My_question_is: Applicable to both US and Canada Subject: Becoming a client for tax preparation Expert: taxman at centa.com Date: Monday November 13, 2006 Time: 08:35 PM -0500 QUESTION: I am a Canadian citizen. I lived in the Bahamas for 10 years. This October I moved to the US on an L1-B visa (company relocation). I am hoping you can prepare my tax return for this year. Are you taking new clients? If so what should I do to simplify and prepare for this coming tax return for the IRS. Thanks ---------------------------------- david ingram replies: You do not mention it but I remember the visit of you and your sister in March 2004 when she returned from England and we looked after her returning to Canada return. I am adding you to the US Canadian List. There is sure to be some stuff that applies to you. If it proves too much just email back to taxman at centa.com with REMOVE in the subject line and I will remove you within 36 hours. When you are ready, just fax, courier or pdf email your W2 to me in Vancouver. Glad to look after you. It would be a pleasure. If you paid your own moving expenses, make sure I have the cost of the mover and your transportation. That may be important if the company paid them because you will likely find that it is / was added to your W2 and you will have to deduct it. Therefore, if you handed your receipts in to the company, make sure you have copies. This year you will be a dual status tax filer and must itemize deductions so keep track of any charity or special state tax you may pay in getting settled. --------------------------- David Ingram's US / Canada Services US / Canada / Mexico tax, Immigration and working Visa Specialists US / Canada Real Estate Specialists My Home office is at: 4466 Prospect Road North Vancouver, BC, CANADA, V7N 3L7 Cell (604) 657-8451 - (604) 980-0321 Fax (604) 980-0325 Calls welcomed from 10 AM to 10 PM 7 days a week Vancouver (LA) time - (please do not fax or phone outside of those hours as this is a home office) email to taxman at centa.com <mailto:taxman at centa.com> www.centa.com <http://www.centa.com/> www.david-ingram.com <http://www.david-ingram.com/> Disclaimer: This question has been answered without detailed information or consultation and is to be regarded only as general comment. Nothing in this message is or should be construed as advice in any particular circumstances. No contract exists between the reader and the author and any and all non-contractual duties are expressly denied. All readers should obtain formal advice from a competent and appropriately qualified legal practitioner or tax specialist for expert help, assistance, preparation, or consultation in connection with personal or business affairs such as at www.centa.com <http://www.centa.com> . If you forward this message, this disclaimer must be included." Be ALERT, the world needs more "lerts" David Ingram gives expert income tax & immigration help to non-resident Americans & Canadians from New York to California to Saudi Arabia to Mexico to China or Chile - Cross border, dual citizen - out of country investments are all handled with competence & authority.
