Please attach your completed spreadsheet by clicking the upload button to the right. You can attach multiple files if necessary.
Please save your document as: "Tax Prep Acct Sheet - [Conf Num] - [Your business name]". i.e. Tax Prep Acct Sheet - 10AB P49818 - Irma Customer LLC
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Please enter your Tax Preparation Confirmation Number. This can be found in the email we sent confirming receipt of your application.
Confirmation Number Please confirm which years do you want us to prepare your tax returns Personal Information
First Name & Initial
Date of Birth
Primary Phone Number
Present Home Address (number, street and appt.)
City, State & ZIP (Non-US complete below)
Non-US Province, State or County
Non-US Postal Code
Have you ever applied for a Green Card?
Have you ever held a Green Card?
Were you ever a US citizen?
Have you ever changed your VISA type or immigration status?
reason for change & date
Of what country or countries were you a citizen of during this tax year?
In what country did you claim residency for tax purposes during this tax year?
Did you visit the US? Entity Information
Do You Own an Business?
i.e. a LLC, LLP or Corporation etc.
Business Address, Street, Suite or Room No.
City, State & ZIP Membership Information
Total number of members This field must add to 100. Please adjust the percentage held for each member. Tax Preparation Terms and Conditions Terms I/We understand that Stateside APM is not acting as a CPA and is only collecting information to forward to an independent CPA, who will complete my income tax returns on my behalf. As such I hold harmless Stateside APM in respect to the accuracy, completeness or competency of my income tax returns, or the time taken to complete them. I/we understand that I/we will still be required to provide certain documents needed for completion of my annual income tax filing even though I may have completed the spreadsheet template provided by Stateside APM. I/we understand that the information I/we provide to Stateside APM will be used by an independent CPA to complete my/our annual income tax returns, and any discrepancies in my/our filing may be result of information I/we may not have included with my preparation documents. I/we understand and agree that Stateside APM is not responsible for any penalties, fees, or tax amounts due as, a result of my completed tax return being submitted late and as such agree to hold harmless Stateside APM. I/we understand that the information supplied to Stateside APM in my/our tax application forms will be used to complete my/our tax filing forms, and I/we understand that it is my/our responsibility to read and review both the application forms and completed returns prior to submission and finalization, and make any needed corrections before my/our returns are filed. Any subsequent errors, typos, and/or misspellings on the finalized forms are not the fault of Stateside APM or its agents and further agree to hold harmless Stateside APM for any errors or omissions. I/we understand that it is my/our responsibility to provide complete and accurate information and documentation for my/our tax forms. I/we hereby certify that all information and documents provided is true an accurate to the best of my/our knowledge. I/we understand that it is my/our responsibility to supply our tax account information to Stateside APM in a sufficient amount of time for the returns to be prepared before the appropriate deadline. If that deadline is missed because of my/our failure to provide the needed documents, Stateside APM is not liable or responsible for any penalties resulting from a late filing. I/we understand that our tax documents will not be prepared or filed until payment for services has been rendered in full. I/we authorize Stateside APM and its agents to file any additional documents and responses to the IRS associated with the tax preparation for the year paid for. I understand that wet signatures are required from both the CPA and taxpayer and that I will be charged for the shipping of the original documents for signature. I understand that it is my responsibility to submit my completed and signed returns to the tax authorities. If I request Stateside APM or it's agents to submit them on my behalf, I agree to hold harmless Stateside APM of any liability should they arrive past the due dates. I/we understand that my annual income tax filing will be completed and and copies of my/our completed returns will be uploaded to my/our Stateside APM cloud folder. Should I/we wish to request additional hard copies of these completed documents be mailed to me/us I/we understand that I/we must pay for the shipping of these documents.
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