I am based in Palm Springs California and offer income tax preparation services to individuals wherever they are located. Each link will provide more information about what I do and how I can provide service to you. Also included is helpful information and links for more information. About fees: Fees depend on the amount of work involved. After an initial consultation I will be in a better position to offer a better estimate.
Initial consultation: I provide an initial consultation at no cost to you. If you are local this can be in person. If you are out-of-town or international we can communicate via email, Skype, a chat program or telephone. This will give you a chance to ask me questions and let me know about any unique situations you might have.
The IRS has issued guidance on how penalties are determined when a US citizen, dual citizen or permanent resident lives outside the US and has not filed tax returns or reported foreign bank accounts (FBAR).In many cases penalties would be waived altogether.
Initial consultation: I provide an initial consultation at no cost to you. If you are local this can be in person. If you are out-of-town or international we can communicate via email, Skype, a chat program or telephone. This will give you a chance to ask me questions and let me know about any unique situations you might have.
The IRS has issued guidance on how penalties are determined when a US citizen, dual citizen or permanent resident lives outside the US and has not filed tax returns or reported foreign bank accounts (FBAR).In many cases penalties would be waived altogether.
Services
I have been a CPA in North Carolina since 1979 and in California since 2006.
I previously worked for a major energy company for many years in Accounting Systems Design and Development and as Director of Accounting Principles.
I have owned and managed multiple businesses as well as owned and managed several investment properties.
I have also resided in Germany for almost 2 years, so I have a good understanding of expat issues and issues faced by non-residents who must file US taxes.
More recently I have worked as a CPA providing tax and accounting services to domestic and international clients.
I previously worked for a major energy company for many years in Accounting Systems Design and Development and as Director of Accounting Principles.
I have owned and managed multiple businesses as well as owned and managed several investment properties.
I have also resided in Germany for almost 2 years, so I have a good understanding of expat issues and issues faced by non-residents who must file US taxes.
More recently I have worked as a CPA providing tax and accounting services to domestic and international clients.
Let's Look at the process that we'll use if you decide to use me for your tax preparation.
Send us a copy of all of your tax information forms for the current tax year: W-2, 1099, 1098, K-1, 1095 (related to the Affordable Care Act).
If anything comes in later or is revised, be sure to send it to us right away.
After preliminary information is received and we have discussed your unique situation, in most cases I'll send you an invoice (via email) for a 50% deposit of the estimated quote.
Payment may be made by check in U.S. funds, or most major credit cards.
Send us a copy of all of your tax information forms for the current tax year: W-2, 1099, 1098, K-1, 1095 (related to the Affordable Care Act).
If anything comes in later or is revised, be sure to send it to us right away.
After preliminary information is received and we have discussed your unique situation, in most cases I'll send you an invoice (via email) for a 50% deposit of the estimated quote.
Payment may be made by check in U.S. funds, or most major credit cards.
Most people will need to file an Individual tax return.
The first part of any tax return is an initial (free) consultation to talk about your particular situation.
If you are local that can be in person; if you are not local it can be done by phone or email.
To help you organize your thoughts about your particular tax situation we provide an online downloadable fillable PDF form (see Getting Started on the left).
This will give me a good overview of your particular tax situation and I can then follow up with particular questions about anything about which you might need to provide more information.
The first part of any tax return is an initial (free) consultation to talk about your particular situation.
If you are local that can be in person; if you are not local it can be done by phone or email.
To help you organize your thoughts about your particular tax situation we provide an online downloadable fillable PDF form (see Getting Started on the left).
This will give me a good overview of your particular tax situation and I can then follow up with particular questions about anything about which you might need to provide more information.
If you are a US citizen or permanent resident living abroad, you must still file and pay US income taxes.
In general US expatriates must report their world-wide income to the IRS.
All of your income must be reported.
It doesn't matter where the income was earned, whether the income was paid in a foreign currency, whether you have already paid taxes to a foreign government or how long you have lived abroad.
The good news is that you may be eligible for exclusions and credits which often offset all the tax liability and may even result in a refund of taxes already paid.
In general US expatriates must report their world-wide income to the IRS.
All of your income must be reported.
It doesn't matter where the income was earned, whether the income was paid in a foreign currency, whether you have already paid taxes to a foreign government or how long you have lived abroad.
The good news is that you may be eligible for exclusions and credits which often offset all the tax liability and may even result in a refund of taxes already paid.
It does not matter in which country or countries the accounts are located.
The IRS has issued new guidance on how penalties are determined when a US citizen, dual citizen or permanent resident lives outside the US and has not filed tax returns or reported foreign bank accounts (FBAR).
In many cases penalties would be waived altogether.
The total value in the accounts must be reported by each joint account holder or anyone else with signature authority.
Example 1: Suppose you had $5000 in a German bank account and $6000 in a French bank account during the year.
The IRS has issued new guidance on how penalties are determined when a US citizen, dual citizen or permanent resident lives outside the US and has not filed tax returns or reported foreign bank accounts (FBAR).
In many cases penalties would be waived altogether.
The total value in the accounts must be reported by each joint account holder or anyone else with signature authority.
Example 1: Suppose you had $5000 in a German bank account and $6000 in a French bank account during the year.
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