Personal tax
Individual tax returns prepared and explained in English or Spanish, including the forms that come with income, accounts or companies outside the United States.
In short
MTroncone CPA prepares individual federal tax returns from Boca Raton, in English or Spanish, from a straightforward Form 1040 to returns with foreign companies, accounts or income. That includes Form 5471, FBAR filings and the IRS streamlined procedures for correcting past returns. We review the deductions and credits that apply to you and plan ahead for the next year.
Who it is for
- Individuals and families who want their return prepared and explained in English or Spanish
- U.S. citizens and residents who own part of a company abroad
- People with bank or investment accounts outside the United States
- Taxpayers who need to correct past returns that left out foreign income or forms
- Nonresidents with U.S. income or property who file Form 1040-NR
- Anyone who received a notice from the IRS about a personal return
What we do
- Federal individual returns: Form 1040, and Form 1040-NR for nonresidents with U.S. income
- A review of deductions and credits, and planning for the year ahead, including estimated payments
- Form 5471 for U.S. citizens and residents with interests in foreign corporations
- FBAR (FinCEN 114) for foreign bank and financial accounts
- Streamlined Filing Compliance Procedures, domestic and foreign tracks, to fix prior errors or omissions
- IRS representation: we represent you directly before the IRS with a signed Form 2848
- IRS process resolution, from the first notice to the compliance issue behind it
How it works
Four steps, in English or Spanish.
- 01
Organize
You upload last year's return and this year's documents to the client portal, following a checklist.
- 02
Questions
We review everything, ask for what is missing and flag anything foreign that needs its own form.
- 03
Review together
We walk you through the draft return, in English or Spanish, before you sign.
- 04
File and keep
We e-file, confirm the IRS accepted the return and keep your copies in the portal.
What to bring
- Last year's federal return
- Forms W-2, 1099 and 1098 received for the year
- Social Security numbers or ITINs for you, your spouse and dependents, shared through the client portal
- Statements for foreign bank and investment accounts, including the highest balance during the year
- Financial statements and ownership details for any foreign company you own part of
- Records of estimated tax payments and any IRS letters received
Dates to know
General federal dates for calendar-year filers, checked on irs.gov on Oct 3, 2026. Your own dates may differ; the team confirms them for your case.
| Date | What is due | Source |
|---|---|---|
| Upcoming | extended 2025 Form 1040, for taxpayers who have the automatic 6-month extension. | irs.gov |
| Upcoming | 2025 FBAR (FinCEN 114) under the automatic extension from April 15. | irs.gov |
| Upcoming | fourth 2026 estimated tax payment for individuals. | irs.gov |
| Upcoming | 2026 Form 1040 for calendar-year filers, with Form 5471 attached when it applies; the 2026 FBAR is also due, with an automatic extension to October 15, 2027.Date derived from the IRS rule and the 2027 calendar; confirm against Publication 509 (2027) when the IRS publishes it. | irs.gov |
Frequently asked questions
Do I have to file a Florida state income tax return?
Florida does not impose a personal income tax, so for most Florida residents the federal return is the main filing. If you earned income in another state or country, other filings may apply, and we review that with you.
What is the FBAR and who files it?
The FBAR (FinCEN Form 114) reports foreign bank and financial accounts. U.S. persons generally file it when the combined value of their foreign accounts exceeded $10,000 at any time during the year. It is filed electronically with FinCEN, not with the tax return.
Who has to file Form 5471?
Certain U.S. citizens and residents who are officers, directors or shareholders of a foreign corporation. The filing categories depend on ownership percentage and control, and the form is attached to your income tax return by its due date, including extensions.
What are the streamlined procedures?
They are IRS procedures for taxpayers whose failure to report foreign income, accounts or forms was non-willful. They involve amended or late returns, FBARs and a signed certification, and they are not available if the IRS has already opened an examination of your returns.
Can you prepare my return if I live outside the United States?
Yes. We meet by video and exchange documents through the client portal. Under IRS rules, U.S. citizens and residents living abroad on the regular due date get an automatic two-month extension to file.
Related guides
General information on the same topic, with links to the official sources.
Form 5471: who must file, deadlines and penalties
If you live in the United States and still own or run a company in your home country, this information return may apply to you. It usually carries no tax by itself. Missing it can be expensive.
FBAR filing requirement: who files FinCEN 114 and when
If you have accounts outside the United States, a separate report may be due every year, filed with a different agency than your taxes. Here is how the rule works.
Streamlined filing compliance procedures: how the two tracks work
For people who missed foreign income or FBARs without meaning to: what the IRS asks for today, how the two tracks differ, and when the question of willfulness belongs with an attorney.
Start your personal return
Send us last year's return and tell us what changed this year, and we will tell you what else to bring.
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