USIP ACCOUNTING / Personal Tax
Cross-border & new-immigrant planning
Residency-transition planning, global asset compliance, China–U.S. income coordination and legacy planning.
01 / WHO IT IS FOR
Who this is for
Families about to land on a green card; EB-1, NIW, investor or family-based applicants; families with Chinese companies, equity, property, investments or insurance; couples with one spouse working in the U.S. and the other earning in China; families planning U.S. businesses, homes or legacy arrangements.
02 / WHAT’S INCLUDED
What’s included
- Residency planning: when you become a U.S. tax resident, first-year filing approach and income split.
- Global asset and account compliance: FBAR / FATCA, 5471 / 8865 and 3520.
- Coordinating Chinese income with U.S. reporting: dividends, property, investments and capital gains.
- Compliance records for parental gifts and large cross-border transfers.
- Property, retirement accounts, insurance and family legacy planning.
- Written plan plus a one-on-one planning meeting.
03 / PROCESS
How it works
- 01
Initial conversation
Understand immigration timing and family assets.
- 02
Collect documents
Provide documents using the new-immigrant checklist.
- 03
Analyze and plan
Analyze status, assets, income and timing.
- 04
Deliver and meet
Deliver the written plan and meet one-on-one.
04 / DOCUMENT CHECKLIST
What to prepare
- Family members and immigration timeline (expected landing date)
- Income sources in China and the U.S.
- Overview of foreign bank, brokerage, investment and insurance accounts
- Chinese company ownership and roles
- Property list (China / U.S.)
- Expected gifts, transfers or inheritances
Prepare only what applies to you. Share SSNs, IDs and bank details through the agreed secure method, not in a first email.
05 / TIMELINE
Typical timelines
- Plan delivered 4–5 business days after complete documents
FAQ
Frequently asked questions
Why plan before landing?
Once you become a U.S. tax resident, foreign accounts, companies and Chinese income come into U.S. reporting and options narrow.
When will I receive the plan?
Within 4–5 business days after complete documents are received.
Scope notes
Planning is not immigration or legal advice; those matters are coordinated with appropriate professionals.
Website content is general educational information, not tax, legal or investment advice for your situation.
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.
City of Industry, CA 91748
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.