When you engage our services, we will create a unique portal for you at our Onvio client center which offers enterprise-level security and send you an invitation to sign on and set up a password. You can then upload information we need to prepare your filings. We will post drafts of your return or other forms we prepare for you there so that you can view or retrieve them. Please check the section(s) below applicable to you, to view a list(s) of documents and information items we would need to prepare your tax or information forms.
Income Tax & Other Returns
U.S. citizens and Green Card Holders are taxed on a world-wide basis. You should assume any and all income is reportable. If you are not sure about a particular item of income, provide us with information and we will advise accordingly.
A United States person must file a Foreign Bank Account Report (FBAR) if that person has a financial interest in or a signature authority over any financial account(s) outside the United States and the aggregate maximum value of the account(s) exceeds US$10,000 at any time during the calendar year. There is a noncompliance penalty starting at $10,000 per form for non-filing, late filing or incomplete filing.
Non-US persons who do not have a U.S. social security number (SSN) need an Individual Taxpayer ID Number (ITIN) when filing a U.S. tax return, or investing in U.S. businesses or investments. The ITIN application process can be a frustrating experience and we can assist with this.
Make Payments, check Refunds, etc.
Click here to access IRS tools and apps to help you find the status of your tax return, refund, etc.
Secure Client Portal
Sign in here to share your tax data with us. If you do not yet have an account with us, and wish to securely
share data with us, contact us to arrange this at firstname.lastname@example.org.