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US Tax Filing

9,999.00 Onwards

  • Tax filing assistance provided by experienced tax professionals.
in case of Expats and NR
if NR
If a Fll (Foreign Institutional Investor) / FPI (Foreign Portfolio Investment)
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Description

Required Documents

  1. Personal Identification and Income Details
    • What it is: Documents to verify the taxpayer’s identity and income sources.
    • Documents Required:
      • Social Security Number (SSN) or ITIN – For individual taxpayers.
      • Passport or Government-Issued ID – To confirm identity (especially for expats).
      • W-2 Form (for employees) – Summary of income and taxes withheld by the employer.
      • 1099 Forms (for contractors/freelancers) – Report of income for self-employed individuals or independent contractors.
      • Form 1042-S (for foreign income) – For income sourced from outside the U.S.
  2. Investment and Income from Other Sources
    • What it is: Documents for reporting investment income and other non-salary earnings.
    • Documents Required:
      • 1099-INT or 1099-DIV – For interest or dividend income from investments.
      • 1099-B – For sales of stocks, bonds, or other securities.
      • K-1 Forms – For income from partnerships, S corporations, or trusts.
      • Rental Income Documents – If applicable, including rental income statements and property details.
  3. Deductions and Tax Credits Documentation
    • What it is: Documents to support deductions and tax credits, reducing taxable income.
    • Documents Required:
      • Form 1098 (Mortgage Interest) – For deductions on mortgage interest.
      • Student Loan Interest Statements (Form 1098-E) – For education-related deductions.
      • Medical Expenses Receipts – For itemized deductions (if applicable).
      • Charitable Donation Receipts (Form 8283) – For tax-deductible donations.
      • Retirement Contribution Documentation – IRA, 401(k) contributions, etc.
  4. Business Income (if applicable)
    • What it is: Documentation of income and expenses for business owners or self-employed individuals.
    • Documents Required:
      • Schedule C (Profit or Loss from Business) – For reporting business income and expenses.
      • Bank Statements – To support business transactions.
      • Receipts for Business Expenses – For claiming deductible business expenses.
  5. Foreign Income and Assets (if applicable)
    • What it is: Documents reporting income earned outside the U.S. and foreign assets.
    • Documents Required:
      • Foreign Bank Account Statements – For FATCA (Foreign Account Tax Compliance Act) reporting.
      • Foreign Income Documentation – If applicable, proof of income earned outside the U.S.
      • FBAR Filing (FinCEN 114) – For reporting foreign bank accounts (if applicable).
  6. Previous Year’s Tax Returns (if applicable)
    • What it is: Last year’s tax return helps in understanding tax liabilities and carryforward information.
    • Documents Required:
      • Previous Year’s Tax Return (Form 1040) – For adjusting carryforward losses, credits, or deductions.
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