🌐 Yobiz – U.S. Individual Tax & International Compliance Services
Professional Tax Preparation & Compliance Support
At Yobiz, we provide comprehensive U.S. individual tax preparation and international compliance services for both CPA firms and individual taxpayers.
Our team supports CPA firms through outsourced tax preparation services, while also assisting individual clients directly with tax return preparation and filing. Every engagement is handled by experienced tax professionals, with returns reviewed and finalized by a Qualified Enrolled Agent (EA) to ensure accuracy and compliance with U.S. tax regulations.
We help CPA firms manage seasonal workloads efficiently while ensuring individual taxpayers meet their U.S. tax obligations accurately and on time.
📑 Our U.S. Tax Services
Individual Tax Return Preparation
- Form 1040 – U.S. Individual Income Tax Return
- Form 1040NR – U.S. Non-resident Alien Income Tax Return
- Form 1040X – Amended U.S. Individual Tax Return
- Review of income documents (W-2, 1099, 1042-S)
- Preparation of supporting schedules and tax workpapers
- Identification of deductions and tax credits
- Income reconciliation and documentation analysis
International Reporting & Foreign Asset Compliance
Many U.S. taxpayers hold foreign bank accounts, overseas investments, or earn foreign income, which may trigger additional reporting obligations.
We assist with:
- Form 1116 – Foreign Tax Credit
- Form 8938 – Statement of Specified Foreign Financial Assets (FATCA)
- FinCEN Form 114 – Foreign Bank Account Report (FBAR)
- Reporting of foreign income and overseas financial assets
- Documentation and reconciliation of foreign accounts
💼 Passive Activity & Investment Income Reporting
We support taxpayers in reporting investment income, rental income, and passive activity income or losses.
Our services include:
- Passive activity income and loss calculations
- Rental property income reporting
- Capital gains and investment income reporting
- Carry forward tracking and documentation
Related Forms & Schedules:
- Schedule D – Capital Gains and Losses
- Schedule E – Rental and Pass-Through Income
- Form 8582 – Passive Activity Loss Limitations
Additional Individual Tax Forms
Depending on your financial situation, we assist with:
- Form 709 – U.S. Gift Tax Return
- Form 3520 – Foreign Trust & Gift Reporting
- Form 5471 – Information Return for Foreign Corporations
- Form W-7 – ITIN Application
- FinCEN Form 114 – FBAR
Offshore Tax Preparation Support for CPA Firms
We act as an extension of your tax team, providing reliable offshore support during busy tax seasons.
Our Offshore Team Handles:
- Draft tax returns based on firm checklists
- Workpaper preparation and tie-outs
- Supporting schedules and documentation organization
- Source document review and indexing
- Draft reviewer notes and technical queries
- Extension preparation support
- Deadline tracking and workflow reporting
Tax Software Expertise:
- CCH Axcess Tax
- Drake Tax
- UltraTax CS
- ProSeries
- Lacerte
- TaxAct Professional
Why Choose Yobiz
📞 Take the Next Step
Schedule a free 30-minute consultation to meet your dedicated team and discover how outsourcing your taxation work can accelerate success while minimizing expenses.
