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Tax accounting

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Providing Your Tax Data...

You may securely share your data with us via our Client Center which offers enterprise-level security, or in hard copy or other secure means. 

When you engage our services, we will be happy to set up a unique account for you at our Client Center and send you an invitation to sign on and set up a password. You can then upload information we need to prepare your filings and we will also post drafts of your return or other forms we prepare for you there so that you can view or retrieve them. Below is a list of information items/documents we typically need to prepare a U.S. income tax return, or the common information forms such as FinCEN Form 114 (FBAR), Form 8938, 8621, 5471, 8858, 8865, 3520, 8854, etc.

  • Yours, your spouse's (if filing jointly or separately) and your U.S. dependents' social security number (SSN), or individual taxpayer identity number (ITIN) in the case of non-U.S. dependents.

  • If your marital status changed during the tax years for which returns are to be prepared, please provided details.

  • If the number of your U.S. dependents changed, please provide details (date of birth, name, sex, etc.).

  • German income tax return, or other foreign country income tax return, Steuerbescheid and/or Steuerberechnung (or other tax authority confirmation of tax calculations) - for each year a U.S. income tax return is to be prepared. The foreign income tax return is usually our main source of data for taxpayers resident outside the U.S.

  • Prior year U.S. federal and State income tax returns (we would like to see the last U.S. federal and state income tax return you filed if available).

  • Investment income statements, e.g., Steuerbescheinigung, Form 1099-INT/DIV/B, Form 1042-S, Form K-1, etc.

  • Details of virtual (crypto) currency income/earnings, whether actually paid out to you or reinvested, etc. Please refer to the following IRS guide for further information on determining what to provide and how such income is taxed.

  • Miscellaneous income statements, e.g. Form 1099-MISC .

  • Details of income and expenses for your rental activity (worldwide) if any.

  • Details of any government benefits you received, such as, social security benefits/pensions, unemployment pay, maternity benefits, Elterngeld, etc.

  • Sometimes we need your U.S. travel information during the tax year. Please keep note of this, including the number of business days and any states you worked in, if applicable.

  • Bank name, address, and account information including highest balance in the year for your FinCEN Form 114 and Form 8938 (refer to section on the FBAR and 8938 for further details on what information is required).

  • Details of any gifts (or inheritance) you received from a non-U.S. person including the date of gifting/inheritance, a description and the fair market value of the gift/bequest.

  • If you owned entirely or even a minority share of a foreign corporation, we may need the annual financial statements to prepare Form 5471.

  • If you were a partner in a foreign partnership, we may need the partnership's annual financial statements to prepare Form 8865.

  • If you expatriated, we will need details of your assets and certain values for the preparation of your Form 8854.

Clients are invited to share their data securely with us via our Onvio Client Center and confirm or update their personal data. If you have not already been set up at our Client Center, contact us to arrange this. Access your unique account by clicking on the button below and providing your username and password. The recommended browser is Firefox, alternatively Google Chrome. Ensure that your browser cache is cleared to have the best experience.