1040 Abroad

We’re disappointed to see this review, as it contains multiple inaccuracies and misrepresents the facts of this client’s case. The client first contacted us before the April 15 IRS payment deadline. However, despite several follow-ups, she failed to provide the necessary information in a timely or complete manner, repeatedly stating that she “had a business to run.” Without the required details, it was not possible to finalize her return before the payment due date. For clarity, U.S. tax payments are always due by April 15, regardless of when the return is filed. The IRS automatically applies penalties and interest when taxes are paid after that date. This timing is determined by law, not by the tax preparer. At the client’s own request, we prepared two versions of the return: one including the K-1 income and one excluding it. To be absolutely clear, K-1 income is required by law to be reported. We prepared both versions solely because the client explicitly asked us to do so during our initial call. We would never omit any income or modify a return in a way that violates IRS rules. We have complete written records, email correspondence, and call notes verifying all of the above. These can be shared in redacted form with anyone who wishes to confirm the facts. Our firm stands by the accuracy and professionalism of our work. We do not take lightly when a client misrepresents events publicly. This review reflects a misunderstanding of IRS payment deadlines, a misstatement of the facts regarding the K-1, and the client’s own delays.