Our Services
USTax is a tax document collection and organization system. All final filing decisions and calculations are reviewed and confirmed by a licensed tax professional.
Individual Income Tax — Form 1040
We help organize federal individual income tax return documents for US citizens, green card holders, and substantial presence residents.
- ✓Employment (W-2, Korea withholding)
- ✓Business / freelance income
- ✓Dividends & interest (1099)
- ✓Capital gains (stocks, real estate)
- ✓Rental income
- ✓Pension & social security
FBAR Foreign Bank Account Report (FinCEN 114)
We organize foreign financial account balance information. Your professional will confirm whether FBAR filing is required.
- ✓Foreign bank savings/checking accounts
- ✓Foreign brokerage / investment accounts
- ✓Foreign pension / retirement accounts
- ✓Joint accounts included
FATCA Form 8938
We organize data for the Statement of Specified Foreign Financial Assets. Thresholds and obligations are reviewed by your tax professional.
- ✓Foreign stocks & securities
- ✓Foreign funds & bonds
- ✓Foreign insurance (cash value)
- ✓Foreign pension assets
Extension Form 4868
We accept documents for a filing extension request. Note: an extension is not an extension to pay any taxes owed.
- ✓Up to 6-month extension of filing deadline
- ✓Payment still due by original deadline
- ✓Automatic approval (if requirements met)
ITIN Application (Form W-7)
We organize documents for Individual Taxpayer Identification Number (ITIN) applications for those without an SSN.
- ✓Passport or other ID copy
- ✓Attached tax return documents
- ✓W-7 form preparation support
Foreign Gift / Inheritance (Form 3520 etc.)
We collect and organize documents for foreign gifts or inheritances received. Filing requirements are confirmed by your tax professional.
- ✓Foreign gift details
- ✓Inherited asset list
- ✓Donor / decedent information
- ✓Form 3520 related documents
For Tax Professional Review Only
USTax is a document organization system designed to support tax professionals. We do not file tax returns on your behalf. All filing decisions and tax calculations are made by a qualified professional.