Individual Solutions
Whether you are looking for someone to ensure tax compliance, develop a strategic tax plan, or walk you through your tax obligations, we are here to help you with your personal tax returns.
Features
What You Can Expect
Everyone’s tax situation is unique. We provide personalized guidance and practical solutions to help you stay compliant and plan with confidence.
Form 1040 & Related Filings
Complete federal and state tax return
preparation with all required schedules
Strategic Tax Planning
Customized planning to optimize
taxes across income, entities, and borders
Simple pricing
Competitive Pricing
Whether you’re interested in a consult meeting or ready to get started – we have both
Initial Meeting
Lets meet to understand how we can help
FREE CONSULTATION
$0
+
Video meeting and discussion
+
Free quote and follow up
+
Free access to blog postings
Individual Compliance Package
Starting at
$495 USD
+
Unlimited access to DocuTrakerTM app
+
Video meeting and unlimited email support
+
Complete federal and state tax filings
+
Billed after satisfactory completion
Pricing is subject to project complexity and additional services requested
Related Questions and Information
From start to finish, there are many steps and requirements to consider.
Who has to pay individual taxes?
U.S. Citizens and Permanent Residents: must report and pay taxes on worldwide income
Nonresident Aliens: must pay U.S. taxes on U.S.-source income
Resident Aliens: must pay taxes on worldwide income if they possess a Green Card or pass the Substantial Presence Test
Children and Dependents: may be required to report and pay taxes if certain income limits are reached
Deductions and Credits
Taxable income can be reduced by standard or itemized deductions or tax credits, such as the Earned Income Tax Credit or Foreign Tax Credit.
Filing Status: determines tax rates and deductions
Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Surviving Spouse
Income Reporting
All income must be reported on your tax return, including income statements such as W-2s and 1099s.
Income from self-employment must be reported and is eligible for additional deductions.
Noncompliance Penalties
Failure to file on time or to pay taxes can result in penalties and interest accumulation on balances owed. In addition, intentional underreporting or fraud can lead to criminal charges.
Foreign Reporting Requirements
If you have foreign assets, there are additional filings, including FinCEN 114 for foreign bank accounts reporting and Form 2555 for Foreign Earned Income Exclusions.
Estimated Taxes
If income tax is not withheld from your pay by your employer, you should make estimated tax payments throughout the year to reduce your tax liability when filing.
Testimonials
Read what others have to say about their experience
30 Minute Consultation
They were very knowledgeable about the topic and gave me great guidance for resolving this complicated tax situation with the IRS.
Expat Taxes
They have a very deep knowledge that was particularly valuable when filing my ex-pat taxes and was able to provide great advice for corporate filings as well. I highly recommend him and look forward to working with him again in the future.
Expat Taxes
I’m truly amazed at how professional, organized, and clear everything has been—this has been by far the smoothest tax process I’ve encountered.
