Videos

Jason Payan

Wade Holwell

Individual Client

• Individual Tax Preparation Form
• Tax Organizer- Individuals 2018
• Tax Organizer- Realtors
• Tax Organizer- Expatriates
• Tax Organizer- Non-U.S. Citizens
• Excel Expense Tracking 2018

Business Client

New Video Coming Soon

• Business Tax Preparation Form
• Tax Organizer- S Corp
• Excel Expense Tracking 2018

Foreign Individuals

• 2016 ITIN Frequently Asked Questions
• Memo Real Estate Purchase Foreign Individual
• Foreign Investor ITIN Application
• Memo Foreign Investor Tax Preparation
• Memo LLC & Foreign Investors
•Tax Publication 529, U.S. Tax Guide for Nonresident Aliens (Note that the publication number is actually 519 and the title is US Tax Guide for Aliens.)
• Tax Form W-8ECI
• Selling Property& FIRPTA Withholding

FIRPTA Withholdings

Primary Residence

• Short Sale / Foreclosure Questionnaire
• Insolvency Worksheet

Rental Property

• Short Sale / Foreclosure Questionnaire
• Insolvency Worksheet

Vacation Property

• Short Sale / Foreclosure Questionnaire
• Insolvency Worksheet