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Visa Holders (H1 / L1 / O1)
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Please Note: All Fields are required to have an entry. Qty fields must have a number, text fields must have an answer.
To Complete Offline: Download As A PDF
Quick Quote: Visa Holders (H1/L1/O1) Checklist
Name:
Email:
Phone:
Current Address
Marital Status:
Single
Married
Separated
Divorced
Head of Household
Widow(er)
Number of Dependents
Tax Payer 2023 Visa Status?
When Did You Obtain Your Visa Status?
When Did You First Arrive In The US?
Dependents Legal Status
Do You Have ITIN Requirements
Stock Option Transactions:
None
1-10 Transaction
11-20 Transactions
21-50 Transactions
50+ Transactions
Options For Type Of Stocks:
None / Unsure
RSUs
ESPPs
ISOs
NSOs
Multiple
Number of W2s
Number of States
1099 - B
Form 1099 - INT
Form 1099 - DIV
1099 - MISC
1098 - T
1099 - G
1099 - R
1099 - SA
1099 - K
1095 - A
K-1
DONATIONS
1098 - MORTGAGE STATEMENT
1099 RENTALS - Number of Accounts
FBAR - Number of Accounts
FATCA - Number of Accounts
Did You Have Foreign Income in 2023?
Did you have health insurance in 2023?
Are you an exsiting Mudra client? If No, then please attach your 2022 tax return copy.
Copy Attached
Attach 2022 tax return copy here
Message: Any Additional Information?
Spouse and Dependent Details:
Provide copy of your Driver's License / Passport copy for identification
Upload File
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Contact Info
830 Stewart Drive,
Suite #239
Sunnyvale, California 94085.
408-625-7581
info@mudratax.com
Offers
Receive 10% OFF for individual Tax preparation
Businesses receive 10% OFF Tax preparation
Employee GROUP discounts available!
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