| CATEGORY 类别 | FILING TYPE 申报类型 | GOV. LEVEL 政府层面 |
| Income Tax 所得税 | ☑ U.S. Residents 美国居民 ☑ U.S. Non-Residents 美国非居民 ☑ U.S. Persons Abroad 海外的美国人 ☑ Foreigners in U.S. 美国境内的外国人 | Federal State Local |
| Business Tax 企业税 | ☑ C-Corporation 股份公司 ☑ S-Corporation 小型股份公司 ☑ Partnership 合伙实体 ☑ Sole Proprietorship 个人实体 ☑ Foreign Entity 外国公司 | Federal State Local |
| Non-Profit 非盈利 | ☑ Exempt Organization 免税机构 ☑ Private Foundation 私人基金会 | Federal State Local |
| Payroll Tax 薪资税 | ☑ W-2 Employee 员工 ☑ 1099 Non-Employee/Contractor 合同工 ☑ Social Security & Medicare Tax 社安及医疗税 ☑ Unemployment Tax 失业税 | Federal State Local |
| Sales Tax 消费税 | ☑ Sales Tax 销售税 ☑ Use Tax 使用税 ☑ Excise Tax 特许权税 | Federal State Local |
| Property Tax 财产税 | ☑ Real Property Tax 房地产税 ☑ Personal Property Tax 个人财产税 ☑ Transfer Tax 转让税 | State Local |
| Gift Tax Estate Tax 赠与/遗产税 | ☑ Gift Tax 赠与税 ☑ Estate Tax 遗产税 ☑ Generation-Skipping Transfer Tax 跨代转移税 | Federal State |
| Trust Estate 信托和遗产 | ☑ Revocable Trust 可撤销信托 ☑ Irrevocable Trust 不可撤销信托 ☑ Living Trust 生前信托 ☑ Testamentary Trust 遗嘱信托 ☑ Estate 遗产 | Federal State |
| Foreign 海外申报 | ☑ FBAR 海外金融账户 ☑ FATCA 海外金融资产 ☑ Foreign Transaction 海外赠与 ☑ U.S. Persons in Foreign Corporations 持股海外公司的美国人 ☑ Foreign-Owned U.S. Corporation 有外资的美企 ☑ Foreign Corporation in U.S. 在美的外企 | Federal |
| Withholding & Estimated Tax 预扣和预付税 | ☑ W4 Withholding Certificate 员工预扣证明 ☑ Estimated Tax 个人预付税 ☑ 1042 Series 外国人预扣税 ☑ FIRPTA Series 外国人在美售房预扣税 | Federal State Local |
| 1099 & 1098 Series 1099和1098 | ☑ Interest, Dividend, Rent, etc. 利息,股利,租金等 ☑ Mortgage Interest, Tuition, etc. 贷款利息, 学费等 | Federal |