Tax Consulting Process

Once we resolved the case, we will contact you with the news.

Resolving tax matters takes time. Please be patient. Thorughout the process, until we reached a resolution, we will follow-up with the tax authorities and communicate with you on a regular basis.

We will file the submission with the tax authorities (if applicable). Depending on a project, where retained, we will deliver a memorandum or an opinion to you (as applicable). Alternatively, we will provide advice and guidance as per the engagement…

At this stage, we will issue an invoice for the services rendered. Please note that we should receive the payment of our invoice before we file your submission with the tax authorities (if applicable). Plan accordingly.

We wil ask you to review the facts that are included in the submission. Alternatively, depending on a project, we will provide to you our advice and recommendations. We will also schedule a meeting to go over our recommendations.

During this stage, we will analyze all the information and documents provided to us. We will also draft a submission to the tax authorities (as applicable) or draft our tax advice.

We will prepare a power of attorney and ask you to sign it. It will be required for us to be able to represent you before the applicable tax authorities.

Once all requested information is received, U.S. Tax IQ's team will carefully review it and notify you in case something is missing or if any adjustments are required to the proposed tax strategy discussed during the initial consultation.

Our tax consulting process (that includes tax structuring) starts with an initial consultation. During the initial consultation, we will review all facts and circumstances of your situation, review tax issues you are facing, confirm your objectives and priorities, identify any…