2026-09-22
Residency is a plan, not a date
Why the day you move matters less than the decisions you make in the twelve months around it.
Residency
Tax · Strategy · Wealth
Cross-border tax strategy, handled with precision.
Advisory built for people and companies that operate across borders.
What we do
Four disciplines, one plan.
Planning comes first. Once the structure is right, compliance is the easy part.
International Tax Planning
Treaties · Foreign tax credits · ResidencyProactive planning for inbound and outbound activity between the U.S. and abroad: treaty positions, foreign tax credits, and residency strategy designed before the tax year closes, not after.
View serviceEntity Structuring & Business Advisory
U.S. entities · Foreign corporations · HoldingsChoosing and maintaining the right structure for cross-border operations, aligned with how you actually do business and where you plan to grow.
View serviceU.S. & Expat Compliance
Federal & state · Foreign asset reporting · DisclosuresComplete preparation and filing for individuals and businesses with international footprints: federal and state returns, foreign asset and account reporting, and the disclosures that keep you protected.
View serviceWealth & Long-Term Strategy
Investment structuring · Succession · CoordinationTax-aware wealth planning across jurisdictions, including investment structuring, succession considerations, and coordination with your legal and financial advisors so every piece works together.
View serviceHow we work
Quiet, rigorous, and built for the long term.
Trusted Advisors
CPA-led counsel with direct partner access.
Global Perspective
Fluent in two systems, and the space between them.
Strategic Thinking
Planning first; compliance becomes the easy part.
Long-Term Growth
Structures that scale with your ambitions.
Confidential & Secure
Discretion in every engagement, always.
The partners
Two partners. One standard.
JL
Jhon Lozano, CPA
Founder & Advisor
Leads the firm's international tax strategy practice, advising individuals and businesses on U.S. and cross-border planning, structuring, and compliance.
SV
Sofia Villamizar
Chief Operating Officer
Directs firm operations and client experience, ensuring every engagement runs with the precision and discretion our clients expect.
Insights
Short notes on recurring questions.
2026-09-15
Foreign accounts: what to gather before April
A short list of what the foreign account reports need, and why the highest balance of the year is the number that matters.
2026-09-08
The LLC question for foreign owners
An LLC is quick to open. Whether it is the right vehicle depends on where you live and how profits will leave the U.S.