USIP ACCOUNTING / Personal Tax
Initial tax consultation
A 30- or 60-minute one-on-one consultation to clarify direction, risks and next steps.
01 / WHO IT IS FOR
Who this is for
Individuals and businesses who want quick direction, a sense of the risks and whether further planning is worthwhile.
02 / WHAT’S INCLUDED
What’s included
- Direction and priorities for your current tax questions.
- Preliminary compliance view on individual, business, multi-state or foreign matters.
- Risks to watch in your current approach.
- Whether further research, modeling or planning is needed.
- Documents to prepare and actionable next steps.
- The consultation fee is credited in full toward a later engagement.
03 / PROCESS
How it works
- 01
Book
Choose 30 or 60 minutes.
- 02
Send background
Send a short background and your top 2–3 questions beforehand.
- 03
Consult
Meet by phone, video or in person.
- 04
Next steps
If more work is needed, we explain the scope and quote it separately.
04 / DOCUMENT CHECKLIST
What to prepare
- Household and states of residence and work
- Entity type, operations and main income
- W-2, 1099, K-1, investment, property and other key income
- If cross-border: overview of foreign income, accounts or assets
- The 2–3 questions you most want answered
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
Does the consultation include a written opinion?
No. It excludes in-depth research, full planning, written opinions, review of past returns and complex modeling.
Is the fee wasted if I hire you?
No. It is credited in full toward a later engagement.
Scope notes
Complex questions may not be fully resolved in one consultation.
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.