UNITED STATES · SERVICES

Personal Tax Return

Organize your personal tax return with a document checklist tailored to your case. We review income, the tax period and countries involved before defining scope, review and authorization steps.

SCOPE AND CAPABILITIES

What we can organize through this service.

The proposal confirms the deliverables, periods and documents included in the engagement.

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Your tax situation

Tax period, reported residence, income sources and states involved.

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Your documents

Supporting records and forms requested according to your circumstances.

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Preparation & Review

Return and schedules prepared and reviewed within the agreed scope.

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Authorization & Delivery

You receive instructions to review and authorize the applicable steps.

HOW WE WORK

From the first conversation to delivery, know what to expect.

01

Context

We understand your needs, the period and the available documents.

02

Proposal

We define deliverables, responsibilities, fees and terms.

03

Preparation

We organize the work and identify outstanding information.

04

Review & Delivery

We review the agreed deliverables and explain the next steps.

FREQUENTLY ASKED QUESTIONS

Get answers before you engage us.

These answers help with the first contact. Your engagement considers your circumstances and supporting documents.

01I don't know which documents to gather. How do I start?

Tell us about your income sources, the period and countries involved. The team will prepare a tailored checklist.

02I have information in Brazil. Can I discuss it with you?

Yes. Mention this connection at the first contact so that the scope considers the needs of each country.

03Is the tax amount determined during the first conversation?

The calculation depends on your information and documents. The first conversation helps us understand the case and define a proposal.

TALK TO INTER ONE

Need Personal Tax Return?

Tell us your needs and the period. You receive the scope, deliverables and terms before engaging us.

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