ITIN Services
Guidance for preparing an Individual Taxpayer Identification Number application or renewal package.
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Nonresident Tax Return (Form 1040-NR)
Focused return preparation for nonresident taxpayers navigating U.S.-source income and residency questions.
Who this is for
Nonresident individuals who may have a U.S. filing requirement, including international students, researchers, professionals, property owners, and investors.
Understanding the service
Clear guidance starts with the right facts
Residency classification is reviewed before return preparation because it affects the return type and reporting approach.
Where treaty or cross-border questions arise, the relevant facts and documents are identified for professional review.
Review before relying. Tax law, thresholds, forms, and deadlines can change. Confirm current requirements and how they apply to your specific facts before filing.
What to prepare
Information that helps us begin
The exact request depends on your circumstances. These categories provide a practical starting point.
01
Passport, visa, and U.S. travel history
02
Forms W-2, 1042-S, 1099, or K-1
03
ITIN or Social Security number, if issued
04
Prior U.S. returns and relevant treaty documentation
Our process
A disciplined path from questions to completion
Each engagement is scoped to the facts and services agreed with you.
STEP 1
Classify
Review immigration status, travel dates, and U.S. presence.
STEP 2
Collect
Gather U.S.-source income and withholding records.
STEP 3
Assess
Consider filing position and questions requiring verification.
STEP 4
Complete
Review and authorize the appropriate return.
Residency status considered before preparation
Cross-border documents reviewed together
Clear separation of facts from items requiring specialist confirmation
Common questions
Questions about nonresident tax return
Start a conversation
Bring us the facts. We’ll help organize the next step.
Share a brief overview without including Social Security numbers, account numbers, or other sensitive records in email.
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