Tell us what you are dealing with and which countries are involved. We will explain what applies, what we need from you and what the work involves, before any work begins.
Reach us
Phone
Call the number above. It appears as a picture to limit automated scraping and spam.
Firm and address
CPA Tax Payroll and Accounting Corp
1620 Pebblewood Ln, Naperville, IL 60563
We serve Aurora and the Fox Valley, and clients across the United States, Canada and India through secure online meetings. Ask us about meeting in person.
What to have ready
- Countries and years. Where you lived, worked and held accounts or property, and the tax years involved.
- Your status. Citizen, green card holder, visa type, Canadian PR or citizen, NRI, OCI or PIO.
- Business details if you own or run a company: where it is registered, who owns it and what it files.
- Notices. Any letter from the IRS, the CRA, an Indian tax authority or the Illinois Department of Revenue, with its code and the response date. Dates are the most urgent item.
- Foreign accounts and assets: banks, funds, retirement plans, property and the highest balances if you know them.
What happens after you call
- First conversation. We hear your situation across the countries involved and answer your first questions.
- Written engagement. If we are a fit, you receive an agreement describing the scope, what you provide and the fee. Nothing starts until it is signed.
- Preparation and filing. We gather documents, prepare the filings, coordinate with your Canadian and Indian advisers, walk you through the result and file.
A first call does not make you a client. Details are in our policies and disclosures.
Not sure where to start?
- Moving between countries: the India to U.S. checklist and the U.S. to India checklist.
- Foreign accounts: FBAR step by step and Form 8938.
- A letter arrived: IRS notices: first steps.
- Starting a business: start a business in Illinois.