Foreign Nationals

U.S. Expatriates

Regular Individual

Self-Employed

Models

Business Returns

Tax Planning

Audit Assistance

Corporation Formation

Start Your Individual Tax Return by Filling out a Questionnaire: 

Please email back to me when finished.   I'll also need certain U.S. tax documents which you can email or fax me.  See details on questionnaire. 

IMPORTANT:  Choose SAVE, not OPEN.  To download a questionnaire, click on the hyperlink and choose to save the file to your hard drive.   If you open the questionnaire first, you won't be able to save it later.  Alternatively, right click with your mouse over the hyperlink, and select "Save Link As".  (Formatted in Excel).

2009 Regular Questionnaire  For regular individuals, foreigners, self-employed persons and single member LLC's.

2009 Expatriate Questionnaire  For U.S. citizens and Green Card holders who lived outside the U.S. during 2009.

If you need me to prepare a prior year tax return, click here for tax year 2008, 2007, 2006, 2005, 2004 and 2003 questionnaires

For Other Services:

For information or to get started on a business tax return or any other service, please click on the appropriate button on the left sidebar.  LLC's with more than one member should click on Business Returns.  You will need a partnership tax return.  If the LLC has only one member, report the income and expenses on your personal questionnaire's Self-Employment tab (see links to questionnaires above).