Individual Tax
US Individual Tax Services
Your Trusted Partner for US Tax Compliance
At Tax Mithra, we help individuals meet their US tax obligations with confidence and ease. Our team provides comprehensive tax preparation, filing, planning, and advisory services while ensuring full compliance with IRS regulations and applicable state tax laws. Whether you are a US citizen, Green Card holder, resident alien, non-resident, student, expatriate, investor, or self-employed professional, we provide personalized tax solutions based on your unique financial situation.
Key Features
- Federal Income Tax Return Preparation (Form 1040)
- Non-Resident Tax Return Preparation (Form 1040-NR)
- State Income Tax Return Preparation
- Tax Planning & Advisory
- Estimated Tax Calculations
- ITIN Application & Renewal Assistance
- Electronic Filing (E-File) & Paper Filing Support
- Extension Filing (Form 4868)
- Amended Tax Returns (Form 1040-X)
- FBAR (FinCEN Form 114) Filing
- FATCA Reporting (Form 8938)
- IRS & State Notice Assistance
- Audit Representation Support
- Tax Residency & Treaty Guidance
- Student Visa (F-1/OPT/CPT) Tax Assistance
Federal & State Tax Return Preparation
Preparing an accurate tax return requires a complete understanding of IRS regulations, tax treaties, credits, deductions, and reporting requirements. Tax Mithra assists with Individual Federal Tax Returns, State Tax Returns, Multi-State Tax Returns, Resident and Non-Resident Returns, Dual-Status Returns, and returns involving foreign income, foreign tax credits, investment, rental, self-employment, and business income reporting.
Tax Planning & Advisory
Good tax planning begins long before the filing deadline. Our professionals help clients make informed financial decisions by evaluating current and future tax implications, including tax-efficient investment planning, income timing strategies, capital gain planning, retirement contribution planning, education tax benefits, expatriate and student tax planning, and self-employed tax strategies.
Estimated Tax Payments
Tax Mithra assists in calculating estimated taxes for individuals with self-employment income, consulting income, freelance earnings, rental income, investment income, capital gains, multiple jobs, or significant changes in income—helping avoid IRS underpayment penalties.
ITIN Application & Renewal
Individuals not eligible for a Social Security Number may require an ITIN to meet US tax filing requirements. We provide end-to-end guidance for new ITIN applications, renewals, dependent ITIN applications, supporting documentation, certified document guidance, and IRS submission.
FBAR & FATCA Compliance
US persons with financial interests in foreign financial accounts may be required to file an annual FBAR (FinCEN Form 114). We assist with filing requirements, foreign account reporting, compliance review, late filing guidance, FATCA reporting, Form 8938 preparation, and foreign asset disclosure.
IRS Notices, Audit Support & Student Tax Services
We analyze IRS and State notices, prepare appropriate responses, and assist with audit representation. We also have extensive experience assisting F-1, OPT, CPT, J-1, and H-1B taxpayers with Form 8843, Form 1040-NR, tax treaty benefits, scholarship income, and resident status determination.