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.*
Business: Open and Manage a new company
- Form and start a new company
- Click here for company formation State Filing Rates, Client Questionnaire, Fee 成立公司
- Dissolve an existing company
- Click here for company dissolution State Dissolution Change Filing Info Request Change 结束公司
Business: CINDIE Payroll
- Click here for CINDIE Payroll Engagement Agreement and Sample Forms
- Click here for CINDIE Payroll Employer Pay Updates
Business: CINDIE CFO Engagement for various services including bookkeeping, payroll and income taxes etc.
- Click here for Engagement Letter for CFO Services
- Click here for CINDIE Payroll Brochure Introduction
Business: CINDIE Tax for Business Income Tax Return
- Click here for 2024 Business Tax Checklist & Engagement (Click here for YouTube Video)
- Click here for 2024 Business Tax Questionnaire w. CN中文 .
- Click here for 2024 Foreign Accounts.
Business: 1099 Reporting
- Click here for CINDIE Payroll for Form 1099 Engagement
- Click here for CINDIE Payroll for Form 1099 Template
Individual: CINDIE Tax for Individual Income Tax Return
- Click here for 2024 Personal Tax Checklist and Engagement (Click here for YouTube Video)
- Click here for 2024 Personal Tax Questionnaire Online
- Click here for 2024 Personal Tax Planning Questionnaire Chinese中文
- Click here for 2024 Rental Income and Expenses.
- Click here for 2024 Personal Business or Single Member LLC Income and Expenses.
- Click here for 2024 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
Individual Financial and Tax Planning Checklist and Engagement Letter:
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
Accountants • Advisors | Audit • Tax • CFO Services 