Tax Processes - How do we work?

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

Call us or complete the 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 the contact form above or call us to get you started

Let's Talk

Within one day we will reply and schedule a free consultation to discuss your tax needs with you. After the call, 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. Fee quote is provided.

Engagement Letter signed

You review the engagement letter that describes the scope of the work and the estimated Fees. You execute the engagement letter, pay a retainer (required for new clients). You submit the minimum required tax information for the tax project(s).

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 to 10 days after complete information is received. Our SLA is 30 days is less!

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.

Get Started Today

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 family who are the backbone of Whin Global.

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

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