During your Tax Gathering Meeting, we typically ask for;

  • A complete copy of your 2014 federal and state tax returns
  • Anything you would normally take to your accountant to have your returns done (W-2s, 1099s for investment income and retirement income, 1098 showing mortgage interest and real estate taxes paid in the year, etc…)
  • Details of wages and non-cash benefits (i.e. housing) received for work in the UAE
  • Bank statement showing the maximum balance in 2015 for each financial account held outside of the US

 

You can download this list here:

Tax Gathering Checklist Tax Gathering Checklist (86 KB)