Important Update: Please choose the Tax or Payroll form and upload the completed documents to Client Data Secure Site (Note: Please type your name and email and we will receive notice.) Or, email it to cpa@cindiellc.com for an evaluation. All forms below are for reference only and all fees will be subject to change without notice.

Business: Income Tax and other Tax Filings

• Click here for Business Tax Checklist & Engagement (Click here for YouTube Video)
• Click here for Business Income and Expenses Questionnaire
• Click here for Foreign Accounts.

Business: Fractional CFO Engagement for various services and bookkeeping, payroll and income taxes etc.

• Click here for Master Engagement Letter for CFO Services
• Click here for Payroll Brochure Introduction 

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Business: Open and Manage a new company

• Form and start a new company
  • Click here for State Formation Filing Authorization
• Dissolve an existing company
  • Click here for State Dissolution or Change Request

Business: CINDIE Payroll

• Click here for Payroll Engagement Agreement and Sample Forms 
• Click here for Payroll Employer Pay Updates 

Business: 1099 Reporting

• Click here for Form 1099 Engagement
• Click here for Form 1099 Template

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Individual: Income Tax and other Tax Filings

• Click here for Personal Tax Checklist and Engagement (Click here for YouTube Video)
• Click here for Rental Income and Expenses.
• Click here for Foreign Accounts.
  • Individual: Foreign Financial Assets Reporting and How to File FBAR
  • (Report of Foreign Bank and Financial Accounts (FBAR). FBARs are due April 15, 2024, but a taxpayer who fails to timely file will automatically receive an extension to October 15, 2024) 
  • Let us do it for you, please fill up the 2023 Foreign Accounts form above
  • Do it yourself by following the instruction by logging into http://bsaefiling.fincen.treas.gov/NoRegFBARFiler.html

Note: Any resident (Not applicable to NR) individual with total amount of $10,000 for all his/her oversea accounts will need to report every account via this website. Please make sure you file the FBAR via this website by April 15, 2024.  Please see the difference in attached comparison of FBAR requirement and F8938 requirement.

Individual: Financial Planning, Estate and Trust Planning, Foreign Gift Tax Filing

• Click here for Individual Tax and Wealth Planning Checklist and Engagement Letter (Fillable Tax and Wealth Planning Worksheet)

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Other

• Form 8938: Instruction https://www.irs.gov/pub/irs-pdf/i8938.pd
• Gift Letter Sample : You can use the form as a sample letter:  Gift Form To whom it may concern
• Form 3520 : Instruction https://www.irs.gov/pub/irs-pdf/i8938.pdf
• Business: BOI Beneficial Owner Information Reporting
  • Click here for BOI Reporting Checklist
  • Click here for BOI Reporting Checklist CN中文 .
  • Click here for Engagement and government Beneficial Owner Reporting Requirements
  • Do it yourself by following the instruction by logging into https://www.fincen.gov/boi-faqs