Instructions:

• Please choose Your Best Plan and submit payment

• Complete the New Client Intake Form for US Taxpayers

• Complete the Non-Residential Form for Foreign Taxpayers

• Submit the form to the Tax Expert

• A Tax Expert will contact you via phone or email with additional information

Last or Family Name:   

First:   

Middle Initial:   

ITIN or Social Security #:   

Visa #:   

Passport #:   

Date of Birth:   

Telephone #:   

e-mail Address:   

Were you a U.S. citizen or resident alien the entire year?YesNo

Were you ever a U.S. citizen?YesNo

U.S. Local Street Address:

City:   

State:   

Zip Code:   

Foreign Residence Address:   

Address Line 2:   

Foreign Country:   

Province/Country:   

Postal Code:   

Country of Citizenship:   

Country that issued Passport:   

Are you married? YesNo

If “YES”, is your spouse in the U.S.? YesNo

If "YES", is it recognized by the State where you will be filing? YesNo

Are you a:

U.S. National
YesNo

Resident of Canada
YesNo

Resident of Mexico
YesNo

Resident of South Korea
YesNo

Resident of India
YesNo

Dependent Information:

First Name:

Last or Family Name

Date of Birth
(mm/dd/yyyy)

ITIN or SSN

Relationship to you (son, daughter, none, etc.)

Number of months lived with you in the U.S.

U.S. citizen, U.S. residentalien, U.S. national, or a resident of Canada, Mexico, or South Korea

Did person file joint return?

Did child provide more than 50% of their own support?

Did you provide more than 50% of their support?

Did the person have Gross Income of $4,000 or more?

What is the date you FIRST entered the United States?     

Entry Immigration Status - Check one:

Current Immigration Status - Check one:

Have you ever changed your visa type or U.S. immigration status?   YesNo
If “Yes”, indicate the date and nature of the change.  

Enter the type of U.S. visa you held during these years:

2018

2019

2020

2021

* If Immigration status is J-1, what is the subtype? Check one:

What is the actual primary activity of the visit? Check one:

Check the years you were present in the United States as a teacher, trainee, or student for any part of the year.

2014

2015

2016

2017

2018

2019

2020

2021

Were you present in the U.S. on a teacher, trainee or student visa for any part of more than any 5 calendar years?      YesNo

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during:

2018

2019

2020

2021

List the dates you entered and left the United States during 2020:

Did you file a U.S. income tax return for any year before 2020?     YesNo
If “Yes”, give latest year MM/DD/YYYY
Form number filed

During 2020, did you apply to be a green card holder (lawful permanent resident) of the United States?     YesNo

Do you have an application pending to change your status to lawful permanent resident?      YesNo

1. Are you claiming the benefits of a U.S. income tax treaty with a foreign country?      YesNo
If “Yes”, enter the appropriate information in the columns below:

(a) Country

(b) Tax Treaty Article

(c) Number of months
claimed in prior tax years

(d) Amount of exempt
income in current tax year

2. Were you subject to tax in a foreign country on any of the income shown in 1(d) above?      YesNo

Information about academic institution you attended in 2020:

Name

Telephone Number

Address

Name of the director of your academic or specialized program:

Address

Telephone Number

During 2020 did you receive:

Did you have:

I would like for my refund and/or payment owed to be refunded / deducted for the following bank account:

Name of Bank:

Checking Account #

Saving Account #

Routing #

Signature of Taxpayer:

This site uses cookies and other technologies, so we can remember you and understand how you and the other visitors use the site. By clicking “Accept All Cookies”, you consent to the storing on your device all the technologies. Continuing to browse, cookies will be setup. Please understand how we maintain the site, and how we may collect and use visitor data.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

This message is intended only for the designated recipient(s). It may contain confidential or proprietary information and may be subject to the attorney-client privilege or other confidentiality protections. If you are not a designated recipient, you may not review, copy or distribute this message. If you receive this in error, please notify the sender by reply e-mail and delete this message. Thank you.

Please upload all tax documents:

Please prove you are human by selecting the star.

Instructions:

• Please choose Your Best Plan and submit payment

• Complete the New Client Intake Form for US Taxpayers

• Complete the Non-Residential Form for Foreign Taxpayers

• Submit the form to the Tax Expert

• A Tax Expert will contact you via phone or email with additional information

Last or Family Name:   

First:   

Middle Initial:   

ITIN or Social Security #:   

Visa #:   

Passport #:   

Date of Birth:   

Telephone #:   

e-mail Address:   

Were you a U.S. citizen or resident alien the entire year?YesNo

Were you ever a U.S. citizen?YesNo

U.S. Local Street Address:

City:   

State:   

Zip Code:   

Foreign Residence Address:   

Address Line 2:   

Foreign Country:   

Province/Country:   

Postal Code:   

Country of Citizenship:   

Country that issued Passport:   

Are you married? YesNo

If “YES”, is your spouse in the U.S.? YesNo

If "YES", is it recognized by the State where you will be filing? YesNo

Are you a:

U.S. National
YesNo

Resident of Canada
YesNo

Resident of Mexico
YesNo

Resident of South Korea
YesNo

Resident of India
YesNo

Dependent Information:

First Name:

Last or Family Name

Date of Birth
(mm/dd/yyyy)

ITIN or SSN

Relationship to you (son, daughter, none, etc.)

Number of months lived with you in the U.S.

U.S. citizen, U.S. residentalien, U.S. national, or a resident of Canada, Mexico, or South Korea

Did person file joint return?

Did child provide more than 50% of their own support?

Did you provide more than 50% of their support?

Did the person have Gross Income of $4,000 or more?

What is the date you FIRST entered the United States?     

Entry Immigration Status - Check one:

Current Immigration Status - Check one:

Have you ever changed your visa type or U.S. immigration status?   YesNo
If “Yes”, indicate the date and nature of the change.  

Enter the type of U.S. visa you held during these years:

2018

2019

2020

2021

* If Immigration status is J-1, what is the subtype? Check one:

What is the actual primary activity of the visit? Check one:

Check the years you were present in the United States as a teacher, trainee, or student for any part of the year.

2014

2015

2016

2017

2018

2019

2020

2021

Were you present in the U.S. on a teacher, trainee or student visa for any part of more than any 5 calendar years?      YesNo

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during:

2018

2019

2020

2021

List the dates you entered and left the United States during 2021:

Did you file a U.S. income tax return for any year before 2021?     YesNo
If “Yes”, give latest year MM/DD/YYYY
Form number filed

During 2021, did you apply to be a green card holder (lawful permanent resident) of the United States?     YesNo

Do you have an application pending to change your status to lawful permanent resident?      YesNo

1. Are you claiming the benefits of a U.S. income tax treaty with a foreign country?      YesNo
If “Yes”, enter the appropriate information in the columns below:

(a) Country

(b) Tax Treaty Article

(c) Number of months
claimed in prior tax years

(d) Amount of exempt
income in current tax year

2. Were you subject to tax in a foreign country on any of the income shown in 1(d) above?      YesNo

Information about academic institution you attended in 2021:

Name

Telephone Number

Address

Name of the director of your academic or specialized program:

Address

Telephone Number

During 2021 did you receive:

Did you have:

I would like for my refund and/or payment owed to be refunded / deducted for the following bank account:

Name of Bank:

Checking Account #

Saving Account #

Routing #

Signature of Taxpayer:

This site uses cookies and other technologies, so we can remember you and understand how you and the other visitors use the site. By clicking “Accept All Cookies”, you consent to the storing on your device all the technologies. Continuing to browse, cookies will be setup. Please understand how we maintain the site, and how we may collect and use visitor data.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

This message is intended only for the designated recipient(s). It may contain confidential or proprietary information and may be subject to the attorney-client privilege or other confidentiality protections. If you are not a designated recipient, you may not review, copy or distribute this message. If you receive this in error, please notify the sender by reply e-mail and delete this message. Thank you.

Please upload all tax documents:

Please prove you are human by selecting the house.

Instructions:

• Please choose Your Best Plan and submit payment

• Complete the New Client Intake Form for US Taxpayers

• Complete the Non-Residential Form for Foreign Taxpayers

• Submit the form to the Tax Expert

• A Tax Expert will contact you via phone or email with additional information

Last or Family Name:   

First:   

Middle Initial:   

ITIN or Social Security #:   

Visa #:   

Passport #:   

Date of Birth:   

Telephone #:   

e-mail Address:   

Were you a U.S. citizen or resident alien the entire year?YesNo

Were you ever a U.S. citizen?YesNo

U.S. Local Street Address:

City:   

State:   

Zip Code:   

Foreign Residence Address:   

Address Line 2:   

Foreign Country:   

Province/Country:   

Postal Code:   

Country of Citizenship:   

Country that issued Passport:   

Are you married? YesNo

If “YES”, is your spouse in the U.S.? YesNo

If "YES", is it recognized by the State where you will be filing? YesNo

Are you a:

U.S. National
YesNo

Resident of Canada
YesNo

Resident of Mexico
YesNo

Resident of South Korea
YesNo

Resident of India
YesNo

Dependent Information:

First Name:

Last or Family Name

Date of Birth
(mm/dd/yyyy)

ITIN or SSN

Relationship to you (son, daughter, none, etc.)

Number of months lived with you in the U.S.

U.S. citizen, U.S. residentalien, U.S. national, or a resident of Canada, Mexico, or South Korea

Did person file joint return?

Did child provide more than 50% of their own support?

Did you provide more than 50% of their support?

Did the person have Gross Income of $4,000 or more?

What is the date you FIRST entered the United States?     

Entry Immigration Status - Check one:

Current Immigration Status - Check one:

Have you ever changed your visa type or U.S. immigration status?   YesNo
If “Yes”, indicate the date and nature of the change.  

Enter the type of U.S. visa you held during these years:

2019

2020

2021

2022

* If Immigration status is J-1, what is the subtype? Check one:

What is the actual primary activity of the visit? Check one:

Check the years you were present in the United States as a teacher, trainee, or student for any part of the year.

2014

2015

2016

2017

2018

2019

2020

2021

2022

Were you present in the U.S. on a teacher, trainee or student visa for any part of more than any 5 calendar years?      YesNo

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during:

2019

2020

2021

2022

List the dates you entered and left the United States during 2022:

Did you file a U.S. income tax return for any year before 2022?     YesNo
If “Yes”, give latest year MM/DD/YYYY
Form number filed

During 2022, did you apply to be a green card holder (lawful permanent resident) of the United States?     YesNo

Do you have an application pending to change your status to lawful permanent resident?      YesNo

1. Are you claiming the benefits of a U.S. income tax treaty with a foreign country?      YesNo
If “Yes”, enter the appropriate information in the columns below:

(a) Country

(b) Tax Treaty Article

(c) Number of months
claimed in prior tax years

(d) Amount of exempt
income in current tax year

2. Were you subject to tax in a foreign country on any of the income shown in 1(d) above?      YesNo

Information about academic institution you attended in 2022:

Name

Telephone Number

Address

Name of the director of your academic or specialized program:

Address

Telephone Number

During 2022 did you receive:

Did you have:

I would like for my refund and/or payment owed to be refunded / deducted for the following bank account:

Name of Bank:

Checking Account #

Saving Account #

Routing #

Signature of Taxpayer:

This site uses cookies and other technologies, so we can remember you and understand how you and the other visitors use the site. By clicking “Accept All Cookies”, you consent to the storing on your device all the technologies. Continuing to browse, cookies will be setup. Please understand how we maintain the site, and how we may collect and use visitor data.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

This message is intended only for the designated recipient(s). It may contain confidential or proprietary information and may be subject to the attorney-client privilege or other confidentiality protections. If you are not a designated recipient, you may not review, copy or distribute this message. If you receive this in error, please notify the sender by reply e-mail and delete this message. Thank you.

Please upload all tax documents:

Please prove you are human by selecting the flag.

Instructions:

• Please choose Your Best Plan and submit payment

• Complete the New Client Intake Form for US Taxpayers

• Complete the Non-Residential Form for Foreign Taxpayers

• Submit the form to the Tax Expert

• A Tax Expert will contact you via phone or email with additional information

Last or Family Name:   

First:   

Middle Initial:   

ITIN or Social Security #:   

Visa #:   

Passport #:   

Date of Birth:   

Telephone #:   

e-mail Address:   

Were you a U.S. citizen or resident alien the entire year?YesNo

Were you ever a U.S. citizen?YesNo

U.S. Local Street Address:

City:   

State:   

Zip Code:   

Foreign Residence Address:   

Address Line 2:   

Foreign Country:   

Province/Country:   

Postal Code:   

Country of Citizenship:   

Country that issued Passport:   

Are you married? YesNo

If “YES”, is your spouse in the U.S.? YesNo

If "YES", is it recognized by the State where you will be filing? YesNo

Are you a:

U.S. National
YesNo

Resident of Canada
YesNo

Resident of Mexico
YesNo

Resident of South Korea
YesNo

Resident of India
YesNo

Dependent Information:

First Name:

Last or Family Name

Date of Birth
(mm/dd/yyyy)

ITIN or SSN

Relationship to you (son, daughter, none, etc.)

Number of months lived with you in the U.S.

U.S. citizen, U.S. residentalien, U.S. national, or a resident of Canada, Mexico, or South Korea

Did person file joint return?

Did child provide more than 50% of their own support?

Did you provide more than 50% of their support?

Did the person have Gross Income of $4,000 or more?

What is the date you FIRST entered the United States?     

Entry Immigration Status - Check one:

Current Immigration Status - Check one:

Have you ever changed your visa type or U.S. immigration status?   YesNo
If “Yes”, indicate the date and nature of the change.  

Enter the type of U.S. visa you held during these years:

2020

2021

2022

2023

* If Immigration status is J-1, what is the subtype? Check one:

What is the actual primary activity of the visit? Check one:

Check the years you were present in the United States as a teacher, trainee, or student for any part of the year.

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

Were you present in the U.S. on a teacher, trainee or student visa for any part of more than any 5 calendar years?      YesNo

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during:

2020

2021

2022

2023

List the dates you entered and left the United States during 2023:

Did you file a U.S. income tax return for any year before 2023?     YesNo
If “Yes”, give latest year MM/DD/YYYY
Form number filed

During 2023, did you apply to be a green card holder (lawful permanent resident) of the United States?     YesNo

Do you have an application pending to change your status to lawful permanent resident?      YesNo

1. Are you claiming the benefits of a U.S. income tax treaty with a foreign country?      YesNo
If “Yes”, enter the appropriate information in the columns below:

(a) Country

(b) Tax Treaty Article

(c) Number of months
claimed in prior tax years

(d) Amount of exempt
income in current tax year

2. Were you subject to tax in a foreign country on any of the income shown in 1(d) above?      YesNo

Information about academic institution you attended in 2023:

Name

Telephone Number

Address

Name of the director of your academic or specialized program:

Address

Telephone Number

During 2023 did you receive:

Did you have:

I would like for my refund and/or payment owed to be refunded / deducted for the following bank account:

Name of Bank:

Checking Account #

Saving Account #

Routing #

Signature of Taxpayer:

This site uses cookies and other technologies, so we can remember you and understand how you and the other visitors use the site. By clicking “Accept All Cookies”, you consent to the storing on your device all the technologies. Continuing to browse, cookies will be setup. Please understand how we maintain the site, and how we may collect and use visitor data.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

This message is intended only for the designated recipient(s). It may contain confidential or proprietary information and may be subject to the attorney-client privilege or other confidentiality protections. If you are not a designated recipient, you may not review, copy or distribute this message. If you receive this in error, please notify the sender by reply e-mail and delete this message. Thank you.

Please upload all tax documents:

Please prove you are human by selecting the key.

Instructions:

• Please choose Your Best Plan and submit payment

• Complete the New Client Intake Form for US Taxpayers

• Complete the Non-Residential Form for Foreign Taxpayers

• Submit the form to the Tax Expert

• A Tax Expert will contact you via phone or email with additional information

Last or Family Name:   

First:   

Middle Initial:   

ITIN or Social Security #:   

Visa #:   

Passport #:   

Date of Birth:   

Telephone #:   

e-mail Address:   

Were you a U.S. citizen or resident alien the entire year?YesNo

Were you ever a U.S. citizen?YesNo

U.S. Local Street Address:

City:   

State:   

Zip Code:   

Foreign Residence Address:   

Address Line 2:   

Foreign Country:   

Province/Country:   

Postal Code:   

Country of Citizenship:   

Country that issued Passport:   

Are you married? YesNo

If “YES”, is your spouse in the U.S.? YesNo

If "YES", is it recognized by the State where you will be filing? YesNo

Are you a:

U.S. National
YesNo

Resident of Canada
YesNo

Resident of Mexico
YesNo

Resident of South Korea
YesNo

Resident of India
YesNo

Dependent Information:

First Name:

Last or Family Name

Date of Birth
(mm/dd/yyyy)

ITIN or SSN

Relationship to you (son, daughter, none, etc.)

Number of months lived with you in the U.S.

U.S. citizen, U.S. residentalien, U.S. national, or a resident of Canada, Mexico, or South Korea

Did person file joint return?

Did child provide more than 50% of their own support?

Did you provide more than 50% of their support?

Did the person have Gross Income of $4,000 or more?

What is the date you FIRST entered the United States?     

Entry Immigration Status - Check one:

Current Immigration Status - Check one:

Have you ever changed your visa type or U.S. immigration status?   YesNo
If “Yes”, indicate the date and nature of the change.  

Enter the type of U.S. visa you held during these years:

2020

2021

2022

2023

2024

* If Immigration status is J-1, what is the subtype? Check one:

What is the actual primary activity of the visit? Check one:

Check the years you were present in the United States as a teacher, trainee, or student for any part of the year.

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

Were you present in the U.S. on a teacher, trainee or student visa for any part of more than any 5 calendar years?      YesNo

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during:

2020

2021

2022

2023

2024

List the dates you entered and left the United States during 2025:

Did you file a U.S. income tax return for any year before 2024?     YesNo
If “Yes”, give latest year MM/DD/YYYY
Form number filed

During 2024, did you apply to be a green card holder (lawful permanent resident) of the United States?     YesNo

Do you have an application pending to change your status to lawful permanent resident?      YesNo

1. Are you claiming the benefits of a U.S. income tax treaty with a foreign country?      YesNo
If “Yes”, enter the appropriate information in the columns below:

(a) Country

(b) Tax Treaty Article

(c) Number of months
claimed in prior tax years

(d) Amount of exempt
income in current tax year

2. Were you subject to tax in a foreign country on any of the income shown in 1(d) above?      YesNo

Information about academic institution you attended in 2024:

Name

Telephone Number

Address

Name of the director of your academic or specialized program:

Address

Telephone Number

During 2024 did you receive:

Did you have: