Form 1040-NR
Non-resident alien individual return when US-source income or a treaty position requires it. Typically 10–15 business days from engagement letter to signed return.
Expert desk
When your situation is more than a standard 5472.
Scoped engagements with our Enrolled Agents and CPAs. Clear quote, fixed scope, written outcome.
What we take on
Common engagements.
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Individual -
Entity Full Form 1120
When a 5472 is attached to a real (non-disregarded) C-corp return rather than a pro-forma 1120. Includes schedules C/J/K/L/M-1/M-2 as applicable.
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Representation IRS notice response
CP, LTR, or Letter 972CG. We read the notice, draft a response, and submit on your behalf. Deadline-driven work; same-week turnaround available.
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Amendment Amended 5472 / 1120
When prior-year facts change or an error is discovered. Clean cross-reference to the original filing and a short explanation statement.
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Representation Penalty abatement
First-time abatement or reasonable-cause letters. We review your facts and prepare a submission package aligned to the IRS's own reasonable-cause framework.
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Advisory Treaty position memo
Short memos for your records on tie-breaker rules, treaty-based positions, and withholding exposure. Signed by an EA or CPA; suitable for sharing with your bank or auditor.
How we work
Four steps, no sales theatre.
- 01 · Intake
A short written brief
You describe the situation in a short form or a Loom. We confirm scope within one business day.
- 02 · Call & quote
30 minutes, EA/CPA on the call
We confirm scope live and send a fixed-fee quote and engagement letter the same day.
- 03 · Work
Fixed scope, fixed timeline
Drafts shared mid-engagement; final deliverable comes with a short written summary of what we concluded and why.
- 04 · Delivery
Signed and audit-ready
Signed by the EA or CPA named on the engagement. Full proof pack included.
Written output
Everything we conclude, you can hand to your bank, auditor, or future accountant.
Expert-desk engagements deliver a signed memo or filing plus a short written summary of what we did and why. The output stands on its own — a new CPA can read it next year and pick up without needing to re-interview you.
- Engagement letter · signed ✓
- Working file · versioned ✓
- Final memo · EA/CPA signed Delivered
- Proof pack · downloadable PDF + JSON
FAQ
Expert desk questions, answered.
How is the expert desk priced?
Scoped per engagement after an intake call. Simple notice responses often land in a flat band ($300–$600); amendments and treaty memos are quoted per matter ($800–$2,500 typical).
Who does the work?
Our Enrolled Agents and CPAs. The person signing the return or memo is identified in your proof pack and in the engagement letter — same name on both.
How long does an engagement take?
Notice responses: 3–10 business days once facts are gathered. Amendments and memos: 2–4 weeks typical. Rush timelines on request.
Can you represent me before the IRS?
Yes. Enrolled Agents and CPAs both have unlimited representation rights before the IRS. You sign a Form 2848 (Power of Attorney) scoped to the specific matter and we take it from there.
What if the engagement opens up questions beyond the original scope?
We flag it, pause, and either agree a scope change (new fixed fee) or close the current engagement and open a new one. You never get a surprise invoice.