§00Intake

Tell us what you are dealing with.

Pick the description that fits. The longer forms ask more because the answers change what the work is, but you can always start with a general enquiry.

2 min

Start with the question

Anyone with a cross-border tax question who is not sure which category it falls into.

The short path. Six fields and a message. Use this if you do not yet know what the answer is called, or which of the other forms your situation belongs in.

Begin

6 min

Foreign-owned LLC and corporation filings

You are not a U.S. person and you own a U.S. LLC or corporation — whether or not it has traded yet.

The annual disclosure a foreign-owned U.S. entity owes, the years that may be outstanding, and what it will take to bring them current.

Begin

5 min

Setting up in the United States

You are outside the U.S. and about to form a U.S. company, or you already have one and think it was the wrong choice.

What to form, where, owned how — decided against what the business actually does rather than what is quickest to open.

Begin

5 min

Have your days made you a U.S. tax resident

You spend significant time in the United States without living there, and you want to know where you stand before the year closes.

A written determination on the substantial presence test, exempt days, and whether the closer connection exception or a treaty tie-breaker is available to you.

Begin

4 min

You have had a letter from the IRS

A notice, a penalty assessment, or a bill has arrived and you need to know what it is and what to do.

Notices have deadlines, and the response you make first shapes what is available later. This is the fastest route to a person who can read it.

Begin

4 min

Buying or selling U.S. real estate as a non-resident

You are not a U.S. person and you are selling, or have sold, U.S. real property.

The withholding that applies on the sale price, whether it can be reduced before closing, and how over-withheld tax is recovered.

Begin

3 min

Applying for an ITIN

You need a U.S. taxpayer identification number and you are not eligible for a Social Security Number.

Whether you actually need one, what has to accompany the application, and how to avoid sending your passport away.

Begin

Not sure yet

If you are only trying to work out whether you have a problem, the residency calculator and the questions page answer most of it without talking to anyone.

What happens to what you send

It reaches the firm and is read by a person. You get an acknowledgement with a reference number. Please do not send returns, statements, or identification documents through these forms.

Rather just call

(407) 750-6011
Monday – Thursday, 9:00 am – 4:00 pm · Friday, 9:00 am – 11:00 am. Eastern Time. Calls are arranged around your time zone.

Engagement is by acceptance. Every prospective engagement is reviewed, and engagements are formalized only by written agreement. Submitting the diagnostic is not an offer of, or agreement to, services. Gulzari CPA LLC is a firm of U.S. Certified Public Accountants. It is not a law firm and does not practice law. No communication with this firm creates an attorney–client relationship. Where legal counsel is required we coordinate with your attorneys.