Regular Individuals -- U.S. Citizens & Resident Aliens (i.e., Green Card holders and foreign nationals who meet the substantial presence test)

To get started with your individual tax return preparation, please complete a tax questionnaire.

No matter where you live in the United States, I provide convenient, efficient and personal service year-round.  All state tax returns are available.   To see how easy the process is, take a look at the procedures described on the main page.  While preparing your tax return, I always look for any potential tax-savings opportunity available to you.

As a tax preparation client, quick questions - generally those that take 5 minutes or less to answer - are complimentary by email.  Please contact me before making any major financial decisions so you don't inadvertently put yourself in an unfavorable tax position. 

Worldwide income reporting:  All U.S. citizens, green card holders and residents aliens (including foreign workers on a U.S. visa who meet the substantial presence test) must report income earned outside the United States.  You may also claim worldwide deductions, such as mortgage interest on a home located abroad.

Foreign account and foreign asset reporting:  If you have foreign accounts or assets, you may be required to file Form 114 (FBAR) and Form 8938 (included in the tax return).  Click on the link for details.

See Deductions for examples of deductible and non-deductible expenses.