From straightforward individual returns to filings involving business, investment or international matters, Clear1040 begins by understanding your circumstances and confirming the appropriate scope.
Service categories
These categories are a starting point. The applicable scope is confirmed after we review your circumstances.
General federal and applicable state income-tax return preparation for individuals and families.
Possible matters may include:
Returns involving business or professional income earned as a sole proprietor, freelancer, consultant or independent contractor.
Possible matters may include:
Returns involving investment accounts, securities transactions or rental property activity.
Possible matters may include:
Assistance with unfiled prior-year returns or corrections to returns that have already been filed.
Acceptance depends on the year involved, the records available and the nature of the correction.
Returns involving income, residence or work connections with more than one US state.
State filing requirements depend on the taxpayer’s facts and applicable state law.
Initial assessment of returns involving foreign income, nonresident status or cross-border reporting.
International and nonresident filings may involve specialised forms and reporting requirements. Clear1040 will confirm service availability after reviewing the circumstances.
Suitability
Some situations are straightforward to scope. Others need an individual review before we can confirm what is possible.
These matters are not ruled out. They simply require individual review before scope can be confirmed.
Clear1040 supports federal and applicable state individual tax return preparation. Texas does not impose an individual state income tax, but Texas residents may still have filing obligations in other states depending on their circumstances. Multi-state, nonresident, foreign-income and other complex matters are subject to initial assessment and are not automatically accepted.
Return preparation may involve Clear1040 personnel, authorised support personnel located in India and, where required by the accepted service scope, external CPAs or enrolled agents. The applicable preparation and review arrangements are confirmed as part of the service. Where legally required, Clear1040 will obtain the taxpayer's specific consent before tax return information is disclosed to personnel or service providers outside the United States.
The following are not part of return preparation unless specifically agreed:
Fees depend on the filing situation, forms required and completeness of the information provided. The applicable scope and fee will be communicated before preparation begins.
Tell us about your filing situation. We will review the initial details and explain the next step.