USIP ACCOUNTING / U.S. In-Depth Tax & Financial Planning
In-depth tax & financial planning
Document review, tax modeling, structure design and a written plan, with implementation support.
01 / WHO IT IS FOR
Who this is for
Households with rising income and taxes, business owners balancing salary, distributions, reimbursements and loans, people comparing LLC, S-corp, C-corp or trust structures, real-estate investors, and families with mixed W-2, 1099, K-1, rental and foreign income.
02 / WHAT’S INCLUDED
What’s included
- Review of returns, income, business, property, assets and family background.
- Current-state analysis: sources of tax, risks and unused deductions or credits.
- Structure comparisons: current vs S-corp, personal vs LLC/trust ownership, long-term vs short-term rental.
- Written report: issues, recommended and alternative plans, tax impact and steps.
- Walkthrough meeting by phone, video or in person.
- Implementation: return adjustments, entity changes, payroll, bookkeeping, retirement plans and foreign reporting.
03 / PROCESS
How it works
- 01
Initial conversation
Confirm goals and whether in-depth planning fits.
- 02
Provide documents
Provide documents using the planning checklist.
- 03
Analysis and modeling
Review, model and design options.
- 04
Report and walkthrough
Deliver the written report and walk you through it.
- 05
Implementation
Carry out follow-up services as needed.
04 / DOCUMENT CHECKLIST
What to prepare
- One to two years of complete individual and business returns
- W-2s, 1099s, K-1s and RSU/option records
- Company documents, P&L and owner pay
- Property list: ownership, loans, rent and expenses
- Retirement accounts and insurance
- Plans for the next 3–5 years: income, property and business
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
How is this different from an initial consultation?
A consultation sets direction quickly; in-depth planning includes full analysis, modeling, a written report and a walkthrough.
Why so many documents?
Planning without complete information tends to be superficial and hard to implement.
Scope notes
Plans depend on complete facts and current rules; savings and outcomes are not guaranteed; legal and investment 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.