US individual tax returns.
Prepare your US tax return with support reviewing income records, residency context and filing requirements for the relevant tax year.
Is this the right starting point?
US individual return preparation starts with tax residency, filing year, income sources and the federal and state scope.
When it fits
An individual with a potential US filing requirement, including circumstances involving more than one country or state.
Your US return. A clearer starting point.
Discuss support with tax residency and year, income sources and tax documents and federal and state scope discussion. We confirm the tasks, review rounds and responsibilities around your requirements.
- 01
Tax residency and year
- 02
Income sources and tax documents
- 03
Federal and state scope discussion
The agreed federal or state return set and supporting computation, with cross-border questions and filing responsibilities identified.
Your engagement confirms the final deliverables and any separately scoped work.Prepare the right records.
Start with the information below. The final checklist depends on your circumstances, the application or reporting route, and the recipient’s requirements.
Entity, person and jurisdiction details
Tax classification or residency, reporting year, states involved and the purpose of the engagement.
Financial and prior-period records
Books, tax documents, earlier filings, ownership and relevant transaction or recipient records.
Records for this service
Residency and travel details, W-2/1099 or other income records, earlier returns and foreign income/account information where relevant.
From review to handover.
- 01
Define the engagement
Confirm jurisdiction, tax or reporting framework, intended recipient and professional responsibilities.
- 02
Review the evidence
Organise the accounts and supporting records and resolve questions about the reporting scope.
- 03
Prepare and review the work
Discuss the computation, reporting, analysis or evidence with the responsible professionals.
- 04
Agree the handover
Deliver the agreed records or reports and confirm submission, signing and continuing responsibilities.
Know the scope, cost and timing.
What affects the quote
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote.
What affects the timeline
Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
After this work
Retain the supporting records and reports and agree who handles submission, tax payments, communications and the next reporting cycle.
Questions before you begin?
What does US individual tax returns support include?
Tax residency and year, income sources and tax documents and federal and state scope discussion. The final inclusions and handover documents are agreed before the engagement starts.
What should I have ready?
Residency and travel details, W-2/1099 or other income records, earlier returns and foreign income/account information where relevant.
What will it cost, and how long will it take?
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote. Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
Can you help with my US jurisdiction?
Tell us about the person or entity, reporting year, state activity and type of engagement. We confirm professional coverage and the appropriate scope before accepting the work.
