Ready to catch up on US tax filings through SDOP or SFOP? Here's the exact document checklist, timeline, and process NRIs should prepare before filing.
US tax filing for NRIs — simple, transparent, secure.
CPA-led workflows. SOC 2 Type II–aligned controls. We file US Federal & State returns alongside your Indian ITR where needed, coordinating DTAA and Foreign Tax Credit treatment. FBAR, PFIC, RSU, dual-status, notices — scoped in one roadmap.
What you'll pay
Transparent line-item pricing. Final quote confirms after CPA document review — intake gives a quick range.
Get your US tax quote in 3 minutes. Filed by CPAs. No back-and-forth.
We'll ask simple questions about your situation — not your personal details up front. As we go, we explain every form and tax term. You'll see a transparent fee build live, and decide if you want to engage us at the end.
First, what's your US tax residential status?
No name, no email yet — just pick the one that fits you best. We'll explain each one. This single answer drives 80% of your tax outcome.
The US taxes people in two very different ways. Residents (citizens, Green Card holders, visa holders who meet the day-count test) are taxed on worldwide income — including Indian salary, rental, mutual funds. Non-residents are taxed only on US-source income.
Substantial Presence Test (SPT) Calculator
You meet SPT if you were in the US at least 31 days this year AND a weighted total of 183+ days: (this year) + (last year ÷ 3) + (year before ÷ 6).
Important — Expatriation
How are you filing?
Filing status decides your tax brackets and standard deduction.
Single · MFJ · MFS · Head of Household · Qualifying Surviving Spouse
About your spouse
What income did you earn?
Tick everything that applied — even small amounts.
US Citizens, Green Card holders, and US tax residents must report Indian income to the IRS. Indian tax paid is claimable as Foreign Tax Credit (Form 1116).
Rental property details
Indian mutual funds — PFIC alert
Your Indian / foreign accounts & assets
Non-disclosure penalties run from $10,000 to 50% of asset value. Better to over-disclose to us than under-disclose to the IRS.
Required if aggregate balance exceeded $10,000 at any time — includes NRO, NRE, demat, PPF, EPF, FD.
Deductions, credits & tax notices
Upload documents (optional now — can do later)
SOC 2 Type II certified · Encrypted end-to-end
Access restricted to your assigned CPA. Files deleted on request post-engagement.
Nothing is mandatory at this stage.
Your quote is ready
Senior CPA reviews within 1 business day and shares the engagement letter.
Total: $350
Quick contact details
Ready to start? Or just scouting?
Spin up the intake to model fees in minutes — or consultation with expert at $100 per hour for US federal, state, FBAR, and DTAA questions.
Quote assistant
Answer plain-language prompts and review an indicative bracket before exchanging sensitive documents.
Expert consult — US CPA
Consultation with expert at $100 per hour. Thirty minutes blocked with a specialist on Form 1040, FBAR, PFIC, or notices.