Tools - Forms

Tools - Forms:

Included are tools and forms which we felt would be extremely useful to you as we assist you in
completing your taxation needs. We have also included links to useful websites, as well as our
New York based firm, Conlon and Company, CPA's, P.L.L.C.

Tables:

Filing Status and Income Tax Rates 2009 Caution: Do not use these tax rate schedules to figure 2008 taxes. Use only to figure 2009 estimates.
Tax rate	Married filing jointly or Qualified Widow(er)	Single	Head of household	Married filing separately
10%	$0 - 16,700	$0 - 8,350	$0 - $11,950	$0 - 8,350
15%	$16,701- 67,900	$8,351- 33,950	$11,951- 45,500	$8,351- 33,950
25%	$67,901- 137,050	$33,951- 82,250	$45,501- 117,450	$33,951- 68,525
28%	$137,051- 208,850	$82,251- 171,550	$117,451- 190,200	$68,526- 104,425
33%	$208,851- 372,950	$171,551- 372,950	$190,200- 372,950	$104,425- 186,475
35%	over $372,950	over $372,950	over $372,950	over $186,475

Please Note: Legislation which took effect in 2004 amended sections of the Internal Revenue Code
which deal with the Expatriation Tax for individuals who renounced their US citizenship and long-term
residents who have ended their US resident status for federal tax purposes after June 3, 2004.

Forms: (Right click to save)

Form 8854

Form 8854, Initial and Annual Expatriation Information Statement (PDF)

Instructions for Form 8854 (PDF)

Notice 2005-36, Form 8854 and Expatriation Reporting Rules (PDF)

Links:

Conlon & Company, CPA's P.L.L.C.

Internal Revenue Service

Foreign Currency Convertor

Tax Planning Letter

MSNBC

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If you need assistance with any of the above tools, or to see how we can help you personally, please feel free to contact us.