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WARE TAX PC - 2025 Cross-border Tax Client Info Organizer

Hi, Cameron Ware here. First things first: filling out forms sucks. I get it.

But, I'm not a mind-reader, unfortunately. Maybe you moved since we last talked. Changed your email. Renewed your driver’s license. Updated your visa status.

I have found that the fastest way to capture and update your basic yearly tax info is an old-school checklist. I've done my best to keep it to just the basics. Anything else that comes up, we can handle by email or phone.

So let's go.

SECTION A - RED FLAGS

1) Did you live in more than once country during 2025?

1) Did you live in more than once country during 2025?
A
B
If "Yes" -> Have your move details ready for entry into Section C

2) Did you earn income or hold financial accounts in more than one country?

2) Did you earn income or hold financial accounts in more than one country?
A
B
If "Yes" -> we will send you our US Foreign Account worksheet to help you collect the info.

3) Do you have an IRS IP PIN set up?

This can be found either on your CP01A Notice, or by check online via your IRS www.id.me account. More info can be found here: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
3) Do you have an IRS IP PIN set up?
A
B
C

See, that wasn't so bad. Let's keep going.