Free tool guide
Tax preparation and records
A clear filing process starts with the records and assumptions behind each answer. Organize income, accounts, assets, residence facts and family changes before a preparer begins work. Keep official sources, dates and unresolved questions with the result that produced them. These tools help you build a useful handoff without collecting tax returns, bank logins, account numbers, passport numbers or other sensitive identifiers.
Start with these checks
Which documents should I gather?
Build a practical record list from your income, foreign accounts, assets, entities, and life changes.
How long should I keep these records?
Build a federal recordkeeping plan for returns, property basis, losses, employment, and international forms.
Questions to ask your tax preparer
Create a focused question pack for scope, international experience, assumptions, forms, security, timing, and fees.
Organize an IRS notice response date
Enter the notice code and printed dates to organize the next action without uploading a sensitive notice.
What does this international tax form do?
Look up a common U.S. international form’s purpose, filing route, current instructions, and related free check.
What changed in U.S. federal expat tax guidance?
Review a limited, human-checked log with publication dates, effective dates, source links, and the tools affected.
More tools in this topic
- Download a one-year U.S. tax calendar: Choose the federal date groups that apply and download a source-backed all-day calendar.
- How do I print or save one complete result?: Follow the right route to keep a result, explanation, assumptions, official sources, review record, and limitations together.
- What should I keep in a source-linked result PDF?: Check that a saved result PDF preserves its tax year, sources, review date, assumptions, and limitations.
- Add the FBAR checker to a partner website: Generate a versioned iframe for the complete public FBAR checker with sources, privacy limits, and attribution intact.
- Add the deadline checker to a partner website: Generate a versioned iframe for the public expat deadline checker without flattening filing, payment, extension, and FBAR dates.
How to use this guide
Each tool gives a complete first-pass result from the facts you enter and keeps its official sources and review date visible. It is general information, not tax or legal advice. Check unusual facts with a qualified professional.
Guide updated .