Form 1040 & Related Filings

Complete federal and state tax return preparation with all required schedules

Strategic Tax Planning

Customized planning to optimize taxes across income, entities, and borders

What you can expect

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  • Unlimited access to DocuTrakerTM app
  • Periodic video meetings, discussions, and check ins
  • Reminder package
  • Complete federal and state tax filings
  • Billed after satisfactory completion

Lets meet to understand how we can help

  • Video meeting and discussion
  • Free quote and follow up
  • Free access to monthly newsletters and blog postings

Annual fee starting at

$

495

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Individual Compliance Package

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Related Questions and Information

Who has to pay individual taxes?
U.S. Citizens and Permanent Residents: must report and pay taxes on worldwide income

Nonresident Aliens: must pay U.S. taxes on U.S.-source income

Resident Aliens: must pay taxes on worldwide income if they possess a Green Card or pass the Substantial Presence Test

Children and Dependents: may be required to report and pay taxes if certain income limits are reached
Cost Factors
Filing Status: determines tax rates and deductions
Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Surviving Spouse

Income Reporting
All income must be reported on your tax return, including income statements such as W-2s and 1099s.

Deductions and Credits
Taxable income can be reduced by standard or itemized deductions or tax credits, such as the Earned Income Tax Credit or Foreign Tax Credit.

Self-Employment and Medicare Taxes
Income from self-employment must be reported and is eligible for additional deductions.

Estimated Taxes
If income tax is not withheld from your pay by your employer, you should make estimated tax payments throughout the year to reduce your tax liability when filing.

State Tax Obligations
States collecting individual income taxes require individual income tax returns to be filed separately from the federal filing.

Foreign Reporting Requirements
If you have foreign assets, there are additional filings, including FinCEN 114 for foreign bank accounts reporting and Form 2555 for Foreign Earned Income Exclusions.

Noncompliance Penalties
Failure to file on time or to pay taxes can result in penalties and interest accumulation on balances owed. In addition, intentional underreporting or fraud can lead to criminal charges.
Benefits of CPA-Prepared Tax Returns
Prepares and files tax returns (Form 1040 and related forms)

Analyzes tax implications of applying various deductions and credits.

Determines if you have additional reporting requirements, such as reporting foreign financial assets or sole proprietorship income (loss).

Advises on tax consequences of various situations, such as filing status, residency status, and certain income sources.

Provides strategic tax planning to maximize credits, ensure compliance, and minimize liability.
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Company INFOrmation

Acully Incorporated is a Certified Public Accounting firm licensed in The State of Ohio serving all 50 states and the global community.





Phone and Text 1-216-223-8623

Fax 1-440-545-7550

US – Concord, OH

EU – Trieste, Italy

Address and Additional Information

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US Tax Team, Acully, MyStartup.US and DocuTraker are tradenames of John M Matras CPA Incorporated or its affiliates.