Free Quote Request
Before You Begin
in the questionnaire below, we ask only general questions regarding your work in the United States and abroad, and your business, rental and investment income. The only identifying information we request is your name and email address. If you are a foreign national and not a permanent resident, we must know your visa history and the number of days you were present in the United States for at least the last three years, so you should have your passport and travel dates handy. For a general menu of our fees for various forms see our General Fees Per Form.
There are potentially 40 short screens of questions, but you are only presented with the screens relevant to you, so you will likely see only a fraction of the 40 screens. The survey is shorter for US citizens and residents, and longer for foreign nationals with work visas. The completion time is anywhere from 2 to 10 minutes, depending on your situation. Finally, if you don't see a question below asking for your name, it means the server is just down temporarily. Please check back.
Notice About Extensions
We are at the point in the season when we need to talk about extensions. If our quote is accepted by you, we will complete your return as soon as possible after receiving your information, and do our best to get it filed before the due date. However, if we are unable to complete your tax return by April 15, and you have submitted sufficient information, we will file an automatic 6-month extension for you. This gives you until October 15 to file your tax return and avoid the failure to file penalty (5% per month). It will not, however, prevent the failure to pay penalty (1/2% per month) and interest (6% per annum) from accruing on any unpaid balance.
Of course, if you have a refund coming, there are no penalties to worry about and the IRS will pay you interest. If you are a nonresident alien with no wage or self-employment income in the U.S., or if you are a U.S. citizen or resident living outside the U.S. on April 15, you are granted an automatic extension to June 15 to file your return and pay the tax.
Let's Get Started With Your Quote Request
If you must leave the form before you submit it, your answers should be saved in your browser. Please be sure to answer each question carefully so that we can properly determine your best filing strategy. The correct answer to each question is critical for us to properly determine the tax forms you are required to file and whether you are potentially eligible for treaty benefits. If you are a foreign national and would like to determine whether you are classified as a nonresident alien or a resident alien, see Your Residency Status Questionnaire before you start.