Your U.S. nonresident tax return should do more than report income — it should correctly position your residency status, U.S.-source income, withholding, treaty eligibility, and refund opportunity based on your facts and circumstances.

Our Form 1040-NR Nonresident Tax Return Optimization is a CPA-prepared filing package designed for foreign individuals who need a strategically prepared U.S. nonresident income tax return.

Who This Is For

This service is for nonresident alien individuals who received U.S.-source income and may need to file Form 1040-NR, including:

International students, scholars, researchers, trainees, foreign contractors, nonresident investors, individuals with U.S. rental income, and taxpayers who received Forms W-2, 1042-S, 1099, or other U.S. income reporting documents.

It is also appropriate if you are unsure whether you should file as a nonresident, resident alien, or dual-status taxpayer.

What You Get

You receive a CPA-prepared Form 1040-NR filing package designed to properly evaluate and report your U.S. nonresident tax position.

Your base filing includes:

Residency classification review, U.S.-source income review, W-2 / 1042-S / 1099 income reporting, withholding and refund analysis, Form 1040-NR preparation, Schedule OI review where applicable, and a finalized filing package ready for submission.

Pricing

Base fee: $500

This covers a standard Form 1040-NR nonresident filing. Additional fees may apply for more complex tax positions, including dual-status Form 1040 / 1040-NR coordination, treaty-based return positions, Form 8833 disclosures where applicable, multiple states, ITIN support, U.S. rental income, business income, K-1 reporting, prior-year filings, or amended returns.

How It Works

Step 1 — Residency & Filing Status Review We review your visa status, days of U.S. presence, income documents, and facts to determine the appropriate nonresident filing approach.

Step 2 — Income & Withholding Analysis We classify your U.S.-source income, review W-2, 1042-S, 1099, scholarship, rental, or other income items, and evaluate withholding.

Step 3 — Treaty & Tax Position Review Where applicable, we evaluate whether a treaty position, exemption, reduced withholding rate, or other reporting treatment may apply based on your facts.

Step 4 — CPA Preparation of Form 1040-NR We prepare your Form 1040-NR and related schedules, including Schedule OI or other supporting forms where appropriate.

Step 5 — Final Review & Filing Package You receive a completed return package with the filing position reviewed for consistency with your nonresident tax facts and available documentation.

Technical Explanation

Form 1040-NR is used by nonresident alien individuals to report U.S.-source income and calculate U.S. tax based on nonresident rules. The correct result depends on more than income entry. It requires evaluating whether income is effectively connected income, FDAP income, exempt under a treaty, subject to withholding, or reportable under a different filing position.

This service evaluates how your Form 1040-NR interacts with tax residency rules, the substantial presence test, exempt individual days, treaty positions, Schedule OI disclosures, 1042-S withholding, W-2 wages, state filing obligations, and possible dual-status or resident filing alternatives.

Compared with self-preparation software, this CPA-prepared service is designed to evaluate the tax position behind the return — including eligibility, documentation, alternatives, and tax attributes — not simply populate the form.

Start your Form 1040-NR Nonresident Tax Return Optimization today and get a CPA-prepared filing package designed around your U.S. residency, income, withholding, and treaty facts.