Strategic US Tax Advisory & Compliance

All frequently asked questions

Who do you serve?

We serve individuals, expatriates, NRIs, freelancers, small business owners, and US LLC founders across all 50 states. Our expertise is strongest in cross-border filings, multi-state returns, and entity structuring for international founders.

What is an NRI tax return?

An NRI (Non-Resident Indian) tax return in the US context typically means Form 1040-NR, filed by individuals who are not US tax residents but earned US-source income. It covers wages, investment income, real estate, and treaty positions under the US-India tax treaty.

Are you an IRS Authorized e-File Provider?

Yes. PP NRI Advisory is an IRS Authorized e-File Provider with an active PTIN, and our preparers are members of the National Association of Tax Professionals (NATP).

Do you file state returns?

Yes. We file in every US state. State returns are included with most packages, and additional states are quoted upfront before we begin.

What is FBAR and do I need to file?

FBAR (FinCEN Form 114) is the Foreign Bank Account Report. You must file if the combined balance of your foreign financial accounts exceeded $10,000 at any point during the tax year. We handle FBAR alongside FATCA (Form 8938) when applicable.

Can you help me form an LLC?

Yes. We handle end-to-end LLC formation in any state — including EIN registration, operating agreements, registered agent service, and S-Corp election when appropriate.

How long does it take to file my return?

Most individual returns are completed within 3–5 business days of receiving all required documents. Complex cases (multi-state, business, FBAR/FATCA) typically take 7–10 business days.

What documents do I need?

It depends on your situation, but typically: W-2s, all 1099s, prior-year return, ID/passport, and details on deductions. After you book, we send a personalized checklist through your secure portal.

Do you e-file or paper file?

We e-file every return that the IRS accepts electronically. Paper filing is reserved for prior-year amendments and certain non-resident returns the IRS still requires on paper.

Are there hidden fees?

No. We quote a flat fee before any work begins. If your scope changes (new state, additional schedules), we revise the quote in writing first — you never see a surprise on the invoice.

Do you offer refunds?

If we have not started preparing your return, we offer a full refund. Once preparation has begun, refunds are issued on a pro-rata basis. See our Refund Policy for details.

How do I pay?

We accept Zelle, PayPal, Stripe, Google Pay, PhonePe, and UPI. Invoices are sent securely through the client portal.

How do I upload documents?

After you sign in to the client portal, your dashboard shows a personalized checklist. Drag and drop files into the upload zone — we accept PDF, JPG, and PNG up to 10 MB per file.

Is my data secure?

Yes. Files are stored in a private encrypted bucket and only ever accessed through short-lived signed URLs. Row-level security ensures that only you and your assigned preparer can see your documents.

Can I review my return before it's filed?

Yes. Once your preparer uploads the draft, you'll see it in the portal with options to approve and file, or request changes with feedback.