Our Process

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 and chase you for the information required to prepare your tax returns, we will incur higher fees and may be unable to prepare your tax return on time. If we have to extend the filing deadline, additional fees may apply. We will communicate with you throughout the process and provide you clear guidance on what to expect from working with us.

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, please reach out to our office.

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.

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 for examination (additional fees apply).

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.

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.

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.

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.

After you have decided to work with us, you will need to schedule the ITIN service (in person or via video conference (certain requirements apply)) and make the payment at the time of scheduling. If your matter is urgent, but there is no earlier availability based on the schedule provided, please book the earliest day/time possible, but indicate in the comments that you need to schedule the appointment sooner. We will do our best to accommodate your request.

You will need to bring your original passport (not expired) to the meeting. Depending on your situation and whether we are preparing your U.S. tax return and other submissions, you may need to bring an originally signed tax return to the meeting or request a supporting letter from a U.S. withholding agent (usually, this would be an entity that asked you to provide an ITIN). In addition, you may need to bring other supporting documents, such as closing settlement statement (HUD-1), sale and purchase agreement of your U.S. real property, Forms 8288, 8288-A, or/and 8288-B, and other similar documents. We will provide you necessary guidance before the appointment.

During the meeting, we will verify your identity and certify your passport. You will sign the applicable documents, and we will either take copies of the requested documents or collect supporting documents accordingly.

Once the video conference is complete, we will courier your passport back to you.

The IRS will issue an ITIN. In most cases, we will receive a copy. In addition, we may be able to follow-up with the IRS and check on the status of the ITIN application processing.

Once you have scheduled the EIN service and made the payment, you will receive a link to complete an online EIN Questionnaire. Please fill out the EIN Questionnaire at your earliest convenience. We will be using the completed EIN Questionnaire to prepare the necessary documents and to apply for EIN with the IRS.

Once you have completed the EIN Questionnaire and provided any additional documents that we have requested, we will send you documents for review and signature. Depending on the type of EIN required (for U.S. domestic or non-U.S. entity), you will either upload to us signed documents or/and courier originally signed documents to our office. Again, we will provide all necessary instructions.

The IRS will issue an EIN. We will provide EIN to you for your records (it can be just EIN number or/and an IRS website printout). You will receive the original IRS EIN Notice to the mailing address filled out on the EIN Questionnaire. It is very important that you can receive correspondence at that address, since the IRS EIN Notice should be kept in your records and will be necessary when you open bank accounts and take other action with respect to the business entity for which the EIN was obtained.

Our Initial Consultation process starts with scheduling a meeting (in person, by video or by phone). You can choose a desired duration for the consultation, although we would typically recommend a particular length of consultaiton, depending on your tax issue. Because we actually provide you actionable advice and consulting in the first meeting, we do not provide free consultations. As such, you will need to make the payment at the time of scheduling.

After we addressed preliminary administrative matters, we will review your facts and documents (as applicable), ask you additional questions, and try to understand your objectives and tax issues you are facing and would like to resolve.

At this point, we will identify and review potential tax exposure and any other tax issues that may need to be addressed in your situation.

We will, of course, address all your questions. Note that in rare cases, we may need to follow-up after the meeting in case we may need to confirm certain tax treatment.

We will also provide a fee estimate for any additional work, in case we determined it may be required in your situation.