USIP ACCOUNTING / Personal Tax
Individual & family taxes
Federal and state individual returns covering wages, self-employment, investments, rentals, multiple states and first-year residents.
01 / WHO IT IS FOR
Who this is for
W-2 employees, 1099 self-employed and gig or truck drivers, investors with stock, RSU, ESPP or crypto activity, rental owners, people who moved between states, new green-card holders or first-year U.S. tax residents, and families with overseas income or accounts.
02 / WHAT’S INCLUDED
What’s included
- Federal Form 1040 and state individual returns, including multi-state filing arrangements.
- Schedule C for self-employment and 1099 income: revenue, business expenses, vehicle mileage and home office.
- Investment income: brokerage 1099s, dividends and interest, RSU/ESPP and K-1s.
- Schedule E for rental property and cost-basis records for a home sale.
- Review of applicable deductions and credits, estimated-tax and extension payments.
- Coordination with FBAR / FATCA reporting when overseas accounts exist.
03 / PROCESS
How it works
- 01
Tell us your situation
Share the tax year, states, main income types and household changes.
- 02
Receive your checklist
We send the checklist that fits you; prepare only the items that apply.
- 03
Share documents securely
Upload SSNs, bank details and other sensitive files through the agreed secure link.
- 04
Preparation and review
We prepare the returns and review questions and results with you.
- 05
Sign and file
After you review and sign, we e-file and you keep copies.
04 / DOCUMENT CHECKLIST
What to prepare
- ID details for you, your spouse and dependents: names, birth dates, SSN/ITIN
- Household changes: marriage, divorce, new dependents and dates
- Current address; move-in/out dates if you moved states
- Date you received a green card or became a U.S. tax resident
- Prior-year federal and state returns (new clients)
- IRS or state tax notices
- Estimated-tax and extension payments with dates
- All W-2s
- 1099-NEC / MISC / K and platform or cash income; Schedule C expense details
- 1099-INT / DIV / B or consolidated brokerage 1099; RSU / ESPP records
- Rental income and expenses; closing statements and improvement receipts for property sales
- Bank routing and account numbers for refunds or payments
Prepare only what applies to you. Share SSNs, IDs and bank details through the agreed secure method, not in a first email.
FAQ
Frequently asked questions
Do I need everything on the checklist?
No. Provide only what applies; if unsure, include it and add a note.
Is there a checklist for drivers or the self-employed?
Yes. We have deduction checklists for Uber/Lyft and truck drivers; ask for them when you contact us.
I sold a home. What should I prepare?
Purchase and sale closing statements, purchase costs, and receipts for capital improvements such as additions, remodels, roofing or HVAC.
Scope notes
Mention unresolved prior-year matters, agency letters or cross-border issues first; scope is confirmed separately.
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.