2026 tax return
Answer a few questions and see your quote right away.
Which tax year is this for?
Marital status (December 31)
Residency
Last year's return
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State of residence
Besides your home state, how many other states do you need to file in? (moved during the year, worked in another state)
Besides the state return, do you need local income tax returns (city, county or school district)? (number of returns; if unsure, choose No)
Will you itemize deductions (mortgage interest, state taxes, donations)? (If unsure, choose No)
Do you have self-employment or freelance income? (number of businesses)
Did you sell stocks, funds or bonds?
Did you sell or exchange digital assets (crypto)?
Do you rent out any real estate, including in Japan? (number of properties)
Of those, should we also file Hawaii GET/TAT (general excise and transient accommodations taxes) for your Hawaii properties? (number of properties; choose No if none)
Did you sell any real estate, including in Japan?
Will you receive K-1s from a partnership, LLC or S corporation? (how many)
Do you have bank or investment accounts or other financial assets (stocks, funds, insurance, pensions) outside the US, e.g. in Japan?
What was the highest total balance of your non-US bank and investment accounts during the year? (approximate, in US dollars)
Including stocks, funds, insurance and pensions as well as accounts, what was the total of your non-US financial assets on December 31?
And the highest total during the year?
Was any of your non-US income taxed in that country? (e.g. Japanese salary, rent or dividends)
Were you living outside the US on December 31?
Do you hold non-US mutual funds or ETFs (e.g. Japanese funds)? (number of funds)
Do you own 10% or more of a non-US company, or serve as its officer? (number of companies)
Did you move to or leave the US during the year?
Did you give up your green card (US permanent residency) during the year?
This quote is based on what you entered. If your documents show something different, we will talk with you before we start — the fee never goes up without your OK.
Last year's return (the full Form 1040 package: federal, state and city). You can also upload it later in the tax questionnaire.
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