Welcome to our website
Learn more about what we do
Who Must File
U.S. citizens and green card holders must file U.S. tax returns annually, regardless of where they live or where their income is earned.
Form 1040: Report worldwide income.
Deadline: April 15 (automatic extension to June 15 if abroad, but taxes are still due April 15).
Extension: File Form 4868 to extend to October 15.
Common Forms Required
Form Purpose 1040 Individual Income Tax Return 2555 Foreign Earned Income Exclusion 1116 Foreign Tax Credit 8938 Specified Foreign Financial Assets 114 (FBAR) Report of Foreign Bank Accounts 8621 Passive Foreign Investment Company (e.g., Swiss mutual funds) 3520/3520-A Foreign Trusts (e.g., Pillar 3a or vested benefits accounts, in some cases)