Service Fee Quote Request

For a confidential service fee quote, please describe your tax profile below.

Do not type your ENTER key beyond this point.

Please provide your contact information.

Your Personal E-Mail Address

Your First Name

Your Last Name

Contact Phone Number / Best Day & Time to Call

Your City and Country

Your Occupation

Filing Status:

Which of the following best describes your filing status?

• Single
• Married Filing Jointly and Spouse has social security number or ITIN
• Married, but Spouse does not have US social security number or ITIN
• Married Filing Separately
• Head of Household
• Qualifying Widow (er)

Check box if spouse is working

• Married and Spouse is Working

Spouse annual income

Total Number of Dependents, Excluding Spouse

Your Approximate Annual Salary and Wages in US$

Approximate Percentage of that Salary/Comp Earned Overseas

If Renting, Approximate Annual Foreign Housing Expense in US$

Month & Year You began Living Outside the US

Check any of the below that apply to you and your filing status.

Itemize deductions on Schedule A

• Yes

Have Self-Employment Business Income

• Yes

Amount of Self-employment annual revenue

Received Stock Option Compensation

• Yes

Indicate type stock options e.g., Restricted, Non-Qualified, Incentive

Own stock

• Yes

Indicate number of brokerage accounts/1099s and number of annual trades

Have Real Estate Rental Income

• Yes

Indicate number of rental units, State/Country of location and number of units sold

Have Partnership Interests

• Yes

Indicate number of Partnership Interests and Type

Own 10% or More of a Foreign Corporation

• Yes

Receive a Foreign Pension

• Yes

Contribute to a Private Foreign Pension (Excluding Japan National Pension)

• Yes

Made current year contribution to a US-based IRA retirement account

• Yes

Indicate type of IRA account – Traditional/ Roth/ Other

Need to file State Return(s)

• Yes

Indicate which States

Need to file Form 8938

• Yes

Indicate number of foreign accounts and excepted foreign financial asset types

Please check one of the following regarding your prior year tax return.

• Never filed before
• Completed return myself
• Used a major international tax and accounting Firm
• Used a smaller US-based company or individual
• Used a smaller foreign-based company or individual

Indicate name of international firm

Indicate name of smaller US company

Indicate name foreign company

Please provide any other information relevant to your tax profile below.

How did you find out about our service?

• Internet search engine.
• Link from another website or newsletter.
• Print media advertising or publicity.
• Word-of-mouth referral.

Thank you for using US-TaxCPA.com. Please submit form.

Submit Tax Profile