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Ongoing Tax Advice & Consulting

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…

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Tax Planning Review

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…

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Tax Return Filing

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…

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Deliverable Stage: E-file Authorization

Our team will also deliver to you e-file authorization and/or signature pages (in case of paper filing) (protected by ShareFile). Once you sign e-file authorization and/or signature pages, you will provide them to us so that we can file your…

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Deliverable Stage: Client Review

Our team will deliver to you an electronic copy (in pdf format; protected by ShareFile) 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, please…

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Information Review

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…

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Information Gathering

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…

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