Forms & Aids

Consultation request forms and other useful information.

Consultation Request Form

If you reside in the U.S. and are interested in a FREE, no-obligation fee estimate or would like to schedule a consultation regarding your U.S. taxes, please download, complete and upload back to us the Consultation Request Form.

Consultation Request Form » 

If you are a U.S. citizen or Green Card holder and reside outside the U.S. and are interested in a FREE, no-obligation consultation regarding your U.S. taxes, please download, complete and upload back to us the Consultation Request Form for Expats.

Consultation Request Form for U.S. Expats» 

If you are a non-Resident Alien with U.S.-sourced income and are interested in a FREE, no-obligation consultation regarding your U.S. taxes, please download, complete and upload back to us the Consultation Request Form for Non-Residents.

Consultation Request Form for Non-Residents» 

 
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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