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US filing support
Federal and state filing questions, records, dates and the fact pattern needed to identify the appropriate return or process.
Federal income taxWhat we do
Pick a service, find your industry, or start from what you are trying to get done.
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Our way of turning your finance function into a source of profit.
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A coordinated approach to cross-border finance, tax and assurance questions.
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Tax changes, finance thinking and what they mean for your business.
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Where you live, work, earn, invest and hold accounts can change the records and filing questions worth addressing. AT&F helps turn that complexity into a clearer starting point.
Ways we can help
The work is tailored to the individual. These are common starting points rather than a promise that a particular filing requirement applies.
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Federal and state filing questions, records, dates and the fact pattern needed to identify the appropriate return or process.
Federal income tax02
Residency, time in the United States, and whether Form 1040-NR or Form 1040 is the return to discuss.
NRI US tax filing03
A starting point for foreign income and for FBAR or Form 8938 questions, which are separate filings.
FBAR and FATCA04
When the facts also sit in India, FEMA and India-side compliance are coordinated with the US return, not treated as the same filing.
India and FEMAHow we work
Start with residency, income sources, family or ownership context, locations and the relevant tax periods.
Identify the returns, disclosures, records and time-sensitive questions that need a tailored view.
Agree the scope, gather the appropriate information and review the work before the next filing or decision.
Turn upcoming changes and deadlines into a practical calendar rather than rediscovering them late.
Common questions
The appropriate return or reporting approach depends on residency, visa category, time in the United States, income sources and other facts. A conversation can help identify the right next review.
A high-level picture of your location, income sources, US connections, foreign accounts or income, key dates and any prior filing history is a useful start. Do not send sensitive documents by ordinary email.
No. The content is general information. Individual tax advice and filing work are confirmed only after the relevant facts, records, scope and responsibilities have been reviewed.
A clearer first step
This page is general information, not personal tax, legal, or accounting advice. Who must file, and any penalty or due date, depends on the facts and on the current IRS, FinCEN, or Reserve Bank of India instructions. Check those sources, or book a call, before you file or pay.
The firm
Sagar Bajaj, Founder and CEO. Practicing CPA in the United States and Australia. License No. CA-0014602, issued by Delaware. The engagement lead for a particular matter is confirmed before work starts.
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