Individual Tax Preparation

Our Individual Tax Services Include:
  • Form 1040: Preparation and filing of federal income tax returns for individuals, ensuring compliance with IRS regulations and maximizing available tax deductions and credits.
  • Form 1040SR: Specialized tax preparation services for seniors, including retirement income, social security benefits, and healthcare-related deductions.
  • Form 1040NR: Assistance with tax filings for non-residents, including non-resident aliens and individuals with dual residency status.
  • FBAR/FinCEN Form 114: Compliance with FinCEN Form 114(FBAR) reporting requirements for individuals with foreign financial accounts exceeding certain thresholds.
  • W-7: ITIN (Individual Taxpayer Identification Number) reporting requirements for individuals with foreign financial accounts exceeding certain thresholds.
  • Form 5471: Preparation of Form 5471 for individuals who own or control a foreign corporation, ensuring compliance with IRS reporting requirements.
  • Amendments: Filing amended tax returns (Form 1040X) to correct errors or make changes to previosly filed tax returns.
  • Extensions: Assistance with filing extensions (Form 4868) to extend the deadline for filing individual income tax returns providing additional time to gather necessary information
  • IRA Contributions and Withdrawals: Guidance on reporting IRA contributions and wothdrawals to optimiza tax benefits nd ensure compliance with tax regulations.
  • W-9 Tax Forms Assistance: Help with completing and submitting W-9 tax forms for accurate income reporting and tax compliance.

Agile Income Tax LLC understands the complexity of tax preparation and is here to provide guidance and support throughout the process.

Call to action: Don’t tackle tax season alone. Contact Agile Income Tax LLC now. From form collection to submission, we’re your partner in tax preparation. Let’s make tax season a breeze together.