We have simple steps to prepare your U.S. tax returns and work on your tax projects

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01

Call us or complete this Contact form

We appreciate very much that you decided to give us the opportunity to work with you on your tax projects. Please fill out this contact form or call us to get you started or receive an initial free consultation.

02

Let's Talk

Within one day a CPA will email you and request to schedule an initial free consultation with you to discuss your tax needs. After the call and with an agreement, we will provide you access to our secure web portal and our engagement letter with a list of documents we need to get your tax services started. An estimated fee range is provided if we have enough information to provide a quote.

03

Engagement Letter signed

You review the engagement letter that describes the scope of the work and the quote. You execute the engagement letter, pay a retainer (when necessary and as agreed). You submit the minimum required tax information for the tax project(s) via the secure web portal.

04

We Go to Work

After we receive your tax information, we go to work. Our normal turnaround depends on the complexity of the tax project. Tax returns are generally completed within 7 days after complete information is received. Our Service Level Agreement is 10 days or less (after complete information is received)!

05

Review and Finalize the Tax Project

Once you are happy with the drafts, we send you the final product (in the form of tax returns, memos, tables, etc.) and request payments. Tax returns are generally e-filed after full payment is received unless agreed in advance to other terms. Most tax projects are billed after deliverables are provided to our clients. 
 

Why Whin Global?

We are truthful to our knowledge and experience, and we are honest and stand behind our exceptional work quality.

 

We care about our local community where we work and live, our clients who entrust us with their finances and resources, and our people and their families who are the backbones of Whin Global.

 

We utilize the latest cloud-based technology tools for a secure workspace to safeguard our and our clients' assets and data.

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We listen to our clients. We focus on your needs and tailor our solutions that allow you to achieve your financial goals. Read our clients' testimonials.

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Digital nomads love us because we understand the U.S. tax issues faced by American expats who are temporarily or permanently relocated outside of the United States.

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