We'll prepare your federal and state tax returns based on what you share here. We may ask follow-up questions if anything needs clarification.
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Your info stays safe
Your documents and data are kept securely for 7 years, then destroyed. We never share your information with third parties.
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You're responsible for accuracy
Please fill in everything as accurately as possible. Tax penalties can apply for underreported income — when in doubt, include it and we'll sort it out together.
This helps us know if we need to request a copy of your previous return.
👋 Welcome! Since this is your first U.S. tax return, our team will guide you through every step. Please fill in all fields as completely as possible.
Basic Information
⚠️ Please enter your name exactly as it appears on your SSN or ITIN.
Tax Identification
Social Security Number or ITIN
✅ ITIN Application: Our team will assist you with the W-7 form to apply for your ITIN as part of the tax preparation process.
📸 Please upload a copy on the Documents page at the end of this form.
Family Information
If married, spouse details will appear below.
👇 Spouse's Information
✅ ITIN Application: Our team will assist with the W-7 form for your spouse's ITIN as part of the tax preparation process.
⚠️ Dependents must have a valid ITIN or SSN and meet IRS requirements to be claimed.
Address 🏠
Immigration Status
This helps us determine the correct tax form for your situation.
F-1 and J-1 visa holders are generally treated as non-residents for tax purposes during their first 5 years in the U.S.
📅 How long have you been in the U.S.?
Enter the approximate number of days you were physically present in the U.S. each year. It doesn't need to be exact — we'll use this to determine your tax status.
Income
E.g. salary, rental, investments, or any income received outside the U.S.
📎 Please send us your income tax return from the country where you earned income.
Please send your Income Tax Return from the country where you earned income (e.g. Brazilian IRPF declaration, withholding tax receipts).
This will be used to apply the Foreign Tax Credit (Form 1116) and avoid double taxation.
Alimony, gambling winnings, prizes, jury duty, rental (not business), etc.
Deductions & Credits
Check everything that applied to you last year. Don't worry if you're not sure — we'll figure it out together.
Nothing checked? That's fine — just click Next.
Business
✅ Got it! Our team will handle the bookkeeping using your statements. Please upload your bank and credit card statements on the Documents page at the end of this form.
Just fill in your business details below (name, type, EIN) and we'll take care of the rest.
🏠 Rental / Real Estate detected — the Schedule E table will appear below. Please fill in your property details.
E.g. a Brazilian resident who owns shares in a U.S. LLC or Corporation.
Advertising and Marketing
$
Bank Fees
$
Equipment Purchase
$
Equipment Rental
$
Financing
$
Insurance
$
Internet
$
Job Supplies
$
Legal and Professional Fees
$
Licenses
$
Meals with Customers
$
Office Supplies
$
Postage and Delivery
$
Rent
$
Repairs and Maintenance
$
Subcontractors
$
Telephone
$
Travel
$
Uniforms
$
Utilities
$
Toll and Parking
$
Fuel
$
Car Repairs
$
Car Lease (Loan is not applicable)
$
Total Business Mileagemiles
$
Total Expenses$ 0.00
🏠 Since your principal activity is Rental, please fill in your property details below. Start with Property 1 — if you have a second property, click + Add Property.
Property 1
Item
Amount
Total Rent Received
$
Expenses
Repairs
$
Maintenance
$
Insurance
$
Improvements
$
Water / Sewer
$
Heat
$
Electricity
$
Internet and Cable
$
Telephone
$
Landscape
$
Marketing
$
Cleaning
$
Pest Control
$
Pool
$
Property Management
$
Bank Charge
$
HOA
$
Property Taxes
$
Sales Taxes
$
Tourist Tax
$
Business License
$
Commission
$
Accounting
$
Mortgage (Form 1098)
$
Furniture
$
Decorations
$
Total Expenses
$ 0.00
Net Income
$ 0.00
Property 2
Item
Amount
Total Rent Received
$
Expenses
Repairs
$
Maintenance
$
Insurance
$
Improvements
$
Water / Sewer
$
Heat
$
Electricity
$
Internet and Cable
$
Telephone
$
Landscape
$
Marketing
$
Cleaning
$
Pest Control
$
Pool
$
Property Management
$
Bank Charge
$
HOA
$
Property Taxes
$
Sales Taxes
$
Tourist Tax
$
Business License
$
Commission
$
Accounting
$
Mortgage (Form 1098)
$
Furniture
$
Decorations
$
Total Expenses
$ 0.00
Net Income
$ 0.00
Foreign Assets & Accounts
This includes all accounts outside the U.S. combined — checking, savings, investments. If the total never reached $10,000, you don't need to report.
🏦 FBAR Filing – Foreign Bank Account Report
FBAR is a mandatory filing for U.S. residents (including green card holders and visa holders) who have bank accounts, investments, or assets outside the United States.
If the total balance in foreign accounts exceeded $10,000 at any point during the year, you are required to file the FBAR.
⚠️ This filing does not generate tax, but failure to file can result in significant penalties.
Please fill in the details for each account:
Account 1
$
📋 Based on your answers:
Please send us the following documents so we can prepare your return accurately.
⬆
Drag & drop files here
or click to browse — PDF, JPG, PNG accepted
Signature
By signing below, you confirm that all information provided is accurate and complete to the best of your knowledge.
✓
Thank you!
Your Tax Data Questionnaire has been submitted successfully.
Our team at Weexy Accounting will review your information and be in touch shortly.
Questions? Email us at info@weexyaccounting.com
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