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: Standard Engagement for various services including bookkeeping, payroll and income taxes etc

• Click here for Engagement Letter of Agreement and Procedure 
• Click here for  Employee Payroll Information Form 
• Please find the W-4 form at https://www.irs.gov/pub/irs-pdf/fw4.pdf

Business: Become a CINDIE Client for Business Income Tax Return

• Click here for 2022 Business Tax Checklist & Engagement form by CINDIE to fill up your business information and email it to cpa@cindiellc.com for an evaluation.
• Click here for 2022 Business Tax Questionnaire w. CN中文 form by CINDIE to fill up your business information and email it to cpa@cindiellc.com for an evaluation.
• Click here for 2022 Foreign Accounts.

Business: 1099 Contractor filing

• Click here for  1099 Contractor Service Agreement form
• Click here for 1099 Contractor Info form
• Please find the W-9 form at https://www.irs.gov/pub/irs-pdf/fw4.pdf

Individual: Become a CINDIE Client for Individual Income Tax Return

• Click here for 2022 Personal Tax Checklist and Engagement by CINDIE to fill up your personal information and email it to cpa@cindiellc.com for an evaluation.
• Click here for 2022 Personal Tax Questionnaire Online 
• 中文版本Click here for 2022 Personal Tax Questionnaire Chinese中文 form by CINDIE to fill up your personal information and email it to cpa@cindiellc.com for an evaluation.
• Click here for 2022 Rental Income and Expenses.
• Click here for 2022 Personal Business or Single Member LLC Income and Expenses.
• Click here for 2022 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, 2022, but a taxpayer who fails to timely file will automatically receive an extension to October 15, 2022) 

• Let us do it for you, please fill up the 2022 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, 2022.  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:

Fillable Form: https://cindiellc.files.wordpress.com/2023/04/individual-tax-and-financial-planning.xlsx

PDF Form: https://cindiellc.files.wordpress.com/2023/04/individual-tax-and-financial-planning.pdf

Other

Form 8938: Instruction https://www.irs.gov/pub/irs-pdf/i8938.pdf

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