Resources

No. Office visits are by appointment only, confirmed in advance by phone or WhatsApp. Appointments booked online are remote video meetings (Zoom).

Yes. Most of our clients work with us remotely, from other states and from abroad. Documents are exchanged through our secure portal and meetings can be by video call.

Every case is evaluated before we start, because the cost depends on complexity. The scope and fees are set in writing in an engagement letter before work begins.

It is prepared by our tax team, led by Sergio Rivas, and every return receives a final review by an Enrolled Agent before it is sent to you for approval.

Through our secure client portal. We never ask for documents or Social Security numbers by email or WhatsApp.

Yes. As a Certifying Acceptance Agent we verify your original passport at our office and you keep it.

Yes. Anyone required to file who cannot get a Social Security number files with an ITIN, which we apply for together with the return.

It depends on your citizenship, your tax residency and whether you have U.S.-source income, such as rent, real estate sales or LLC profits. We evaluate it in the first conversation.

If the owner is foreign, almost always yes: it must file Form 5472 every year, and the penalty for not doing so is $25,000.

In most cases, part or all of it. It is recovered by filing a nonresident return reporting the actual gain and claiming the withholding as a credit.

They can be filed now. The sooner it is done, the lower the penalties and interest, and if refunds are due, there is a deadline to claim them.

Online, by card or electronic transfer, through the payment link on our site. We never change payment instructions by email.

A tax professional authorized by the Department of the Treasury to represent taxpayers before the IRS in any state and on any tax matter. It is the highest credential the IRS awards.

Yes. Our whole team works in English and Spanish, and this site is available in both languages.

Most refunds on e-filed returns arrive in less than 21 days. Those that include the earned income credit or the additional child tax credit are not paid before mid-February.

Yes. We review the return and, if needed, prepare an amendment on Form 1040-X. To claim a refund there is a three-year deadline from filing.

Yes. All income from work or business is reported, whether or not you receive a Form 1099. At the same time, business expenses are deductible.

A six-digit number issued by the IRS that changes every year and prevents anyone else from filing a return with your number. Any taxpayer can request it, including ITIN filers.

If you are a U.S. tax resident and the combined balance of your foreign accounts exceeded $10,000 at any time during the year, yes: on the FBAR and, depending on the amounts, Form 8938.

No. It appears on the draft 2026 form and may change before the final version. The rules on refundable credits are also proposed.

Do not ignore it and respect the deadline it gives. IRS representation is handled by SOLON, our group's tax defense firm.