Four disciplines, one plan.
Every engagement starts with the full picture of where you live, where you earn and where you are going. From there we plan, and only then do we file.
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 serviceFrom the first call to the filing.
The order matters. You know the scope and the fee before anything is prepared.
Conversation
A 30-minute call. You tell us where you live, where you earn and where you are headed.
Review
We map every jurisdiction involved and tell you what we see, in plain language, before any engagement.
Plan
A written plan with the decisions, the deadlines and the filings. You approve the scope and the fee before we start.
Execution
We prepare, file and coordinate with your other advisors. You see progress in the portal.
Follow-through
Deadlines tracked year-round and a plan review every year, not only when a return is due.