For Clients – Expertise in German and US Taxation
Deutsche Wirtschaftsprüfer und Steuerberater in den USA®

Tax Organizer for Americans – Tax Questionnaire for Germans
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Please contact us, if you have questions about our toolbox.

Günther Grewe-Wirtschaftsprüfer (WP), Rechtsanwalt (RA), Steuerberater (StB), Certified Public Accountant (CPA) Deutschland USA
Dr. Günther Grewe, WP RA StB CPA
+49 89 2351 3218 (15-23h CET / 9am-5pm EST)
+1 914 816 1115
Microsoft Teams Dr. Günther Grewe, Wirtschaftsprüfer (WP), Rechtsanwalt (RA), Steuerberater (StB), Certified Public Accountant (CPA)

Antje-Klaunig-Wirtschaftsprüfer (WP) Steuerberater (StB) Certified Public Accountant (CPA) Deutschland USA
Antje Klaunig, WP StB CPA
+49 89 6151 5973 (15-23h CET / 9am-5pm EST)
+1 914 205 6002

Portal Features

  • File Upload Service: Send large files (up to 2GB) easily, with no extra registration.
  • ShareFile Portal: Exclusive for our clients, enhancing file sharing and security.  Please contact us if you would like to use this service.

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Convenient Payment Options

  • Secure Payment Methods: Choose from Credit Card, PayPal, or Direct Debit. A PayPal account is not required.
  • Easy Portal Access: Utilize our user-friendly portal for seamless transactions. Please have the invoice number ready.

Toolbox My 1040 Data (Form 1040) and Tax Questionnaire (Form 1040NR)

Werkzeugkiste My 1040 Data (Form 1040) und Steuerlicher Fragebogen (Form 1040NR)

  • Tax organizer My1040Data: Electronic tax questionnaire for individuals with unlimited tax liability in the USA (Form 1040), password-protected and can be activated for clients.
  • Tax Questionnaire (Form 1040NR): Special questionnaire for preparing the US federal income tax return for foreigners without residence in the USA. Additional information regarding Taxation of Nonresident Aliens can be found on the website. The five-year travel history is recorded and is publicly available.
Interactive Tax Assistant toolFind answers to your tax law questions
Get TranscriptGet a copy of your tax transcript online or by mail
Where is My Amended Return?Track the status of your amended return
Where is My Refund? Check the status of your refund online within 24 hours after we receive your e-filed return or 4 weeks after mailing your paper return
Direct PayPay your tax bill directly from your checking or savings account or through the IRS2Go mobile app. Both are safe and secure.
Withholding Calculator Estimate the amount that should be withheld from your paycheck for federal income tax purposes.
Employer Identification Number (EIN)Get your EIN online without calling us or mailing or faxing a paper Form SS-4, Application for Employer Identification Number (EIN).

Tax Organizers for US and German Citizens

  • Tax Organizer for Americans: Simplify your tax filing with our comprehensive questionnaire.
  • Tax Questionnaire for Germans: Tailored queries to assist German nationals with US tax obligations.

Please log in, to download our Tax Organizers and Guides.

Resources – Note on Globalization and Taxation

  • Understand how living, working, or investing abroad impacts US tax filing obligations. Explore resources on disclosure requirements and tax implications.

In today’s era of globalization, it has become increasingly common for individuals to live, work, or invest abroad. These decisions can have significant implications on the disclosure requirements when filing tax returns for individuals. The links below address how foreign activities affect tax returns and which disclosure obligations should be considered.

  1. Living Abroad: Tax Implications and Disclosure Requirements
  2. Working Abroad: Tax Rules and Reporting Obligations
  3. Investing Abroad: Tax Consequences and Disclosure Duties
  4. Managing Disclosure Requirements When Filing Tax Returns

Guide to Tax Cuts & Jobs Act
Foreign Account Tax Compliance Act (FATCA)
Instructions for Form 8938 – Statement of Specified Foreign Financial Assets
Comparison of Form 8938 and FBAR Requirements
Form 1042, Annual Withholding Tax Return for US Source Income of Foreign Persons
Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
Form 3520-A, Annual Information Return of Foreign Trust with a US Owner
Form 5471, Information Return of US Persons With Respect To Certain Foreign Corporations
Form 5472, Information Return of a 25% Foreign-Owned US Corporation or a Foreign Corporation Engaged in a US Trade

Contact Our Experts

Skilled in both German and U.S. tax systems. For questions regarding our services and tools, please get in touch with us:

For direct access to our services, please log in to our portal. We look forward to assisting you in all your tax matters!