U.S. residency certification application
Preparation assistance for the IRS application for U.S. residency certification.
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Find the right service. Make the work clear.
Service catalog 117
117 services
New York real property tax credit
Claim preparation for qualifying homeowners or renters, subject to the applicable tax-year rules.
Start with scope. Open a service’s details for documents, official references, and billing notes. Your firm sets the price. Credits and relief require a separate eligibility review.
Your invoice
DraftServices 0
Your work belongs here.Add a service from the catalog to start.
Professional services$0.00
Agency fees / reimbursements$0.00
Total$0.00
Balance due$0.00
Invoicing only. Tax returns and applications are filed through your normal workflow. Enter billing details only; keep SSNs and tax documents in your secure client system.
Saved invoices
Invoices kept in your current workspace.
Download the workspace file to keep these records after closing the app. The file also includes your firm details, standard fees, and the current draft.
A catalog that knows the work.
117 services · 10 categories · New York first
Prepared October 8, 2026. This is a service and billing reference, not a live eligibility engine. Each service links to an official reference; open the instructions for the client’s specific year before preparing a filing.
Forms, not promises
Descriptions cover preparation, review, and application assistance. A quote does not establish eligibility, acceptance, a refund, or agency approval.
IRS forms & instructions ↗Credits and property relief
IT-214, STAR, NYC school tax credits, homeowner exemptions, and rent freeze serve different needs. The catalog keeps those services distinct.
New York credit guidance ↗Use the right credentials
Preparer letters state verified facts. CPA letter coordination is a separate service. Form 8821 is information access; Form 2848 requires an eligible representative.
IRS credentials & representation ↗Clear, agreed fees
New York electronic filing is included at $0. List documented agency charges separately and mark work covered by a package as included.
NYS tax preparer consumer rights ↗Government documents
SSA Statements, replacement benefit tax forms, and many IRS transcripts are free from the agency. Your invoice should identify the assistance provided.
Social Security Statement ↗Your workspace stays with you
The app keeps data in the current tab. Download a workspace file to retain it, then use Open to restore it. Store client-containing exports in your secure business files.
Older, discontinued, or temporary benefits are not presented as current entitlements. International reporting, credentials, deadlines, program rules, and application fees need case-specific review.