Confidential 1-on-1 Consultation • Dual US & India Timezones

Schedule a 30-Minute CPA Consultation

Speak directly with an experienced CPA to evaluate your US federal tax filing, visa residency status, foreign bank accounts (FBAR), or business return. We offer flexible appointment slots across both US Eastern and India Standard time zones.

Step 1 of 2: Appointment Details

Reserve Your Time with a Licensed CPA

Full Legal Name *

Email Address *

Phone Number (WhatsApp friendly)

Primary Tax Topic for Discussion *

Select Timezone & Available Slot Choose your preferred consultation window

Eastern Time (US / EST)

Preferred Date *

Confirmed Timezone *

Brief Summary of Your Question (Optional)

Consultation Structure

What to Expect During Your Call

Residency & Visa Review Day-count audit under the Substantial Presence Test to establish Form 1040 vs 1040-NR eligibility.

Foreign Asset Audit (FBAR/FATCA) Examination of Indian accounts, Demat, and PFIC mutual funds to verify reporting thresholds.

Optimization & Treaty Positions Assessment of bilateral tax treaties (e.g. India Art 21(2)) and multi-state resident credits.

Transparent Scope & Next Steps Clear roadmap, required document checklist, and transparent fee quote with zero hidden charges.

Helpful Items to Have Ready

✓ Prior year federal and state tax returns (Form 1040/1040-NR)
✓ US physical presence dates (I-94 travel history records)
✓ Forms W-2, 1099-B, 1099-INT, or 1042-S slips
✓ Approximate peak balances of foreign accounts for FBAR

Need Immediate Assistance?

If you have an urgent IRS notice or filing deadline, call our Charlotte headquarters directly.

☎ +1 (704) 303-9095 ✉ contact@unifintax.com

Schedule a 30-Minute CPA Consultation

Reserve Your Time with a Licensed CPA

Appointment Request Received