Personal Income Tax Preparation
Simplify your tax return & get your max refund. guaranteed
Personal Income Tax Return & Tax Refund
U.S. taxpayers must file their tax return to report the income and deductions with the Internal Revenue Service and state tax authorities before April 15 each year. The tax return forms are the documents that you submit each year outlining your income, expenses, investments, and other tax-related information.
A tax refund is what you get when you pay more taxes to the federal or state government than you actually owe. At this time, the tax department will refund you the amount of tax you do not have to pay. There are many factors that will affect your actual amount of tax, such as: income amount, family members, children’s age, school tuition, loans, local taxes, retirement funds, overseas income and so on. That’s why you will need an experienced accountant to help you get the maximum refund.
No Matter Where You Are, Easy 4 Steps To Filing Tax Return
Step 1
Contact us. Schedule a free first consultation.
You can upload your tax documents directly on our website / secure portal. We will contact you via phone, email or zoom after received your order.
Step 2
Send us your tax documents. (If you’ve already uploaded it, you can skip this step).
Client’s information are secure and will not disclose to any third party.
Step 3
Our professionals will complete your tax returns as soon as possible.
A copy of the tax returns will send to you for eSignature.
Step 4
Sign your tax returns & pay by credit card, bank transfer or check.
We will e-filed your tax returns to the IRS and State Department of Revenue
Tax Prepartion With Flat Price
Basic
- + $30 per state filed
- Included:
- W-2
- Unemployment Income
- Retirement Income
- Earned Income Credits
- CPA 1 to 1 Service by Phone or Email
Deluxe
- + $45 per state filed
- Included：
- Everything in Basic
- Itemized Deductions
- Dependents
- Child Care Expenses
- Current Students
- Student Loan Interest
- Stock Transactions
- Mortgage Interest
- Real Estate Taxes
- CPA 1 to 1 Service by Phone or Email
Premier
- + $45 per state filed
- Included:
- Everything in Deluxe
- Sale of Home
- Schedule K-1 and Royalty Income
- Rental Property Income
- International Students & Non-resident
- CPA 1 to 1 Service by Phone or Email
Self-Employed
- + $45 per state filed
- Included:
- Everything in Premier
- Freelance Income, including Form 1099-NEC or 1099-MISC
- CPA 1 to 1 Service by Phone or Email
Other Personal Tax Service Fees:
- ITIN Application - $100
- Foreign Bank & Financial Account Report - $50 (Up to 5 Accounts)
- Foreign Gifts & Bequests - $50
- Gift Tax (Form 709) - $250
- Personal Financial Statement - $100
Note: Price may change if client has too many items to report.
What We Covered
Individual Income Tax
Individual income tax preparing and filing for U.S. resident, non-resident and international students. Maximize your tax refund.
Tax Planning
Changing in tax regulations and your personal financial situation will also change your taxes. A tax planning strategies allow your to keep more of your money by reducing your taxes.
ITIN Application
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS. It is for individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain, a Social Security number (SSN).
Tax Audit Defense
Consultation with real CPA and tax professional if you receive an audit notice. We will assistant with what to expect and how to prepare for an audit.
Notice Letter Response
Do not panic if you received an tax notice letter. We are here to help with it.
Foreign Bank & Financial Assets Report
U.S. citizens and residents (including tax residents) who hold foreign bank accounts, foreign investment accounts, foreign mutual funds, or trustees of foreign investment trusts should consider whether they must file Form 8938 and FBAR. More details at IRS Website.
U.S. Citizen & Resident Filing Tax Return
The U.S. tax filing period are from January 1 to April 15 each year (Tax Season). During this period, all taxpayers are required to report their yearly income or deductions to the I.R.S. & State Tax Departments before the deadline. All citizens & residents who meet the tax filing requirements are obliged to file their tax return. If they fail to do so before the due date, they will face the fine or penalty from the tax departments, or, civil and criminal penalties.
Although the immigration laws of the U.S. refer to aliens as immigrants, nonimmigrants, and illegal aliens, the tax laws of the U.S. refer only to Resident and Nonresident Aliens (described separately below). They are using two different forms to filing the tax return. If you are an alien (not a U.S. citizen), you are considered a nonresident alien, unless you meet one of two tests for the calendar year (1/1 – 12/31). 1. You are admitted to the U.S. as, or change your status to, a Lawful Permanent Resident under the immigration laws (the Green Card Test), or 2. You meet the Substantial Presence Test.
To meet the substantial presence test for the calendar year, you must be physically present in the U.S. on at least: 31 days during the current year, and 183 days during the 3-year period that includes the current year and the 2 years immediately before that,
Substantial presence test counting: All the days you were present in the current year, and 1/3 of the days you were present in the first year before the current year, and 1/6 of the days your were present in the second year before the current year.
International Students Tax, Nonresident Aliens Tax
If you are not a U.S. citizen, and not passed the green card test or the substantial presence test, you are a nonresident alien, and only the incomes from U.S. need to report. Please note if you were a nonresident alien student, teacher, or trainee who was temporarily present in the United States on an “F,””J,””M,” or “Q” visa, you are considered engaged in a trade or business in the United States. You must file Form 1040-NR only if you have income that is subject to tax, such as wages, tips, scholarship and fellowship grants etc.
International students & nonresident aliens need to file Form 1040-NR if they have income that is subject to tax. If there is no income during the year, Form 8843 must filed to the I.R.S. whether or not you earned income or will need to file a tax return.
Most international students & nonresident aliens do not need to pay FICA Tax (Social Security Tax & Medicaid Tax). Many employers mistakenly withholding the FICA taxes. If you find that you have been charged for FICA taxes, we can help you to get them refund back.
Filing your U.S. tax return on-time is also good for future transfer of immigration status.
Gift Tax, Estate Tax, Foreign Gifts & Bequests, Foreign Financial Assets
Gift Tax:
Whether gift tax should be reported and paid to the IRS depends on four factors: the status of the giver, the status of the recipient, the type of property and the country in which the property is located. There are annual allowances and lifetime allowances for gift taxes. A lifetime allowance is used when the amount of the gift exceeds the annual allowance but you do not want to pay tax.
- Gifts to the spouse are tax free and the annual allowance is unlimited.
- Gifts to non-spouse recipients, the annual allowance is $17,000 in 2023 and the life time allowance is $12.92 million.
Estate Tax:
The Estate Tax is a tax on your right to transfer property at your death. If the total value of the estate exceeds the life allowance, estate tax is payable. Some states also have estate tax.
The global assets of U.S. citizens and residents are counted. If you are a U.S. citizen or green card holder, no matter which country you’re living, you will be subject to the U.S. estate tax when transferring property to someone else. The estate tax exemption amount is $12.92 million in 2023.
Foreign Gifts & Bequests:
In general, a foreign gift or bequest is any amount received from a person other than a U.S. person (a foreign person) that the recipient treats as a gift or bequest and excludes from gross income. A foreign gift does not include amounts paid for qualified tuition or medical payments made on behalf of the U.S. person. For gifts or bequests from a nonresident alien or foreign estate, you are required to report the receipt of such gifts or bequests only if the aggregate amount received from that nonresident alien or foreign estate exceeds $100,000 during the taxable year. If the gifts or bequests exceed $100,000, you must separately identify each gift in excess of $5,000.