Residency and treaty
Substantial presence test, dual-status first years, the MFJ election for a non-resident spouse, and treaty credits so income is never taxed twice.
US returns for H-1B, F-1, green-card holders and citizens with Indian income or accounts. Residency tests, the India–US treaty, FBAR and FATCA, NRE and NRO income, and property sales, handled by CPAs who file on both sides.
The forms US software hides, and the questions Indian CAs cannot answer about the US side.
Substantial presence test, dual-status first years, the MFJ election for a non-resident spouse, and treaty credits so income is never taxed twice.
FBAR for accounts over $10,000, Form 8938, Form 3520 for gifts from parents, and PFIC treatment of Indian mutual funds.
Rental income, TDS credits, selling property in India, repatriation and the US capital-gain calculation.
ITINs for a spouse and dependents without mailing passports, through certified acceptance.
If one of these is you, the return needs more than a software checkbox.
Most individual returns are ready to review within a week of your documents arriving. Business clients get a named preparer who stays with them all year.
A free 30-minute call, or a two-minute form. We confirm what you need and quote a flat price before any work starts.
Day 1 · freeW-2s, 1099s, brokerage statements and receipts go into a secure client portal. Your preparer asks only for what's missing.
Secure portal · no email attachmentsA licensed CPA or EA prepares your return and walks you through the numbers before anything goes out. You sign electronically, we e-file.
Nothing is filed until you've seen itNRI returns vary too much for a flat menu. Bring last year's return and a list of accounts; you get a written price before any work starts.
Enter a few numbers and get a federal and state estimate in about two minutes, with the savings strategies a CPA would use on your return. Nothing is saved unless you choose to share it.
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If the combined balance of all foreign accounts exceeded $10,000 at any point in the year, yes: an FBAR is required, and Form 8938 above higher thresholds. Penalties for missing them start at $10,000.
Yes. India exempts it, the US does not. It is reported as interest income, and the account itself goes on the FBAR.
Usually yes, with an election to treat a non-resident spouse as resident and an ITIN application, which we handle without mailing the passport.
We coordinate with Indian CAs and prepare the US side so the two returns agree, including the foreign tax credit.
No sales script. Bring your last return or your questions and leave knowing what you'd pay, what you'd save, and what happens next.
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