top of page

Tax Services Processes - How do we work?

We follow simple steps to prepare U.S. tax returns and handle your tax projects. Get in touch to learn more.
​

How we work

01

Contact Us

We appreciate very much that you decided to give us the opportunity to work with you on your tax projects. Fill out our contact form, email, or call us for an initial consultation.

02

Initial Consultation and quote

A CPA will contact you within 5 business days to schedule an initial short and free consultation. After discussing your needs, we'll provide access to our secure web portal, an engagement letter, and a document list. We’ll also give you an estimated price range.

03

Sign Engagement Letter and Upload Documents

Review and sign the engagement letter, pay a deposit if required, and upload the necessary documents via our secure portal.

04

We get to work

Once we have all your information, we begin the work. Most tax returns are completed within 7-10 days, with a maximum turnaround of 15 business days.

05

Review and Finalize

Review the drafts we provide. Pay the remaining invoice. E-sign required E-file forms. Tax returns are typically e-filed after full payment is received.

Why Work with Whin Global?

  • We are truthful in our knowledge and experience, and we stand behind our exceptional work quality.

  • We care about our local community, our clients, and our team members and their families, who are the backbones of Whin Global.

  • We utilize the latest cloud-based technology tools to ensure a secure workspace, safeguarding our clients' assets and data.

  • We listen to our clients, focus on their needs, and tailor our solutions to help them achieve their financial goals. Read our clients' testimonials.

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

bottom of page