Precision Filings for Nonresident and Dual-Status U.S. Taxpayers
Nonresident & Dual Status Filers



Services Overview
Align your filings with your global journey—navigate change with certainty.
Complex residency transitions demand tailored solutions. Whether filing Form 1040-NR as a nonresident or managing dual-status returns when your residency changes mid-year, our senior advisors allocate income and deductions per IRS guidelines and apply treaty protections—ensuring your filings accurately reflect each chapter of your voyage.
Frequently Asked Questions
Who must file Form 1040-NR?
Nonresident aliens with U.S.-source income—such as wages, rentals, or dividends—who don’t meet full residency tests.
When is a dual-status return required?
If you gain or lose U.S. residency during the tax year—via green-card or citizenship changes, treaty tie-breakers, or substantial presence shifts—you’ll file resident and nonresident segments.
How are income and deductions allocated?
We apportion worldwide and U.S.-source amounts between your resident and nonresident periods.
Can I claim treaty benefits on Form 1040-NR?
Yes. We prepare Form 8833 disclosures to secure reduced tax rates on qualifying income per your country’s treaty.
Do I need state returns as a nonresident or dual-status filer?
We assess state filing requirements to determine nonresident or part-year state filing obligations—avoiding unnecessary returns.

More Individual Tax Services


Crypto & Digital Asset Reporting

FBAR Reporting (FinCEN 114)

FATCA Asset Reporting (Form 8938)

Foreign Entity Ownership Reporting

Foreign Trust & Gift Reporting

PFIC Reporting (Form 8621)

Streamlined Filing Compliance Procedures

Federal, Amended, and State Tax Return Preparation



Next Steps
Plot your residency route—complete the form below or weigh anchor by creating your account today.

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