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Tax Samaritan US Expat Tax Security Statement
Why an enrolled agent?
What We Do
Tax Preparation
Tax Preparation Services
Expatriate Tax Return Preparation
Business Tax Returns
Form 5471 - Foreign Corporations
Form 8858 - Foreign Disregarded Entity
Form 8992 - GILTI (Global Intangible Low-Taxed Income)
Individual Expat Tax Returns
FinCen Form 114 - Foreign Bank Account Reporting (FBAR)
Foreign Pensions
Form 1040-NR - Nonresident Alien Income Tax Return
Form 1116 - Foreign Tax Credit
Form 2555 - Foreign Earned Income Exclusion
Foreign Earned Income Exclusion - Form 2555
Bona Fide Residence Test
Physical Presence Test
Form 3520 - Foreign Gift Disclosure
Form 8621 - PFIC (What Is A PFIC?)
Form 8833 - Treaty-Based Return Position Disclosure
Form 8938 - FATCA Reporting
Form W-7 - ITIN Application (Certified Acceptance Agent)
How Totalization Agreements Help Expats Save on Taxes
Non Resident Tax Return Preparation
Tax Resolution
Tax Resolution Solutions
Back Tax Returns
Back Taxes Owed
Bankruptcy
Innocent Spouse Relief
Installment Agreement
IRS Collection Process
IRS Tax Appeal – The Latest On What Expats Need To Know
IRS Tax Lien
Offer In Compromise
Penalty Abatement
Tax Audit
Wealth Management
The Basics of Investing
Wealth Management Advantage
Wealth Management Issues
Wealth Management Planning Process
Wealth Management Services
Getting Started
Get a Free, No-Obligation Tax Quote
Get Tax Relief for Tax Problems
Tax Samaritan’s Expat Tax Preparation Process
Resources
Expat Resources
Foreign Exchange Service
Health Reimbursement Account
Mail Forwarding Service
Other Expat Resources
Free Guides
Tax Guides
5 Questions To Ask Tax Resolution Firms
7 Secrets The IRS Doesn't Want You To Know
Digital Nomads
Entrepreuneurs & Business Owners
Foreign Gift Tax Guide
How To Avoid 4 Tax Resolution Company Rip Offs
Military Contractor Guide
Owe More Than $50,000? Your Passport Is In Jeopardy
PFIC (Foreign Mutual Fund) Guide
Retiring Abroad
Should I Hire A Professional
Special Report-Individual Taxpayers
Special Report-Small Business Taxpayers
Streamlined Procedure Tip Sheet
Tax Filing 101 for US Expats
Top 10 Costly Misconceptions About Expat Tax Preparation
What To Do When You Receive The Dreaded Letter From The IRS
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Frequently Asked Questions – FAQ
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Contact Us
GET A FREE TAX QUOTE
Call Us: 775-305-1040
Home
About Us
About Tax Samaritan
Our Core Values
Satisfaction Guarantee
Tax Samaritan’s Proven Expat Tax Services Results
Tax Samaritan US Expat Tax Security Statement
Why an enrolled agent?
What We Do
Tax Preparation
Tax Preparation Services
Expatriate Tax Return Preparation
Business Tax Returns
Form 5471 - Foreign Corporations
Form 8858 - Foreign Disregarded Entity
Form 8992 - GILTI (Global Intangible Low-Taxed Income)
Individual Expat Tax Returns
FinCen Form 114 - Foreign Bank Account Reporting (FBAR)
Foreign Pensions
Form 1040-NR - Nonresident Alien Income Tax Return
Form 1116 - Foreign Tax Credit
Form 2555 - Foreign Earned Income Exclusion
Foreign Earned Income Exclusion - Form 2555
Bona Fide Residence Test
Physical Presence Test
Form 3520 - Foreign Gift Disclosure
Form 8621 - PFIC (What Is A PFIC?)
Form 8833 - Treaty-Based Return Position Disclosure
Form 8938 - FATCA Reporting
Form W-7 - ITIN Application (Certified Acceptance Agent)
How Totalization Agreements Help Expats Save on Taxes
Non Resident Tax Return Preparation
Tax Resolution
Tax Resolution Solutions
Back Tax Returns
Back Taxes Owed
Bankruptcy
Innocent Spouse Relief
Installment Agreement
IRS Collection Process
IRS Tax Appeal – The Latest On What Expats Need To Know
IRS Tax Lien
Offer In Compromise
Penalty Abatement
Tax Audit
Wealth Management
The Basics of Investing
Wealth Management Advantage
Wealth Management Issues
Wealth Management Planning Process
Wealth Management Services
Getting Started
Get a Free, No-Obligation Tax Quote
Get Tax Relief for Tax Problems
Tax Samaritan’s Expat Tax Preparation Process
Resources
Expat Resources
Foreign Exchange Service
Health Reimbursement Account
Mail Forwarding Service
Other Expat Resources
Free Guides
Tax Guides
5 Questions To Ask Tax Resolution Firms
7 Secrets The IRS Doesn't Want You To Know
Digital Nomads
Entrepreuneurs & Business Owners
Foreign Gift Tax Guide
How To Avoid 4 Tax Resolution Company Rip Offs
Military Contractor Guide
Owe More Than $50,000? Your Passport Is In Jeopardy
PFIC (Foreign Mutual Fund) Guide
Retiring Abroad
Should I Hire A Professional
Special Report-Individual Taxpayers
Special Report-Small Business Taxpayers
Streamlined Procedure Tip Sheet
Tax Filing 101 for US Expats
Top 10 Costly Misconceptions About Expat Tax Preparation
What To Do When You Receive The Dreaded Letter From The IRS
Country Guides
Austria
Australia
Bermuda
Brazil
Canada
Cayman Islands
China
Colombia
Costa Rica
Czech Republic
Denmark
France
Finland
Germany
Hong Kong
Iceland
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Thailand
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United Kingdom
Free Webinars
Frequently Asked Questions – FAQ
Tax Blog
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Contact Us
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Basic Client Intake Form
Basic Client Intake Form
Pre-Work (New Client)
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Taxpayer Info
(please be sure to provide information exactly as it appears on Social Security Card):
Name
*
First
Middle
Last
Date of Birth
*
Month
Day
Year
Social Security Number
*
Education Level
*
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Associate Degree
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Graduate or Professional Degree
Some College
Other
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Occupation
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Industry
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Accounting/Finance
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Business Opportunity
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Internet
Job Search Aids
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Email
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Cell Phone
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Spouse Info
(please be sure to provide information exactly as it appears on Social Security Card):
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First
Middle
Last
Date of Birth
*
Month
Day
Year
Social Security Number
*
Occupation
*
Home Phone
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*
Mailing Info
(If you have a US address that you would like to use when filing your return, please complete):
Address
*
Mailing Address Line 1
Mailing Address Line 2
Mailing City
Mailing State/Province (Enter N/A if not applicable)
Mailing Zip/Postal Code (Enter N/A if not applicable)
Afghanistan
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Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Country
Passions & Interests
How did you come to learn about our services, and what influenced your decision to work with us?
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What objectives do you hope to achieve with your taxes? How would you define a successful result for you?
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