Forms

Tax Organizers for U.S. Resident Clients

If you are a returning client and reside in the U.S., your tax organizer will be uploaded to your Sharefile in January of each year.  You can login here to access it. You are not required to use the tax organizer, but we do ask that you complete the ORG 3 and ORG 4 and upload them to us (pages 5-8 of the pdf).


If you are a new client and reside in the U.S., you can download a blank organizer here. You are not required to use the tax organizer, but we do ask that you complete the ORG 3 and ORG 4 and upload them to us (pages 5-8 of the pdf).

2019 Tax Organizer» 
 

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.  Be sure to download the Questionnaire and save it to your computer before completing.

Returning Client Questionnaire »
FBAR Worksheet »

If you are a new client and reside outside the U.S., please complete the New Client Questionnaire and FBAR Worksheet.  Be sure to download the Questionnaire and save it to your computer before completing.

New Client Questionnaire »
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.  Be sure to download the Questionnaire and save it to your computer before completing.

Non-Resident Client Questionnaire »

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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