United States · Individuals

Find where you stand with the US.

Foreign owners of a US business, non-residents receiving US income, Americans living abroad, families filing at home, and estates exposed through US assets — five different positions, one licensed CPA who works across all of them. Pick the closest match below; most people fit one cleanly, and we will tell you if yours is a blend.

Get a fixed quote Back to Individuals I’m a business

Why this matters

Status decides your filings, not income alone.

Two people earning the same amount from the same US source can owe completely different things, because one is a citizen and the other is not. Where you live, which passport you hold and where the income arises are three separate questions, and all three change the answer.

Sorted by status, not by amountCitizenship and residence drive the filing, so that is where we start

One position, one clear pathEach situation below carries its own forms and deadlines, mapped up front

A licensed CPA on every filingNot a filing service — a CPA who signs what goes to the IRS

Fixed price once we know which one fitsPriced from the situation, agreed before any work starts

Find your situation

The five ways people land here

Start with whichever is closest. If none quite fits, tell us how you are placed and we will map it with you.

Foreign owner

Foreign owners of a US business

The company files, and so might you. Effectively connected income, Form 1040-NR, and the ITIN behind it.

See how it works → Non-resident

Non-residents with US income

Withheld on the gross unless a treaty rate is claimed properly. W-8 forms, treaty positions and refund claims.

See how it works → Abroad

Americans living abroad

You still file. Form 1040, FBAR, foreign asset reporting, and the choice between exclusion and credit.

See how it works → Domestic

US individuals and families

Federal and state returns, equity compensation, multi-state moves and estimated tax planning.

See how it works → Estate

Estate and gift exposure for non-residents

A US-situs exemption of $60,000, and US shares that count wherever they happen to be held.

See how it works → Not sure which fits?

Tell us how you are placed

If your situation does not match a box above, book a call and we will map it with you.

Start scoping →

Holding US real estate?

Rental income, FIRPTA withholding, the net-basis election and estate exposure are handled by US Real Estate CPA — our property practice, and a Taxule firm.

Go to US Real Estate CPA

What’s included

Every situation gets the same foundation

Your federal returnForm 1040 or 1040-NR, prepared around the rest of your position rather than in isolation

State returns where they reach youIncluding part-year and non-resident filings after a move

ITIN applicationsPrepared alongside the return where you do not already hold a number

Treaty positions, disclosed properlyClaimed on the return with the disclosure the position requires

Foreign account and asset reportingIdentified before it becomes a disclosure problem rather than after

A fixed price, agreed up frontSet once we know your status and sources, never billed by the hour

LicensedCPA · Montana

FocusCross-border individuals

DeliveryRemote, by design

FeesFixed, quoted up front

BillingNever hourly

Common questions

Before you pick a situation

What if I do not match one of the five?

These five cover what we see most, but they are a starting point rather than a menu. Plenty of people sit across two — an American abroad who also owns a US business, for instance. Tell us where you live, which passport you hold and where the income comes from, and we will map the right filings.

I have not filed in several years. Where do I start?

By not filing anything yet. There are established routes back into compliance, and which one fits depends on why the years were missed and what is in them. Filing returns retroactively on your own can close off options that were available to you.

How is this priced?

A fixed fee, agreed once we understand your status, your income sources and which states are involved. Quoted in writing before any work begins, and never billed by the hour.

Next step

Tell us where you stand.

Where you live, which passport you hold and where your income comes from. That is usually enough for us to tell you what you have to file and what it costs to run properly. If we are not the right firm for you, we will say so rather than quote for it.

Start scoping