Our Areas of Expertise

We prepare the following tax forms for our clients.

U.S. Federal Individual Income Tax Return

Form 1040 | Full Year Resident
Form 1040NR-DS | Dual Status
Form 1040NR | Non-resident
Form 1040-X | Amended Tax Return

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U.S. State Individual Income Tax Return

All states with income tax filing requirements

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U.S. Income Tax Return for Estates and Trusts

Form 1041

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U.S. Gift (and Generation-Skipping Transfer) Tax Return

Form 709

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U.S. Estate (and Generation-Skipping Transfer) Tax Return

Form 706
Form 706-NA

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Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Form 3520

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Annual Information Return of Foreign Trust With a U.S. Owner

Form 3520-A

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Information Return of U.S. Persons With Respect To Certain Foreign Corporations

Form 5471

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Return of U.S. Persons With Respect to Certain Foreign Partnerships

Form 8865

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Report of Foreign Bank and Financial Accounts [FBAR]

FinCEN Form 114

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Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

Form 8621

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Statement of Specified Foreign Financial Assets

Form 8938

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Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Form 5472

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