during last year (or tax year(s) to file)? USD*
How many sources of income did you have during last year (or tax year(s) to file)?*
Did you have any self-employment/sole proprietorship sources of income/ losses for any of tax years to be filed?*
Do you have any reportable partnership interests for the tax year(s) to be filed? If Yes, how many? (Schedule K1ʼs)*
Reportable partnership details
Were you a director and/or shareholder/owner of a foreign company, trust, or partnership at any time during the tax year(s) to be filed?*
Have you or your spouse received any notices from the IRS or are either of you currently involved in a tax audit?*
Notes*
Do you have any other tax filing needs that you feel were not addressed in this questionnaire? If Yes, please provide a description below:

Quotes

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