01Personal Tax
Individual & family taxes
Federal and state individual returns covering wages, self-employment, investments, rentals, multiple states and first-year residents.
1040 · Schedule C · Schedule E↗
USIP ACCOUNTING / SERVICE CATEGORY
Personal Tax
Individual & family taxes, FBAR/FATCA foreign asset reporting, Form 3520 gift reporting, cross-border & new-immigrant planning, and initial tax consultation.
01 / SERVICES IN THIS CATEGORY
Choose the service that fits
5 services in this category.
02Personal Tax
Overseas asset reporting (FBAR / FATCA)
Reporting for overseas bank, brokerage and insurance accounts, foreign companies and property, including catch-up filings.
FBAR · 8938 · 5471 · 8865↗
03Personal Tax
Form 3520 foreign gift reporting
Form 3520 / 3520-A for foreign gifts, inheritances and foreign-trust distributions, plus Form 709 for gifts you make.
3520 · 3520-A · 709↗
04Personal Tax
Cross-border & new-immigrant planning
Residency-transition planning, global asset compliance, China–U.S. income coordination and legacy planning.
Green card · FBAR · 5471 · 3520↗
05Personal Tax
Initial tax consultation
A 30- or 60-minute one-on-one consultation to clarify direction, risks and next steps.
30 min · 60 min↗
LET’S TALK / USIP ACCOUNTING
Let’s make your
next step clearer.
Tell us what you need help with. We’ll discuss your needs before confirming a service plan.
Call the firm626.213.7210 ↗
Office address17528 Rowland St, C08
City of Industry, CA 91748
City of Industry, CA 91748
Business hoursMon–Fri 10:00 AM – 5:00 PM Pacific
WeChat IDUSIP2025
Please do not attach sensitive personal or financial information to an initial email.
General educational information only; not tax, legal or investment advice. Service scope and engagement arrangements are confirmed directly with the firm. Information on this website does not replace advice tailored to your circumstances.