For our clients we provide a secure firm portal for data exchange.

Please click here to access this portal.

 

If you would like us to set up a Portal for you send us a message.

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Tax Notebook

takes you step by step through a tax questionnaire for an individual tax return (Form 1040). All information is password protected.

 

Note: If you are a new or prospective client, and have not been assigned your user ID and password, click "New tax client" to start a new Tax Notebook (in the initial login screen).

 

2011 TaxNotebook
2010 TaxNotebook

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USA - Steuerlicher Fragebogen

zur Vorbereitung der US-Bundes-Einkommensteuererklärung von Ausländern ohne Wohnsitz in den USA (Form 1040NR) :

USA 2011 Steuerlicher Fragebogen

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Increased Foreign Compliance

Please see the links below for more details on the new IRS regulations requiring disclosure of Specified Foreign Financial Assets (SFFAs) that exceed certain thresholds. SPFAs include financial accounts in foreign financial institutions and other foreign financial accounts or instruments held for investment and not held in a financial institution. This requirement is in addition to the Foreign Bank Account Reporting (FBAR). Not disclosing foreign financial assets can lead to severe penalties.

Form 8938 (Statement of Specified Foreign Financial Assets)
Instructions for Form 8938
IRS Website about the Foreign Account Tax Compliance Act (FATCA)
Thresholds - Asset values which require filing

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Payment by credit card

If you wish to pay your invoice by credit card, you can transmit the payment information securely by using our payment form.

For your security: You will be redirected to our SSL secured domain.

  Please click here, if you wish to pay your invoice by credit card.