Service Fee Quote Request

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For a confidential service fee quote, please describe your tax profile below.
Click here for a PDF version of this form to send by email.

Thank you.

Please provide your contact information:

Your Personal E-Mail Address
                Please use this personal email address for all future contact and maintain discussion thread for best service.
Your First Name
Your Last Name
Contact Phone Number
Best Day & Time to Call
Your Occupation

Which of the following best describes your filing status?
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 if 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 Earned Overseas
If Renting, Approximate Annual Foreign Housing Expense in US$
Month & Year You began Living Outside the US
Check box if you are required to file Form 8938 under the new FATCA rules to report foreign financial assets.  See link for definitions and who must file and provide details on the number and type of foreign financial assets, including more than 10% share ownership of a foreign corporation,  in the other info box at the bottom of this page.  This new report is in addition to the FBAR.

Number of Form 8938 accounts to report 

Click here for more information on Form 8938 

Check any of the following that apply to you and your filing status.
Itemize deductions on Schedule A
Have Self-Employment Business Income.  Annual Revenue
Received Stock Option Compensation.  Type:  ISO  NQ   Other
Own Stock.  Indicate number of sale transactions
Number of Brokerage Accounts
Real Estate Rentals   Number of rental units    Number of Units Sold
Country and state where units are located
Have Partnership Interests.  Number of Partnerships
Made current year IRA Contributions. Type: Roth  Traditional  
         Specify Other
Receive pension or social security payments
Have dependents in college
Receive income from installment sales
U.S. Government Employee/Diplomat, etc. (exempt from foreign country income tax, or
do not qualify for foreign earned income exclusion -- explain in other information box)

Indicate State Tax Returns needed

Please check one of the following regarding your prior year return.
Never Filed Before
Completed return myself
Used a major international tax and accounting firm
Used a smaller US-based firm or individual
Used a smaller local firm or individual

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

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After reviewing your profile, we will contact you with a fee quote for services.  Thanks Again!!