Describes the general process used to serve compliance clients
We will address routine tax authorities' inquiries at no additional cost. Additional fees may apply to ongoing consulting and tax advice. We will be also available to represent you before the tax authorities on audit if your return is selected…
Later in the year, we will suggest a 15-minute meeting or video/phone conference to review your taxes and to determine any tax planning opportunities in anticipation of the next tax season. You can schedule the tax planning review with our…
With limited exceptions, we would file your returns electronically. At a later stage, we would provide you with e-file confirmation for your records. After we filed your taxes, we would ask you to share your experience of working with us…
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 can e-file your returns. Please plan accordingly.
Our team will also deliver to you e-file authorization and/or signature pages (in case of paper filing) (protected by Zoho WorkDrive). Once you sign e-file authorization and/or signature pages, you will provide them to us so that we can file…
Our team will deliver to you an electronic copy (in pdf format; protected by Zoho WorkDrive) of your completed tax return for your review. If you'd like to schedule a 15-minute call or meeting to go over your tax return,…
During this stage, our qualified and experienced team gets to work on your tax returns.
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 there are any follow-up questions. Please realize that if we have to continually follow-up with you…
Our ability to prepare accurate tax returns depends on the completeness and accuracy of the information you provide to us. A mutually respectful and efficient information gathering process helps us to ensure a quicker turnaround and to avoid surprises at…