Individuals

Personal tax guidance for life in the U.S. and across borders

Get organized support for annual returns, withholding, taxpayer identification, foreign accounts, and changing circumstances.

Individual services

Find the support that fits your situation

Thoughtful federal tax return preparation for individuals and families with clear guidance at every stage.

Focused return preparation for nonresident taxpayers navigating U.S.-source income and residency questions.

Guidance for preparing an Individual Taxpayer Identification Number application or renewal package.

Practical help completing Form W-4 based on your household, income, and withholding situation.

Careful support for evaluating and reporting qualifying foreign financial accounts through FinCEN Form 114.

Coordinated review of specified foreign financial assets and potential Form 8938 reporting with your tax return.

An organized extension request when more time is needed to file an individual federal income tax return.

Forward-looking tax guidance built around expected income, business activity, and important life changes.

Tell us what you are working through. We’ll help you identify a practical next step.