We are excited to work with you. Our goal is to make this process as easy as possible. Please let us know if you have any suggestion to make this easier. We ask that you do not email us sensitive information. Please use your TaxDome portal. If you are having difficulty logging in, you may use this secure file drop instead.

On-boarding: In the first year, we like to collect the previous two years of tax returns, when available. We also have an annual engagement letter which is delivered and signed electronically.

Preparation: Once tax compliance season rolls around, we ask for you fill out the electronic tax organizer. Additional information can be uploaded to your electronic tax organizer (below) or the file drop (above). Some of the additional information we request may include the following:

Foreign Company Information Request: If applicable, please contact us for a template related to your ownership in the foreign company(ies).

Foreign Bank Account Information: As part of your tax return, we have to disclose your ownership in non-US bank accounts. A spreadsheet is available to assist you in providing the required information.  For the max value column, you are required to report the approximate maximum value for the account.  Please let us know if you need assistance. 

Electronic Tax Organizer tips: Please provide additional information in your tax organizer on TaxDome or via the TaxDome messaging function. This helps us stay organized and make sure your tax information isn’t lost in our email.

Rental activities: If you have rental activities, you can upload the an excel or PDF file or enter all of your rental activities information in that section. If you have a foreign rental and would like an excel template to assist you, one is available here.

Foreign Income: If you earned income while working in a foreign country, please make sure that is clear through the tax organizer, messaging, or follow up conversations. In the organizer please provide a complete calendar of your travel dates.

When finished with the electronic tax organizer, remember to mark it complete and we will get an automatic email notifying us we can begin. If you prefer a PDF or mailed paper copy of the tax organizer instead, please email assistant@kawasakitax.com.