US Tax Return Preparation - Getting started:
US citizens or US Residents:
US Citizens in Canada and anywhere else for that matter - fill out the following organizer and return to me and your taxes will be soon behind you:
Non US Financial Accounts and Assets:
This spreadsheet should help you list your foreign accounts and assets:
Fill out this organizer to make sure you have captured everything:
Do you need a US Tax ID (ITIN):
If you are filing a US tax return and are not qualified for a Social Security number then you may need to apply for an IRS individual taxpayer identification number (ITIN). You may need to renew an existing ITIN that is expiring or that has already expired. An ITIN is a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. federal tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN).
Please contact me for an organizer. I will need a certified copy of your passport (Directions for a free copy of your Canadian Passport are at the bottom of the form)
Rental Property or do you own a Personal Residence in the US:
If you are not a US Citizen or considered a US Resident and own Real Estate in the US, say a rental property or a second home then please take a look at this organizer and return to me:
US Citizens in Canada and anywhere else for that matter - fill out the following organizer and return to me and your taxes will be soon behind you:
Non US Financial Accounts and Assets:
This spreadsheet should help you list your foreign accounts and assets:
Fill out this organizer to make sure you have captured everything:
Do you need a US Tax ID (ITIN):
If you are filing a US tax return and are not qualified for a Social Security number then you may need to apply for an IRS individual taxpayer identification number (ITIN). You may need to renew an existing ITIN that is expiring or that has already expired. An ITIN is a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. federal tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN).
Please contact me for an organizer. I will need a certified copy of your passport (Directions for a free copy of your Canadian Passport are at the bottom of the form)
Rental Property or do you own a Personal Residence in the US:
If you are not a US Citizen or considered a US Resident and own Real Estate in the US, say a rental property or a second home then please take a look at this organizer and return to me:
Do your best to fill out the forms, return to me and pretty soon your tax worries will be behind you.
I am here to help.
I am here to help.
