U.S. TAX & ACCOUNTING
U.S. Individual & Family Tax
Organize annual personal filings, cross-border income, family circumstances and foreign financial asset information.
Who is this for?
Individuals and families with U.S. tax needs, including clients with income or assets spanning China and the U.S.
Common discussion areas
- Annual income and tax status records
- Family facts relevant to filing arrangements
- Foreign accounts, investments and company interests
- Prior filings, tax notices and unresolved matters
How should records be organized?
Group returns, income documents, year-end and maximum account balances by year. Note any gaps. Required forms depend on tax status and the facts.
How does an engagement proceed?
Agree on the scope before document handover and professional work. Use the agreed channel for tax records; public knowledge pages do not accept client documents.
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