Getting started is easy. Just follow the steps below:
1. Collect your tax documents. Here is a list of tax documents we'll need to prepare your tax forms (Tax Documentation 2011.pdf). Please note that your worldwide income must be declared on your tax return. We have listed the U.S. form numbers in the Tax Documentation but we also need the equivalent foreign documents.
2. Fill out the tax questionnaire: Organizer Questionnaire.pdf.
3. Your Swiss Tax Return should be completed before your U.S. tax return so we can be sure to give you the appropriate amount of Swiss tax credits on your U.S. tax return. We can coordinate the preparation of your Swiss tax return if you wish. Just select one of our Swiss partners (Swiss Tax Preparer Partners.pdf). Be sure to send us the extra documents we need from the Tax Documentation list and a signed consent form (Swiss Tax Return Consent Form.pdf). We do not charge a fee for coordinating your Swiss tax return preparation. You will be invoiced directly from the Swiss Tax Preparer for their tax preparation work.
4. If you want us to complete Form TDF 90-22.1, otherwise known as the FBAR, you'll need to sign Form TDF 90-22.1 Consent Form.pdf and send us the additional information listed in the Tax Documentation.
5. For preparation of your U.S. Tax Return, sign the U.S. Tax Return Consent Form.pdf. For jointly filed tax returns, the consent of one spouse is adequate.
6. Once you have collected all tax documents, completed the questionnaire and signed the relevant consent forms, you can:
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mail everything to us (we will return all documents to you with your tax return) or
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scan all documents and send to us via email at aitservices@hotmail.com (for security reasons we recommend you password protect all documents and call to tell us the password) or
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call us to make an appointment for a weekday meeting in Rheinfelden or a weekend meeting in your home, if your home is no more than a 90 minute drive from Rheinfelden.
7. We can usually complete your U.S. tax return within 3 to 4 weeks of receiving ALL information. Pllease add 8 weeks to this estimate if we are also coordinating your Swiss tax return.
Please don't hesitate to contact us if you have any questions.
