U.S. Domestic Personal Tax Filing Services
Core Service Value: Make personal tax filing more convenient, compliant, and cost-effective while avoiding tax risks.
Target Clients: U.S. citizens, green card holders, and foreign nationals with U.S.-sourced income (including scenarios such as short-term employment and investment returns).
Specific Service Content:
- Full-process agency for annual personal income tax filing: Assist in organizing W-2 forms, 1099 series income documents (including interest, dividends, rental income, freelance income, etc.), deductible receipts such as medical expenses, education costs, and charitable donations to ensure the completeness and accuracy of filing information.
- Tax compliance consulting: Interpret U.S. federal and state personal tax policies (such as special regulations for high-tax states like California and New York), clarify tax obligations, filing deadlines, and extension procedures to avoid penalties or audit risks caused by underreporting or misreporting.
- Tax optimization suggestions: Within the scope permitted by tax law, recommend reasonable deductions (such as mortgage interest, child education subsidies, and retirement account contributions) based on clients’ personal circumstances (e.g., family structure, income composition, and investment plans) to maximize legal tax savings.
- Post-filing support: Assist in handling inquiries and supplementary document requests from the IRS (Internal Revenue Service), provide guidance on tax record filing, and prepare for the next year’s tax filing in advance.