U.S. tax preparation and compliance support
Professional Tax Filing

1040 & 1040-NR filing service

A guided, secure filing experience for residents and non-residents. Clear checklists, professional CPA review, and reliable turnaround across all 50 US States.

IRS-ready process
CPA / EA guided
Secure document handling
Upload documents
Completed

W-2 / 1099 / 1042-S, passport/visa records, prior returns (if any).

Residency & forms review
Completed

Confirm 1040 vs 1040-NR, substantial presence test, and required schedules.

Preparation & optimization
In progress

Apply eligible deductions, tax credits, treaty articles, and maximize refund.

Review & submission
Upcoming

Final draft approval, digital signature + direct IRS e-file confirmation.

Resident & Non-Resident

We support Form 1040 and 1040-NR based on your residency status, substantial presence test, and worldwide income.

Accuracy & Optimization

Careful review to reduce errors, apply bilateral tax treaties, and uncover all eligible credits and deductions.

Secure Document Flow

Guided document checklist with 256-bit encrypted intake, safe uploads, and clear step-by-step updates.

Fast Turnaround

Efficient intake and responsive CPA support for a smooth, stress-free filing experience within 24 to 48 hours.

Comprehensive Federal & Multi-State 1040 Tax Filing

Navigating US tax returns can be intricate, particularly when dealing with dual status, foreign income, stock compensations (RSUs, ESPP), or moving between states. Vision-Tax delivers certified CPA preparation tailored to your exact tax situation.

  • Form 1040 (Resident Return): For US citizens, permanent residents (Green Card), and visa holders who meet the IRS Substantial Presence Test (SPT).
  • Form 1040-NR (Non-Resident Return): For international students (F-1/OPT/CPT), scholars (J-1), and short-term non-immigrants with US-sourced wages or stipends.
  • Dual-Status Returns: For taxpayers who were both non-residents and residents during the same calendar year.
  • All 50 State Returns: Resident, non-resident, and part-year state tax returns accurately apportioned to prevent double taxation.

Who Needs This Service?

Our 1040 & 1040-NR service is specifically engineered for professionals, foreign nationals, and families seeking maximum refunds and zero compliance surprises:

  • Tech professionals on H-1B, L-1, and O-1 visas with complex equity comp (RSUs, ISOs, ESPP).
  • F-1 students and OPT/CPT graduates claiming US tax treaty exemptions (e.g. US-India Treaty Article 21(2)).
  • Remote workers and consultants with income earned across multiple states.
  • Taxpayers with foreign bank accounts, cryptocurrency trades, and rental properties.

Frequently Asked Questions

Your filing status depends on the IRS Substantial Presence Test (SPT) and your visa type. F-1 students are generally considered "exempt individuals" for their first 5 calendar years in the US and must file Form 1040-NR. H-1B holders typically meet the SPT and file Form 1040. Our CPAs automatically calculate your exact status during intake.
Yes, under IRC Section 6013(g) or (h), you can elect to treat a non-resident spouse as a resident for tax purposes. This often results in a significantly higher standard deduction ($29,200 for MFJ) and higher refund. We help you prepare both the election and ITIN application if needed.
You have up to 3 years from the original filing deadline to submit an amended tax return (Form 1040-X) to claim missed deductions or fix filing status errors. Vision-Tax offers a complimentary review of your previous 3 years.

Documents Needed

Gather the following documents for your CPA review:

  • Form W-2 from all employers
  • Form 1099 (INT, DIV, B, MISC, NEC)
  • Form 1042-S (for non-residents)
  • Passport, Visa copy & I-94 travel history
  • Form 1098-T (tuition statement, if applicable)
  • Prior year tax return (Form 1040/1040-NR)

No upfront payment required. 100% confidential.

Free 15-Minute Consultation

Ready to Maximize Your Tax Refund?

Book a free 15-minute consultation with a senior CPA. We will analyze your tax forms and advise on your best filing strategy.

Zero Obligation
Licensed US CPA
50-State Coverage
Call (213) 713-4239
256-Bit SSL Encrypted • 100% Confidential