|Category:||Federal tax return:||State tax return:|
|Simple – from||£395 + VAT||£145 + VAT|
|Standard – from||£545 + VAT||£195 + VAT|
|Complex – from||£695 + VAT||£295 + VAT|
This is an overview of the range of fees we charge for the preparation of US tax returns. Please note that the early provision of data in a full and concise manner will expedite the preparation of the tax return, which may make it unnecessary to file extensions, and will therefore ensure that fees are kept as low as possible.
Please complete the questionnaire as accurately as possible. Please ensure that you indicate the currency used where possible. Please upload any supporting documentation and provide additional notes in Section 7. When complete, please click Submit in Section 8.
If yes, please attach a statement describing the payor, amount earned, related expenses, nature of
employment. Please provide a Form W-2.
If yes, please attach a statement describing the nature of the business, the income and expenses for the
year, assets purchased and information about U.S. office premises and U.S. agents.
If yes, please provide details in Section 6.
If yes, please provide full details of acquisition and sale.
Please provide copies of forms K-1 for each partnership.
This includes shares and securities, traded options and also currency transactions including offshore
currency loans. If yes, please provide the cost of the initial purchase, the date of purchase, sale
proceeds, and date of sale.
Please attach a list of your non-U.S. income for the year. You should note that if your worldwide income
for the year exceeded US $100,000, it is necessary to provide very specific details of your income.
Provide details and amounts of any taxes withheld or paid in the U.S. during the year. Also provide details
of charitable contributions, casualty or theft losses in the U.S. and any business expenses.
By providing your email address below, a copy of your submission will be sent you.
We cannot proceed with the preparation of your tax return until we receive a signed copy of this questionnaire. By clicking “I Agree” below, you confirm that your electronic signature should be acknowledged as the legal equivalent of your manual signature and having read our terms and conditions, you consent to be bound by these. You are also agreeing that the information provided in the questionnaire is complete and correct to the best of your knowledge.
Please select the team containing your usual PJD Tax Representative. The teams are listed below.
Team Leader: Andrew Jones
Andrew Jones – 0203 8612 943
Thomas Cheung – 0203 8612 956
John McLaughlin – 0203 8612 951
Brian Fernandes – 0203 8612 954
Team Leader: Michèle Pizzey
Michèle Pizzey – 0203 8612 942
Amy Kasemsuk – 0203 8612 952
Team Leader: Paul Devonshire
Paul Devonshire – 0203 8612 941
Daniel Blythe – 0203 8612 957
Bonnetta Brady – 0203 8612 945
Anusa Sivayoganathan – 0203 8612 961
Team Leader: Warwick Wilson
Warwick Wilson – 0203 8612 944
Omar Hussain – 0203 8612 948
Mohini Dhiresh – 0203 8612 962