Expert Consultation – Individual Services > Appointment

Expert Consultation – Individual Services

Consultation Process

1. Select Consultation Type
2. Choose Date & Time
3. Complete Questionnaire
4. Make Payment

Meet Our Consultants

UNCLE SAM in-house U.S. tax professionals deliver clear and structured consultation services, backed by top-tier industry experience and expertise.

View Consultant Details

Select & Request a Consultation

For general, informational questions that do not require tax interpretation, you may post limited inquiries on the Sam's Q&A.
(KakaoTalk Channel inquiries are not available.)

If you need a detailed consultation with a professional regarding your personal situation or need a service estimate, please choose one of the two consultation options below.

Phone Consultation (Certified Tax Professional)

The expert will call you at your provided phone number at the scheduled time.

Base consultation fee

$100 for 30 minutes

Book Phone Consultation

In-Person Consultation (Certified Tax Professional)

In-person consultations are available only in Seoul (Seongsu Station).

Base consultation fee

$150 for 30 minutes

Book In-Person Consultation

Important Notes

· The $100 consultation fee will be credited toward your service fee upon contract (offline services only).
· A $35 additional charge applies if the questionnaire is not completed in advance.
· Some consultants may require an additional fee (notified at booking).
· Video consultations are charged at the same rate as in-person consultations.
· The base fee covers 30 minutes. Extra time is billed per 10 minutes.
· If you miss your session due to personal reasons, no refunds are available.
· If you wish to request a specific consultant, please leave a note in the questionnaire.

Consultation Covers

· Explaining your situation, discussing expert services, and confirming/negotiating fees

· Determining which tax forms and filing methods apply to your specific case

· IRS procedures such as the Streamlined Filing Compliance Program

· Whether certain transactions/information should be reflected in your FBAR or Form 1040

· Pre–green card tax planning (first-year filing)

· Expatriation tax / Exit tax for renunciation of citizenship or relocation abroad

· Capital gains, stock options, inheritance, and gift tax planning and assessment

· Foreign entities owned by U.S. persons – CFC issues, GILTI, Subpart F, structuring, PFIC, etc.

· U.S. corporate taxation – Corporate, Partnership, and related entity matters