Serbinski Accounting Firms

Thank you very much! What do you mean by "pro"? Tax attorney, enrolled agent or CPA? Do you have any good pro to recommend?

I really hope RESP is not a trust. That would have saved me lots of time on 3520/3520a.

Hi ND, Thanks. I need send appeal letter within 60 days. Do you mean using Revenue Procedure 2020-17, instead of reasonable cause for late filing in appeal letter? The penalty abatement under IRC sec. 6677 is mentioned in Revenue Procedure 2020-17. In my letter, the penalty (failure to file timely f...

Recently got the 10k penalty letter for late reporting 3520a on RESP in 2018. 3520 was filed before 4/15/2018. I didn't know 3520a was needed until IRS sent a letter to request it. Then mailed 3520a in 5/2018. What reasonable cause can be used for late filing? Any chance to get the penalty waved? FB...

Forgot to mention that I filed jointly with my husband for US tax return.

Thanks, Nelsona. I moved to US on TD visa at the beginning of 2011 and worked on several projects for my previous employer in Canada that year. So I filed tax return for the whole year to CRA and did wrote down my departure date. You are right. CRA denied the foreign tax credit I claimed. The reason...

Lived in US and worked as a contractor for a Canadian company. Got paid by the Canadian company. Was the money US income or foreign income for US tax return? I was a tax resident for both countries and didn't claim any foreign tax credit from CRA.

I'm also in Seattle area.

I'm also looking for a CPA to backfile 8891, 3520a, etc. If you have a good one, please share the info. I really have no clue how to start. Called several CPAs and got different answers. Don't know which one I should trust.