RESIDENT FILING
If any of your family members have no SSN but has ITIN check below link and make sure ITIN is current. If not let us know so we can help you with the renewal of the expired ITINs.
https://www.irs.gov/individuals/individual-taxpayer-identification-number
Documents Needed:
- Client Sheet that is attached here (Old clients can fill only changed info in basic sheet)
- w2s salary statements from all employers you worked for. sometimes you might get w2 from previous employer if you sold old espp stock.
- 1099ints from your banks and escrow accounts
- 1099 Miscs if your were self employed or received any misc payments
- 1099Divs for dividends earned from the stocks you are holding
- 1099G if you received unemployment benefits, PFL or state refunds
- 1099B statements if you sold stocks
- 1099Rs if you took distributions from retirement accounts or received certain pensions or did back door entry into roth or even qualified rollovers
- 1099SA if you used money for medical or took distribution from your HSA accounts
- 1098T if you paid fees for any family member
- 1098E for student loan interests paid.
- K1s if you have income from pass through entities that you did not file with us
- 1098 Mortgage statements. If you own both principal and rental properties please write the property address on top of 1098 to make it clear the mortgage statement belongs to which property. If you purchased US property in 2020 please provide us the closing statement and property taxes paid as well.
- Passports of ITIN applicants (First, Last nad Visa pages showing date of entry)
- Last year filing copy if you did not file with us. (We will review your previous filing for free!! We have saved thousands of dollars to our clients by such reviews.)
NON-RESIDENT FILING
If any of your family members have no SSN but has ITIN check below link and make sure ITIN is current. If not let us know so we can help you with the renewal of the expired ITINs.
https://www.irs.gov/individuals/individual-taxpayer-identification-number
Documents Needed:
- Client Sheet that is attached here (Old clients can fill only changed info in basic sheet)
- w2s salary statements from all employers you worked for.
- 1099ints from your banks accounts
- 1099 Miscs if your were self employed or received any misc payments
- 1099Divs for dividends earned from the stocks you are holding
- 1099B statements if you sold stocks
- 1099SA if you used money for medical or took distribution from your HSA accounts
- 1098E for student loan interests paid.
- Passports of ITIN applicants if you are student and are married and have kids.
- Last year filing copy if you did not file with us. (We will review your previous filing for free!! We have saved thousands of dollars to our clients by such reviews.)
Note: We accept Cash, Check, BOA transfer, Chase quickpay, or DCU and keypoint transfer for payment. We do offer paypal payments but with some fee.
Our Services
Tax Filing
The most reliable and easy way to file your Income Tax Return online. SanjayTaxpro can save you a lot of time and effort by filing your taxes properly.
Filing / Business Accounting
If you run your own business, no matter what size, bookkeeping and tax filing are a legal requirement. Sanjay Taxpro can save you time in maintaining...
Representation
SanjayTaxPro provides Tax audit representation or audit defense for our clients. Our representative will attend all meetings and handles correspondence...
Incorporation Services
Sanjay Taxpro Incorporation Services or Business Formation Services can help you pick the correct business structure for your business from a tax planning...
Payroll Services
Our Bookkeeping & Payroll services are designed to lessen the burden of day-to-day, monthly bookkeeping and payroll tasks. Detailed management of your daily finances...
Planning Services
You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don't want to leave these important issues to chance...
Processing
We have signed an agreement with IRS to process W7 (ITIN) applications as Certifying Acceptance Agent (CAA). A CAA is an individual, business or organization...
Advice
If you are facing the possibility of an IRS or state collection action, getting a tax advice from Sanjay TaxPro could be one of the best possible decisions...
Indian CPA Certified Public Accountant
Sanjay Muppaneni CPA provides CPA services to both Indian and US clients. Our offices are located in Suunyvale, Fremont, Dublin, San Jose and Milpitas CA but we work with clients from all over US and also from India. If you are looking for an Indian CPA because you feel comfortable working with someone speaking your language you are at the right place. We have staff who can speak various Indian Languages and English fluently. We have clients working with us even after moving to India or who never had come to US. In fact we are the Indian CPA serving several Indian Business Owners.
Most common services customers looking from an Indian CPA are
- FBAR Filing (Foreign Bank Account Reporting)
- Indian Bank Account/Income Consultation
- Consultation For Moving Assets, Money or Income From India.
- Consultation for setting up a company in United States.
- Tax Filing and Tax Audit Representation.
Locations
For special promotions and discounts, discuss with your Tax Preparer.
* Conditions apply. Check with Tax Preparer for terms and conditions.
Services
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