How To Order

There are four steps to ordering your tax return preparation from Gary R. Engler CPA.:

1) Complete the organizer. If you are ordering a Nonresident US Tax Return, you should complete both Organizer page 1 & page 2.  If you are not ordering a Nonresident US tax return, you only need to complete Organizer page 1. (e.g. if you are ordering a nonresident US tax return AND a State nonresident tax return, complete both Organizer pages 1 & 2)

2) Sign & Date the Engagement Letter

3)Pay the indicated fee via Paypal.  Just click on the "Buy Now Button" at the bottom of this page.  You can choose just one option. There are only a few things you need to decide before you pay:

  • Are you a RESIDENT or NONRESIDENT? (If you aren't sure, click here.)
  • How many states did you work in?  (Don't count the following states with no state income tax - Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, or Wyoming.)
  • If you are a RESIDENT, do you have treaty benefits or not?

4)Upload your information via Secure File Tranfer.  Your information will include

          a) the Organizer page(s) described in #1 above

          b) the Signed Engagement Letter

          c) your 2011 tax documents such as w-2's, 1042-s, 1099's, 1098-E,

          d) plus copies of tax returns as follows:

    •  If you are only ordering a state nonresident tax return, please also upload a complete copy of your completed 2011 US federal tax return (form 1040nr or 1040nr ez) which was probably completed with Glacier or Windstar.
    •  If you are ordering a US &/or state resident* tax return, or a US & state nonresident tax return, please upload your 2010 federal and state tax return (if any). 

*Resident Pricing (no treaty) includes w-2 & 1042-s and 1099 income only, with standard deduction & tuition deduction if any.  Email for fee quote if additional income, deductions, and/or foreign financial account reporting.

*Resident pricing (with treaty) includes w-2, 1042-s and 1099 income only, with standard deduction and with treaty.  Email for fee quote if additional income, deductions, and/or foreign financial account reporting.

Tax Return Preparation Options - Choose One
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