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How Our Consultation Works and What to Expect

Does Your Situation Match?
Residency and Filing Requirements
Do I need to file a U.S. tax return?
Typical Scenarios:
Cross-border workers
Snowbirds and temporary residents
Individuals with foreign income or assets
Tax Compliance and Reporting
What forms do I need to file?
Typical Scenarios:
Passive income (investments, inheritances, dividends)
Complex income situations (partnerships, S corporations)
Specific transactions requiring specialized forms
Tax Planning and Advice
What are my tax options and implications?
Typical Scenarios:
Cross-border employment and income reporting
Tax law interpretation and confirmation
General tax planning and advice

Why Choose U.S. Tax IQ?
Why We Charge a Consultation Fee
Our Initial Consultation Process
We put a lot of thought into our processes that have been continuously improved over the years with one primary goal in mind that is our clients’ satisfaction. Our initial consultation process is reliable and has you covered from the moment you first interact with us until your tax concerns are addressed.
