Getting Started
We would be happy to assist you with your US tax and business needs. To assist you in gathering the information needed to prepare your US tax return, please complete the Client Information sheet and the Year-end Information Sheet. Right-click to download the Client Info sheet and the Year End Info sheet, which can be sent by email. In addition to the various US Federal tax returns, each Florida County requires a Tangible Personal Property Tax return, which I complete if requested at no additional charge.
My fees are competitive and I can assist with ITIN application forms and instructions if necessary. Please contact me with any particular queries or questions you may have, or to simply 'chat through' the issues. I look forward to assisting you with your US tax and finance requirements.
Additional services, other than individual tax return preparation, will be handled on an agreed upon basis with you, Please send an e-mail or call to discuss your business needs and get a no-cost initial consultation and estimate of fees. Jan Marie will usually be available in the Florida office; the UK telephone is redirected at no additional charge to you from about 2pm UK time and will make telephone contact convenient for UK clients until around 10pm UK time.