All Forms

Individual Income Tax Return

Estimated Tax for Individuals

Education Expenses Worksheet (1098-T Wkst)

1099-DIV Dividends and Distribution Worksheet

1099-G Government Payments Worksheet

1099-INT Interest Worksheet for Input

1099-MISC Miscellaneous Income Worksheet

1099-R Pension Worksheet

1099-R Pension Worksheet

Foreign Tax Credit (Individual, Estate, or Trust)

Foreign Tax Credit Alternative Minimum Tax

Child and Dependent Care Expenses

Foreign Earned Income

Moving Expenses

Social Security and Medicare Tax on Unreported Tip

Statement by Person(s) Receiving Gambling Winnings

Alternative Minimum Tax - Individuals

Passive Activity Loss Limitations

Education Credits

Education Credits

Tuition and Fees Deduction

Uncollected SS and Medicare Tax on Wages

Additional Medicare Tax

Net Investment Income Tax

Health Care Coverage Exemption

Child Tax Credit

Interest and Ordinary Dividends

Earned Income Credit - Child Information

Credit for the Elderly or the Disabled

Depreciation and Amortization

Repayment of the First-Time Homebuyer Credit

At-Risk Limitations

Mortgage Interest Credit

Credit for Prior Year Minimum Tax

Noncash Charitable Contributions

Sales and Other Dispositions of Capital Assets

HSA Account

Self-Employment Income

Capital Gains and Losses

Supplemental Income and Loss

Self-Employment Tax

Qualified Business Income Deduction Simplified Computation

 Form 1040NR - includes one W-2 

Each U.S. tax form (additional W-2, 1099 of any kind, 1042-S) 

After first

Additional Rental Properties (1 is included in the Premium package)

Additional Rental Properties (1 is included in the Premium package)

Non-deductible IRA

Calculation of Taxable Portion of Pension Distribution

Qualified 2020 Disaster Retirement Plan Distributions and Repayments

PFIC Income

Section 1256 - Contracts and Straddles

Section 1256 - Contracts and Straddles

Installment sale

U.S. Trust Return

U.S. Gift Tax Return

Distributions from Foreign Trust

Annual Information Return of Foreign Trusts

Annual Information Return of Foreign Trusts

Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures

Certification by U.S. Person Residing in the United States for Streamlined Domestic Offshore Procedures

Individual Income Tax Return

Estimated Tax for Individuals

Education Expenses Worksheet (1098-T Wkst)

1099-DIV Dividends and Distribution Worksheet

1099-G Government Payments Worksheet

1099-INT Interest Worksheet for Input

1099-MISC Miscellaneous Income Worksheet

1099-R Pension Worksheet

Foreign Tax Credit (Individual, Estate, or Trust)

Foreign Tax Credit Alternative Minimum Tax

Underpayment of Estimated Taxes

Child and Dependent Care Expenses

Foreign Earned Income

Moving Expenses

Social Security and Medicare Tax on Unreported Tip

Statement by Person(s) Receiving Gambling Winnings

Alternative Minimum Tax - Individuals

Passive Activity Loss Limitations

Education Credits

Credit Qualified Retirement Savings Contributions

Tuition and Fees Deduction

Uncollected SS and Medicare Tax on Wages

Additional Medicare Tax

Net Investment Income Tax

Health Care Coverage Exemption

IRA/Roth Worksheets

Child Tax Credit

Interest and Ordinary Dividends

Earned Income Credit - Child Information

Credit for the Elderly or the Disabled

U.S. S-CORPORATION

S-Corp Election

Depreciation and Amortization

Repayment of the First-Time Homebuyer Credit

At-Risk Limitations

Mortgage Interest Credit

Credit for Prior Year Minimum Tax

Noncash Charitable Contributions

Expenses for Business Use of Your Home

Sales and Other Dispositions of Capital Assets

HSA Account

Interest and Ordinary Dividends

Capital Gains and Losses

Capital Gains and Losses

Self-Employment Tax

Qualified Business Income Deduction Simplified Computation

U.S. PARTNERSHIP

Depreciation of Assets

Foreign Tax Credit

Holders of Tax Credit Bonds

Rental Property

Base Erosion Tax

 Form 1040NR - includes one W-2 

Each U.S. tax form (additional W-2, 1099 of any kind, 1042-S) 

After first

Additional Rental Properties (1 is included in the Premium package)

Like-Kind Exchange

Non-deductible IRA

Calculation of Taxable Portion of Pension Distribution

Qualified 2020 Disaster Retirement Plan Distributions and Repayments

PFIC Income

Investment Interest Expense Deduction

Section 1256 - Contracts and Straddles

Installment sale

U.S. Trust Return

U.S. Gift Tax Return

Distributions from Foreign Trust

Annual Information Return of Foreign Trusts

Tax on Accumulation Distributions of Trusts

Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures

GILTI Tax Reduction Analysis (Sec 962 & more) GILTI Income Calculations Subpart F Income calculation Dormant Corporation

If entity return requires state filing. Note, this includes local forms

Transfer of Property to Foreign Corporation

Income Tax Return of a Foreign Corporation

Entity Classification Election (timely filed)

Foreign Disregarded Entity

R&D Tax Credit

Foreign Partnership

NOL Carrybac Foreign Tax Credit carryover calculations (from non-TFX return) -Additional Cost

Sailing Permit

US Tax Withholding Certificate for Foreign Entity

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States Election under Section 871(d) or section 882(d)

Substitute form for U.S. income

Income from Cancelled Debt

Sale of personal home

Disclosure Statement Recapture of FEIE for prior years

Sale of Business Property

Farm Income

Farm Rental Income and Expenses

Adoption Expenses

State Unincorporated Business Franchise Tax

Injured Spouse Allocation

Residential Energy Credit

Qualified Plug-In Electric Drive Credit

Treaty-Based Return Position Disclosure

Change in Accounting Method

Extension to file after October 15th

Household Employment Taxes

Foreign-owned US Disregarded Entity

Pro-Forma 1120 to be filed with Form 5472

Asset Acquisition Statement

Qualified Business Income of passthrough entities

Employee Business Expenses

Health Insurance Marketplace Statement

Credit for Prior Year Minimum Tax

Premium Tax Credit

Partnership Share of Income (1 is included in the Premier package) Schedule K-1 with disposition of partnership interest

Application for IRS ITIN

Interest and Dividends for child on parent's return

If child needs separate return (capital gains only)

Tax for Certain Children Who Have Unearned Income

Closer Connection Exception Statement for Aliens

Allocation of tax amount for Community Property State

Information To Claim Certain Credits After Disallowance

Statement for Exempt Individuals and Individuals With a Medical Condition

California Real Estate Withholding Statement

California Limited Liability Company Return of Income

Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals

30 minute Tax Planning session over the telephone

Follow up quantitative scenario analysis

Speak with Specialist

For Eligible Organizations

For Organizations Who Receive Less Than $50,000 in Gross Receipts Annually

For Organizations Who Receive Over $50,000 of Gross Receipts

Annual Electronic Filing Requirement

For Small Exempt Organizations

Short Form Return for Organizations

Exempt from Income Tax

Record of Authorization to file FBAR

Installment Agreement

Add Penalty waiver request

Collection Information Statement for Individuals

Collection Information Statement for Businesses

Installment Agreement

Power of Attorney Additional fees will be applied based on the time required

Expatriation Statement - if client is not a 'covered expatriate' (net worth below $2M). Hourly Service if above $2M

Application for United States

Residency Certification

Lawyers, mortgage brokers, etc