US Citizen/Resident Living in the US

Name: US Tax Help
Address: 195 Scenic Ridge Ct, Redmond, OR, 97756, USA
Telephone: (541) 923-0903
Rating: 5/5

Please answer to the best of your ability so we can provide you with a quote.

Ted has a streamlined system to get your taxes done right and done fast. Whether you’re an expat living abroad struggling with US taxes or a non-resident alien caught up in the US tax system, Ted is here to help you pay the lowest taxes the law allows.

Feel free to contact Ted if you prefer to speak with him directly.

Contact Information
Name*
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Phone*
Email*
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Client Profile
Last year a tax return was filed*
Last year filed (other)
Did you file a state tax return on this last year as well?*
Sources of income since you last filed.
(Please select which of the following statements apply to you or your spouse)
Income Earned while working in a foreign country?
Do not select yes of this box if you are a Government employee, select yes to "Wages from the US Government or one of its agencies while residing abroad" instead.
If yes, do you pay taxes to this foreign country?
Wages from a US Employer?
If yes, what is the maximum number of W-2 forms you have in any of the years to be filed?
Wages from the US Government or one of its agencies while residing abroad?
If yes, what is the maximum number of W-2 forms you have in any of the years to be filed?
Income as self employed (1099-MISC US Income, consultants, Independent Contractors)?
Select yes if the company that pays your wages is owned by another family member, or through a trust or other company you own.
If yes, what is the maximum number of 1099-Misc Forms you have in any of the years to be filed?
Wages from a non-US Employer?
Income (Including wages or distributions) from a company that I own directly or indirectly.
Select yes if the company that pays your wages is owned by another family member, or through a trust or other company you own.
Type of legal entity
Other
Country of Incorporation?
Bank Interest Income
If yes, from how many banks?
Investment income/loss from Brokerage house transactions?
If yes, how many transactions?
Do you own any real estate?
If yes, do you have an outstanding mortgage on this property?
Is the property for investment purpose?
Is the property in the US?
Income from real estate rental?
From how many properties?
Did you sell any real estate?
If yes, please select the years when you sold real estate:
Income from sales of other type of property (Sale of art collections, for example; whether tangible or intangible)
If yes, type of property?
Do you pay or receive alimony?
What is your gross income (Including Spouse's if married)?
Depending on your level of income, we need to spend additional time qualifying you for any tax advantages that may reduce your tax liability. For example, if your income is under the Foreign Earned Income Exclusion limit, then we do not need to spend additional time researching your situation, as your tax liability will already be Zero.
Did your employer provide housing, meals or pay other expenses on your behalf?
Did the combined balance of your foreign financial accounts , whether you are a signatory or have control over them, directly or indirectly through one or many layers of other legal entities, exceed $10,000 at any point in the years you are filing?
Do you have ownership interest greater than 9.9% in a foreign legal entity such as a corporation (not a trust)?
In any of the tax years to be filed, were you involved in any transactions with a foreign trust (Creating one, transfers, distributions)?
Do not answer yes if you merely own a foreign trust and had no activity during the year.
Did you purchase your first home in 2008 or 2009?
1. Purchased your first home between April 9, 2008 and November 30, 2009
2. Your income must be below $95,000 if single or $170,000 if married
Did you incur in any post secondary education expenses?
Expenses are for: One of the first two years of post high school education
Expenses are for: Third year or more of post high school education
Status
Does this program lead to a degree, certificate or other educational credential?
Will this degree enable you to work in a new field different to your current profession?
Are there any areas that you are aware should be discussed in your tax return but we did not address here?
Other Concerns Description
Privacy Policy*
- I accept the privacy policy

US Citizen/Resident Living in the US

Contact Information

Client Profile

Sources of income since you last filed.
(Please select which of the following statements apply to you or your spouse)

To Get Started, Summarize Your Tax Issue

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US Citizen/Resident Living in the US

Contact Information

Client Profile

Sources of income since you last filed. (Please select which of the following statements apply to you or your spouse)

To Get Started, Summarize Your Tax Issue

Sources of income since you last filed.
(Please select which of the following statements apply to you or your spouse)