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 2138 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 2327 times – 718.77 KB
Download “Engagement Agreement for Form 1040 series Tax Return and FBAR” TY2021-Return-FBAR-Engagement-Agreement.pdf – Downloaded 2080 times – 344.11 KB
Download “Foreign Financial Account Info Worksheet (FFAIW)” FFAIW.pdf – Downloaded 1818 times – 437.05 KB
Download “Engagement Agreement for FBAR only” TY2018-FBAR-only-Engagement-Agmt.pdf – Downloaded 1881 times – 32.75 KB

Worksheets to organize your tax information:

Download “Rental Worksheet” Rental-Worksheet-1.pdf – Downloaded 1640 times – 38.26 KB
Download “General Business Worksheet” Business-worksheet.pdf – Downloaded 1524 times – 430.93 KB
Download “Hoja de Información de Negocios” negocio_worksheet_spanish.pdf – Downloaded 1417 times – 1.51 MB
Download “Clergy Worksheet” clergy_worksheet.pdf – Downloaded 1789 times – 575.69 KB
Download “Online Sales Biz Worksheet” online_sales_biz_worksheet.pdf – Downloaded 1569 times – 622.53 KB
Download “Writer's Worksheet” writers_worksheet.pdf – Downloaded 1508 times – 624.04 KB
Download “Visual Artist's & Designer's Worksheet” visual_artist__designer_biz_worksheet.pdf – Downloaded 1536 times – 661.32 KB
Download “Retail Sales Biz Worksheet” retail_sales_biz_worksheet.pdf – Downloaded 1424 times – 613.86 KB
Download “Cosmetologist's Worksheet” cosmetologist_worksheet.pdf – Downloaded 1484 times – 609.88 KB

Forms which may be needed by some clients:

Download “Head of Household Worksheet” Head-of-Household-worksheet.xlsx – Downloaded 1406 times – 11.82 KB
Download “Form 2848 Power of Attorney” Form-2848.pdf – Downloaded 1547 times – 80.84 KB
Download “Sec. 7216 Consent Form” 7216_consent_form_a.pdf – Downloaded 1892 times – 19.23 KB

Articles available for download.

Download “Tax Law Changes & Updates for TY2022 and TY2023” New-in-TY2022-and-TY2023.pdf – Downloaded 1151 times – 493.65 KB
Download “Filing from Abroad - Highlights” TY2018-Filing-from-Abroad-Initial-Information.pdf – Downloaded 1756 times – 78.17 KB
Download “FBAR vs FATCA: Understanding the differences” fatca_vs_fbar_article.pdf – Downloaded 1806 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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