Tax Resources & Guides

In-depth articles written by a Washington CPA to help you understand complex tax topics. Whether you're dealing with foreign accounts, IRS notices, or planning your first U.S. tax return as a new immigrant, these guides are here to help.

Foreign Income & Cross-Border

FBAR vs Form 8938: What's the Difference?

Both FBAR and Form 8938 require you to disclose foreign financial assets, but they have different thresholds, filing locations, and penalties. Learn which forms you need to file and when.

8 min read Read More
Individual Tax

U.S. Tax Guide for New Immigrants

New to the U.S.? Understand residency status, what income is taxable, which forms to file, treaty benefits you may qualify for, and common mistakes to avoid in your first tax year.

12 min read Read More
IRS Notices

What to Do When You Receive an IRS Notice

An IRS notice in the mail can be alarming — but not all notices are audits. Learn the most common notice types, how to read them, when to respond, and when to hire a CPA.

10 min read Read More

Have a Tax Question Not Covered Here?

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IRS Circular 230 Disclosure: Any tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding federal tax penalties or promoting, marketing, or recommending any transaction or matter addressed herein.

Important: Do not send sensitive personal information such as Social Security numbers or banking details through unsecured forms or email. Use our secure client portal for document uploads. The information on this page is for general informational purposes only and does not constitute professional tax advice. Every taxpayer's situation is unique — please consult with a CPA regarding your specific facts and circumstances.