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For individuals

Tax support for the life and cross-border changes that matter.

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

Start with the facts that make your situation different.

The work is tailored to the individual. These are common starting points rather than a promise that a particular filing requirement applies.

01

US filing support

Federal and state filing questions, records, dates and the fact pattern needed to identify the appropriate return or process.

Federal income tax

02

NRI and nonresident filing

Residency, time in the United States, and whether Form 1040-NR or Form 1040 is the return to discuss.

NRI US tax filing

03

Foreign income and accounts

A starting point for foreign income and for FBAR or Form 8938 questions, which are separate filings.

FBAR and FATCA

04

India-side questions

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 FEMA

How we work

Careful preparation, clear next steps.

  1. 1

    Understand the facts

    Start with residency, income sources, family or ownership context, locations and the relevant tax periods.

  2. 2

    Confirm what may apply

    Identify the returns, disclosures, records and time-sensitive questions that need a tailored view.

  3. 3

    Prepare responsibly

    Agree the scope, gather the appropriate information and review the work before the next filing or decision.

  4. 4

    Plan the next year

    Turn upcoming changes and deadlines into a practical calendar rather than rediscovering them late.

Common questions

Before you begin.

Can AT&F help me identify the right US filing path?+

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.

What information is helpful before an initial conversation?+

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.

Is this page tax advice?+

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

Talk through the facts that matter to you.

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.

Book a free call to get a quote

The firm

A Delaware-licensed CPA practice, with a Dover headquarters.

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.

Book a free call to get a quote
Headquarters
8 The Green, Ste D, Dover, Kent DE 19901
Phone
+1-833-900-2128+91-97174-35034
License
License No. CA-0014602, issued by Delaware
People
Meet the team
Book a free call to get a quote