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Boutique Tax Firm
Income Tax, Foreign Reporting, Small Business Accounting, and IRS Problems.

Our 12th Season, Thanks to You

Income Tax Preparation

This is our 12th tax season and we're stoked to have you back. For newer clients, we appreciate you as well.  Without the support of our loyal clientele we wouldn't be here but it's the new clients that keep the firm fresh and our skills sharp.

Before you book, read about appointment, fees, and next steps. See you soon!

Appointment Options

Scroll to the bottom of this page to make an appointment online.

Engagements

Initial engagements and tax preparation services are charged separately. The fee paid at booking, covers the cost of administering your initial engagement; including your scheduled appointment.

After completing the required steps, we'll offer a fixed-fee invoice to start preparing your tax return. Once paid, you become a client and we get to work.

Fees

After completing the required steps, we'll offer a fixed-fee invoice to start preparing your tax return. Once paid, you become a client and we get to work.

For new clients, up to 50% of the initial engagement fee will be discounted from tax preparation services (restrictions apply). For returning clients, up to 100% will be discounted.

Estimates

There are  about 44,000,000,000,000 variations to a federal tax return. Estimates are only provided after a scheduled appointment.

To-Do List

Engagement Checklist

Complete these tasks before meeting at your scheduled appointment.

Service Agreement

Review and sign our Service Agreement online. Separate agreements are required for spouses filing jointly.

Sign Now

General Tax Organizer

Download this organizer to your computer. Either print and complete by-hand or as a fillable PDF.

Download Organizer

Tax Documents

Upload your documents to our Client Portal at least 48 hours before your appointment.

 

Upload to our Client Portal

Download documents available online and scan paper copies into a PDF. Upload to our website using our Client Portal.

Upload To Client Portal

Make Virtual Appointment

Google Meet Video Conferencing

Computer with Reliable Internet
Webcam, Microphone & Audio

30 Minutes

$450

100% Discounted (Returning Clients)

50% Discounted (New Clients)

Contact the Client Liaison

Natalia Vergara at natalia@usatax.co

INDIVIDUAL
INCOME TAX RETURN
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