Returning Client Page

Welcome back to US-TaxCPA.com!  Thank you for your patronage last year and we look forward to serving you again this year.

To save you time and help complete your tax return accurately and as efficiently as possible, please refer to the link below to update any contact and tax information for this year's tax return.  Please feel free to send the organizer and related tax documents by regular mail or email attachment.

Returning Client Tax Organizer 

For clients with Rental Income, Business Income, or high volume of Stock Trades that exceed the parameters of the organizer link above, please refer to the following Excel file link to help summarize this information and get the most from your rental and business expenses.  The file can be attached to an email after saving on your computer.

Stock Trades, Rental and Business Income Workbook.xls
Click Excel file link above, then save to your computer before opening.
(Click Cancel should a pop up window request a password.)

Filing Deadlines and Extensions

For taxpayers living in the United States, the regular filing deadline to avoid penalties and interest is April 15.  Taxpayers abroad have an automatic 2-month extension to June 15 to avoid late penalties, and can request an additional 4-month extension to October 15 by filing Form 4868, Application for Automatic Extension of Time to File U.S. Individual Tax Return.  This form is available for download at the link below.

October 15 Automatic Extension to File

Taxpayers abroad have until June 15 to file the above 4868 extension.  However, to help minimize any penalties and interest for underpayment of estimated tax and late payments, you should file the form no later than April 15 (keeping a certified mail receipt as proof of filing).  Your total estimated payments, including those made during the year and any overpayment applied from your prior year return, plus any additional paid with the extension, should be at least 110% of your tax liability shown on your prior year return (Line 57 of  2006 Form 1040).  Any excess can be refunded later or applied to your next year estimated tax payments.
 

Suggestions for this Page

This page for returning clients is still under construction and we welcome your suggestions on what information and functionality you would like to see on this page.