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Individual

For U.S. citizens, residents, students, and individuals navigating taxes alone

1040DeadlineIRS Transcript1040-X1040 NRFirst TimeIP PIN ApplicationFBAR/FinCEN 114 Filing

Business

For LLCs, partnerships, corporations, and business owners managing operations

Owner's Personal ReturnPartnership Return (Form 1065)Corporation Return (Form 1120)S Corporation Return (Form 1120-S)Estimated Tax PaymentsEntity Election Guidance1099 PreparationDepreciation & Section 179

Setup

For founders starting new ventures or restructuring existing ones

EIN ApplicationSales Tax FilingLLC Formation

Accounting/Audit

Extra services to stay organized, compliant, and stress-free

BookkeepingTax Report SummaryReview Prior Year ReturnsIRS Installment AgreementIRS Notice ResponsePenalty Relief (Form 843)
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Tax Report Summary

Need a clean tax summary for visa, mortgage, or loans? We generate it.

You filed your taxes. Now let's make them make sense—on paper.

Whether you're applying for a visa, mortgage, student loan, or grant, you may need a clear and professional summary of your tax filings—something more digestible than 60 pages of IRS forms. That's where we come in. At Nuvex, we help you create polished, easy-to-read tax summaries based on your actual returns—so you can present your income and filing history clearly and confidently.

Schedule Your Appointment

Our Service includes but is not limited to:

  • Creation of a customized tax summary report for the past 1–3 years

  • Summary of adjusted gross income (AGI), total tax, refunds, and payments

  • Breakdown of key income sources (W-2, 1099, business income, etc.)

  • Filing status, dependents, and residency status included

  • Optional summary of state returns (if applicable)

  • PDF format with Nuvex signature and preparer info

  • Delivery within 2–3 business days (rush available)

  • Optional: letter of explanation for visa, landlord, lender, or employer

Common uses:

Visa applications (e.g. F‑1, H‑1B, green card, adjustment of status)

Apartment or lease applications (income verification)

Mortgage or financing documents

Business loans or grants

School or FAFSA documentation

Professional summaries. No digging through PDFs.

Book a 1:1 session and let's generate your report.