Form 1040 / 1040NR / 1040SR and State Tax Returns

Accurate and compliant preparation and filing of Form 1040 and state individual tax returns

Corporate Tax Service

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About Service

  1. Review of taxpayer profile, filing status, and residency
  2. Analysis of income from all sources (salary, business, investments, rentals, foreign income)
  3. Reporting of capital gains, dividends, interest, and other investment income
  4. Preparation of Form 1040 and relevant schedules (U.S. Individual Tax Return)
  5. Claiming eligible deductions, credits, and adjustments
  6. Foreign income reporting and FTC considerations (where applicable)
  7. Review of withholding, estimated tax payments, and credits
  8. Preparation of state and local individual income tax returns
  9. Multi-state filing and residency analysis (if applicable)
  10. E-filing of federal and state tax returns
  11. Preparation and filing of extensions (Form 4868) if required

What to expect?

  1. Accurate and compliant federal and state individual tax returns
  2. Identification of eligible deductions and credits
  3. Clear explanations of tax positions and calculations
  4. Support for multi-state and complex income situations
  5. Professional assistance with IRS and state correspondence

Ready to begin? Share these details with us

  1. Personal details and filing status
  2. Prior-year federal and state tax returns
  3. Income and tax relevant documents (Forms W-2, 1099s, K-1, 1098 etc. )
  4. Details of investments, property, or business income
  5. If business Income-details of business, financials/bank statements and other relevant documents
  6. Foreign income and asset disclosures (if any)
  7. Estimated tax payments and withholding details
  8. State(s) of residence and income sources

Deliverables

Based on the agreed engagement scope, clients will receive:

  1. Filed Form 1040 (Federal Individual Tax Return)
  2. Filed State and Local Individual Income Tax Returns
  3. Tax Computation & Summary Schedules
  4. Multi-State Allocation Schedules (if applicable)
  5. E-Filed Confirmation Receipts
  6. Extension Filings (if applicable)
  7. Post-Filing Support for IRS and State Notices
  1. Review of taxpayer profile, filing status, and residency
  2. Analysis of income from all sources (salary, business, investments, rentals, foreign income)
  3. Reporting of capital gains, dividends, interest, and other investment income
  4. Preparation of Form 1040 and relevant schedules (U.S. Individual Tax Return)
  5. Claiming eligible deductions, credits, and adjustments
  6. Foreign income reporting and FTC considerations (where applicable)
  7. Review of withholding, estimated tax payments, and credits
  8. Preparation of state and local individual income tax returns
  9. Multi-state filing and residency analysis (if applicable)
  10. E-filing of federal and state tax returns
  11. Preparation and filing of extensions (Form 4868) if required
  1. Accurate and compliant federal and state individual tax returns
  2. Identification of eligible deductions and credits
  3. Clear explanations of tax positions and calculations
  4. Support for multi-state and complex income situations
  5. Professional assistance with IRS and state correspondence
Enroll Now

Ready to begin? Share these details with us

Accurate and compliant federal and state individual tax returns
Identification of eligible deductions and credits
Clear explanations of tax positions and calculations
Support for multi-state and complex income situations
Professional assistance with IRS and state correspondence

Deliverables

Based on the agreed engagement scope, clients will receive:

  1. Filed Form 1040 (Federal Individual Tax Return)
  2. Filed State and Local Individual Income Tax Returns
  3. Tax Computation & Summary Schedules
  4. Multi-State Allocation Schedules (if applicable)
  5. E-Filed Confirmation Receipts
  6. Extension Filings (if applicable)
  7. Post-Filing Support for IRS and State Notices

Ready to get started now?

Enroll Now