Kimberly Morris

US Taxes When Living Abroad Making the Complex, Simple.

Forms, Articles & Tax information

Getting Started: A Manual to Answer All Your Questions about Working Together Smoothly:

Download “My Business Basics”

My-Business-Basics-TY2022.pdf – Downloaded 1944 times – 769.46 KB

Forms for download.

Please feel free to add notes, questions, additional currencies, or whatever you need to help me better understand your situation. It is always helpful to clearly define what currency an amount is in and to allow me to determine the exchange rate, if you are unsure of the valid rate to use.

REQUIRED to begin the individual tax return: 

Download “Client Interview Questionnaire”

2022TY-Client-Interview-Questionnaire.pdf – Downloaded 2175 times – 718.77 KB

Download “Engagement Agreement for Form 1040 series Tax Return and FBAR”

TY2021-Return-FBAR-Engagement-Agreement.pdf – Downloaded 1930 times – 344.11 KB

Download “Foreign Financial Account Info Worksheet (FFAIW)”

FFAIW.pdf – Downloaded 1673 times – 437.05 KB

Download “Engagement Agreement for FBAR only”

TY2018-FBAR-only-Engagement-Agmt.pdf – Downloaded 1731 times – 32.75 KB

Worksheets to organize your tax information:

Download “Rental Worksheet”

Rental-Worksheet-1.pdf – Downloaded 1522 times – 38.26 KB

Download “General Business Worksheet”

Business-worksheet.pdf – Downloaded 1384 times – 430.93 KB

Download “Hoja de Información de Negocios”

negocio_worksheet_spanish.pdf – Downloaded 1273 times – 1.51 MB

Download “Clergy Worksheet”

clergy_worksheet.pdf – Downloaded 1648 times – 575.69 KB

Download “Online Sales Biz Worksheet”

online_sales_biz_worksheet.pdf – Downloaded 1431 times – 622.53 KB

Download “Writer's Worksheet”

writers_worksheet.pdf – Downloaded 1372 times – 624.04 KB

Download “Visual Artist's & Designer's Worksheet”

visual_artist__designer_biz_worksheet.pdf – Downloaded 1396 times – 661.32 KB

Download “Retail Sales Biz Worksheet”

retail_sales_biz_worksheet.pdf – Downloaded 1283 times – 613.86 KB

Download “Cosmetologist's Worksheet”

cosmetologist_worksheet.pdf – Downloaded 1338 times – 609.88 KB

Forms which may be needed by some clients:

Download “Head of Household Worksheet”

Head-of-Household-worksheet.xlsx – Downloaded 1261 times – 11.82 KB

Download “Form 2848 Power of Attorney”

Form-2848.pdf – Downloaded 1400 times – 80.84 KB

Download “Sec. 7216 Consent Form”

7216_consent_form_a.pdf – Downloaded 1751 times – 19.23 KB

Articles available for download.

Download “Tax Law Changes & Updates for TY2022 and TY2023”

New-in-TY2022-and-TY2023.pdf – Downloaded 1013 times – 493.65 KB

Download “Filing from Abroad - Highlights”

TY2018-Filing-from-Abroad-Initial-Information.pdf – Downloaded 1606 times – 78.17 KB

Download “FBAR vs FATCA: Understanding the differences”

fatca_vs_fbar_article.pdf – Downloaded 1671 times – 66.49 KB

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    Contact Info

    Office location: Parque Guadiana, Fracc. Guadiana, San Miguel de Allende, GTO, Mexico (by appointment)
    Mailing address: 220 N. Zapata Hwy #11, PMB 558M Laredo, TX 78043-4464

    US Phone: +1 601-427-2881
    Mexican cell: +52 415-167-6555

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