Boutique Tax Firm

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

Welcome Back!

To reengage our services, scroll to the bottom of this page, and schedule your appointment online. Before you get there, get refreshed on the engagement process, fees, and how to prepare.

Not a returning client? GO HERE.

Our Process

Reengagement

Your reengagement is confirmed after signing the service agreement, uploading your documents, and paying the fixed-fee invoice.

Tax Appointment

As a returning client, you’ll skip the initial consultation and and benefit from discounted fees.

Year-Round Support

After e-filing, access to our expertise and year-round support continues. Reengage before 2/15 to maintain active status.

Fees

For virtual appointments, 100% of the paid consultation fee will be offered as a credit on any future invoice paid within 60 days. You will find more information about fees, payments, and availability when making an appointment.

Fixed-Fee Invoices

We do not provide estimates; per se. Instead, we put in the effort to review your documents, determine your filing requirements, and list those forms, schedules, and services on a fixed-fee invoice.

For example, fees for tax preparation are based on the forms & statements we prepare, the tax Documents analyzed or reported, and the research & calculations required.

Invoices are offered under no obligation, payable upfront, and void after 24 hours.

How to Prepare

Tax preparation is a team sport that requires all players do their part. For clients, that includes collecting documents and delivering them to us in a timely manner. TaxSheets™ are the tools we created to help you do just that; starting with the General Tax Organizer.

Update Your Information

General Tax Organizer

Required from all clients, every tax year, without exception.

Rental Property Worksheet

Use a separate worksheet for each property and keep it on top of your supporting documents.

Small Business Worksheet

For self-employment, side-gigs, contract labor, and 1099-NEC income. Also required for a Single-Member LLC.

Collect Your Documents

General Tax Organizer is completed.
Service Agreement is signed.

Small Business Worksheet
Rental Property Worksheet

Missing a document?

If you are missing any documents, there is one-week grace period that will be extended on a case-by-case basis.

Deliver Your Documents

VIRTUAL

Upload to Client Portal

For virtual appointments, download the tax forms you received electronically and convert paper copies into electronic files; then upload.

Make Virtual Appointment

For Returning Clients

Client Reengagement

Google Meet Video Conferencing

Computer with Reliable Internet
Webcam, Microphone & Audio

45 Minutes

$250

100% Invoice Discount

Contact the Client Liaison

Natalia Vergara at natalia@usatax.co

INDIVIDUAL

INCOME TAX RETURN

NOT A RETURNING CLIENT?

New clients should GO HERE to read about initial consultations.

OUR POLICY: CANCELLATION AND REFUND

Thank you for choosing our services. Please read our cancellation and refund policy carefully to understand how we handle changes and cancellations for your initial consultation and tax appointments.

Full Refund for Timely Cancellations: If you cancel your appointment within 24 hours of booking, you will receive a full refund.

Partial Refund for Late Cancellations: If you cancel your appointment more than 24 hours after booking, a refund of 50% of the appointment cost will be provided.

Rescheduling Appointments: You have the option to reschedule your appointment once, at no additional cost, anytime before the start time of your appointment.

Rescheduled No Shows: If you reschedule an appointment but fail to attend the rescheduled time, you will not be eligible to make further appointments online. Please contact our office directly in such cases.

No Show Policy: If you do not show up for your scheduled appointment and you fail to notify us in advance, we will not issue a refund.

Provider Cancellation: If, for any reason, we must cancel your scheduled appointment or reservation, we will notify you as soon as possible and will work with you to reschedule or you will receive a full refund.

Refund Processing Timeframe: Your refund will be processed within 7 to 10 business days. To initiate the refund process, please contact us at info@usatax.co.

Managing Reservations: For cancellations or rescheduling, you can either use the link provided in your email confirmation or contact us directly at info@usatax.co.

Policy Updates Notification: We retain the right to modify or revise these policies at our discretion. Any alterations will be communicated through our official channels.