TAX RETURN PREPARATION AND PLANNING

  • Form 1040, U.S. Individual Income Tax Return
  • Form 1040NR, U.S. Individual Income Tax Return for Non-Residents
  • Form 1041, U.S. Income Tax Returns for Estates & Trusts
  • Form 1065, U.S. Partnership Income Tax Return
  • Form 1120, U.S. Corporation Income Tax Return
  • Form 1120-S, U.S. Income Tax Return for an S Corporation
  • Form 1120-F, U.S. Income Tax Return for a Foreign Corp.
  • Form 706, U.S. Estate Tax Return
  • Form 709, U.S. Gift Tax Return
  • Texas Franchise Tax Returns
  • State Income Tax Returns
  • Payroll and Information Tax Returns (Federal 940, 941, W-2 and 1099 forms and State equivalents)
  • Form W-7, Application for IRS Individual Taxpayer Identification Number (ITIN)
  • Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts (FBAR form)
  • Form 8938, Statement of Specified Foreign Financial Assets
  • Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts and Bequests
  • Foreign withholding and exemption forms W-8BEN, W-8ECI, W-8EXP, W-8IMY, 1042-S, 8233, 8288 and 673
  • Foreign partner withholding forms 8804, 8805 and 8813
  • Form 8833, Treaty-Based Return Position Disclosure
  • Form 8840, Closer Connection Exception Statement for Aliens
  • Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations
  • Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
  • Form 8891, U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans (RRSPs)

CONSULTING

  • Tax planning, domestic and international.
  • Expatriate equalization issues.
  • Reviewing tax returns prepared by you or your prior tax return preparer.
  • Estate tax planning (domestic and international), gift giving strategies, income-shifting strategies, establishing of trusts, family limited partnerships, charitable trusts, life insurance trusts, reducing the risk of tax audits, protecting assets.
  • Entity selection: Determining which business form (C corp, S corp, LLC, Limited Partnership, LLP, PC, Proprietorship) is appropriate for your domestic or international business.
  • Travis County (TX) Central Appraisal District (TCAD) property tax appraisal disputes.

OTHER SERVICES

  • QuickBooks – assistance in setting up and maintaining books of account
  • Representation before the IRS on audits and appeals
  • Tax research

 

 

TDF 90-22.1