| Online Service | Offline Service | |
|---|---|---|
| Assigned Tax Professional | Not designated (assigned based on availability) | Dedicated one-on-one assignment |
| Client Communication | Email only (additional fees apply for phone calls or in-person meetings) | Phone / In-person / Email |
| KakaoTalk Channel Support | Limited support for system usage only (tax inquiries and consultations not included) | Able to accommodate various client requests during the service process |
| Tax Planning Inquiries and Consultations Not Related to the Current Year Filing | Not included
(available as a separate service) | Included (when research is not required) |
| Return Revisions and Re-delivery Due to Additional Client Documents After Draft Completion | Additional charges apply | Included |
| Extension/Estimated Tax Payment Calculations | Additional charges apply | Included |
| Post-filing Support Regarding Processing and Refund Status | Service ends upon return submission | Support provided as needed |
| Suitability | · Familiar with completing online forms · Have basic knowledge of tax filing · Have filed taxes independently using software such as TurboTax · Comfortable preparing forms independently with UNCLE SAM’s guidance · Income and expenses are already organized | · Difficulty completing online forms · Need to file for the first or final tax year and feel uncertain · Little to no understanding of tax filing · Unsure which documents are required for tax filing |
