Client Forms

Tax Organizers for U.S. Resident Clients

If you are a returning client and reside in the U.S., please complete the questionnaire in the link below.  If you prefer to use the pdf Tax Organizer with your previous year's data, please email us.

Returning Client Tax Questionnaire-US-web form »


If you are a new client and reside in the U.S., please complete the questionnaire in the link below.  If you prefer to use the pdf Tax Organizer, you can access a blank organizer in the link below.

2021 Tax Organizer» 
 
New Client Tax Questionnaire-US-web form>>

Tax Questionnaires and worksheets for Expat Clients

If you are a returning client and reside outside the U.S., please complete the Returning Client Questionnaire and FBAR Worksheet. You can complete the questionnaire in a web form or pdf.  If selecting the Pdf form, be sure to download the Questionnaire and save it to your computer before completing.

Returning Client Tax Questionnaire-Expat-web form »
Returning Client Tax Questionnaire-Expat-pdf form »
FBAR Worksheet »


If you are a new client and reside outside the U.S., please complete the New Client Questionnaire and FBAR Worksheet.   You can complete the questionnaire in a web form or pdf.  If selecting the Pdf form, be sure to download the Questionnaire and save it to your computer before completing.

New Client Tax Questionnaire-Expat-web form »
New Client Tax Questionnaire-Expat-pdf form »
FBAR Worksheet »

Tax Questionnaires for Non-resident Alien Clients

If you are a Non-Resident Alien but have U.S.-sourced income and need to file a U.S. tax return, please complete the Non-Resident Client Questionnaire.  You can complete the questionnaire in a web form or pdf.  If selecting the Pdf form, be sure to download the Questionnaire and save it to your computer before completing.

Non-Resident Client Tax Questionnaire-web form »
Non-Resident Client Tax Questionnaire-pdf form »

Foreign Investment Chart

Virtually any investment made by a U.S. citizen outside of the United States will have a U.S. disclosure and/or U.S. income tax implication.  Proactive planning can help minimize disclosure and income tax requirements.  Download this chart to review potential disclosure/income tax effects of various investments.

Foreign Investment Chart » 

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Contact Info

  P.O. Box 1278
Columbus, Texas 78934

 +1 (346) 231-1195

 +1 (346) 231-1194

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