The greatest challenge for filing a tax return has always been collecting and putting in order all initial data such as supporting documents and information about U.S. presence. Our questionnaire helps you manage that knowledge.

To begin the process,

Step 1. Fill out the LBF Questionnaire to help us determine your tax status in the U.S.

Step 2. Collect the source documents. See our List of Supporting Documents. 

Step 3. Refer to our tax organizers to classify your expenses. The LBF Tax Organizer is helpful for detailed analysis of tax deductions. We recommend using the short version for those with fewer deductible expenses.  

Step 4. Submit the LBF Questionnaire, one of the two tax organizers (whichever applies, see below) with copies of your source documents by email at customerservice@lbftax.com or mail it to us at LBF International Tax LLC, Dept 8138, PO Box 1010, Washington Grove, MD 20880.

Step 5. Our representative will contact you to advise about the payment details as well as require additional information if necessary.

Step 6. After the tax return is completed, it will be mailed out with the detailed instructions to the address indicated on the LBF Questionnaire.

LBF Questionnaire

LBF Tax Organizer

LBF Tax Organizer (Short Version)

List of Supporting Documents