Choose What You Need Help With
US Resident Return (Form 1040)
Comprehensive Federal Form 1040 and State filing for US citizens, green card holders, and resident aliens meeting the Substantial Presence Test.
- W-2 & 1099 Income Compilation
- Standard & Itemized Deductions Optimization
- Multi-State Tax Returns & Part-Year Apportionment
- Child Tax Credit, Child Care & Education Credits
- Year-Round CPA Advisory Support
Nonresident Alien & NRI Return (Form 1040-NR)
Specialized cross-border tax return for H-1B, L-1, F-1 OPT/CPT, J-1 visa holders, and NRIs with US-sourced wages or investments.
- Substantial Presence Test (SPT) Mathematical Verification
- US-India Double Tax Avoidance Treaty (Article 21 / Article 22)
- Form 8843 Exempt Individual Statement Attachment
- Treaty Exemption on Standard Deduction & Fellowships
- Dual-Status Year-of-Departure / Arrival Guidance
FBAR (FinCEN 114) & FATCA (Form 8938)
Mandatory reporting of foreign financial assets including Indian NRE, NRO, FCNR, PPF, mutual funds, and Demat accounts over $10,000 USD.
- FinCEN Form 114 (FBAR) Direct Electronic Transmission
- IRS Form 8938 Specified Foreign Financial Assets Reporting
- Passive Foreign Investment Company (PFIC Form 8621) Analysis
- Treasury Peak Exchange Rate Conversion Engine
- Streamlined Foreign Offshore Amnesty Procedures
ITIN Application & Passport Certification (Form W-7)
IRS Certified Acceptance Agent (CAA) assisted Individual Taxpayer Identification Number application for spouses and dependents.
- IRS Form W-7 Preparation & CAA In-Person / Video Certification
- Original Passport Verification (No Mailing Original Passports)
- Joint Tax Return (Form 1040) Attachment Package
- Direct IRS Certified Acceptance Agent Submission Channel
- Full Tracking & Expedited Processing Resolution
US Business Entity Returns (1120-S / 1065 / 1120)
Federal and multi-state corporate tax preparation for US LLCs, S-Corporations, Partnerships, and cross-border subsidiaries.
- Form 1120, 1120-S, or 1065 Preparation & Filing
- Schedule K-1 Partner/Shareholder Distributions
- State Franchise & Corporate Excise Tax Compliance
- Foreign Ownership Reporting (Form 5472 / 1120)
- CPA Bookkeeping Reconciliation & Asset Depreciation
Tax Extensions (Form 4868 & 7004)
Automated 6-month IRS extension filing for individuals and businesses, preventing late filing penalties and securing additional time.
- Form 4868 Individual 6-Month Extension E-Filing
- Form 7004 Business Extension E-Filing
- Estimated Tax Liability Calculation & Payment Voucher
- Instant IRS Electronic Confirmation Receipt
- Full Multi-State Extension Filing Support
Amended Tax Returns (Form 1040-X)
Correction of prior year omissions, unclaimed treaty benefits, overlooked deductions, and missed dependent credits within 3-year statutory window.
- Form 1040-X Prior 3-Year Re-Filing & Adjustment
- Unclaimed US-India Treaty Benefit Reclamation
- Correction of Improper Form 1040 vs 1040-NR Submissions
- Accompanying State Amended Return Filings
- Direct Electronic Transmission & Tracking
IRS Notice Defense & Audit Representation
Professional CPA/EA representation for IRS letters (CP2000, CP501, 5071C), state tax notices, and document verification requests.
- Detailed IRS Letter & Penalty Notice Analysis
- Formal CPA Written Response & Statutory Defense
- Form 2848 Power of Attorney Filing with the IRS
- Penalty Abatement Requests (First-Time Abate & Reasonable Cause)
- Direct Representation Before IRS & State Tax Authorities
Form 1040 vs. Form 1040-NR: Key Differences
Not sure whether you should file as a resident or nonresident? Here is how they compare.
| Tax Rule / Item | US Resident (Form 1040) | Nonresident Alien (Form 1040-NR) |
|---|---|---|
| Worldwide Income | You report income earned anywhere in the world. | Only US-sourced income is reported. |
| Standard Deduction | Eligible for the standard deduction ($14,600+ Single). | Itemized deductions only (students from India have a treaty exception under Art. 21(2)). |
| Foreign Bank Accounts (FBAR) | Required if foreign accounts exceed $10,000 at any point. | Generally not required unless classified as a resident for tax purposes. |
| Filing Jointly with Spouse | Permitted (Married Filing Jointly). | Must file as Married Filing Separately unless making a special 6013(g) election. |
Need help deciding on the right filing status?
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