Practical and Clear
Our tax planning service is designed for U.S. citizens and residents with international income, offshore entities, or cross-border business operations who need clarity before making structural or compliance decisions.
This is not automated advice or generic tax optimization. These are live, one-on-one consultations focused on how the rules actually apply to your situation and what tradeoffs you should understand before moving forward.
Straight-forward, no commitment
Focused advisory discussions without implementation or ongoing engagement requirements.
International & Entity Context
Planning that considers offshore entities, U.S. entities, and cross-border income together rather than in isolation.
We can help with:
- FEIE planning
- Foreign tax credits
- S-corp interaction
- Offshore entities
- Compensation structure
CPA-Led Conversations
You work directly with an experienced accountant, not an intake form or automated recommendation engine.
Save Money, Avoid Hassle
This is focused tax planning for people with international income, entities, or mobility. We use a live call to walk through how FEIE, foreign tax credits, S corps, and offshore entities interact in your specific situation.
The goal is to uncover tradeoffs early. What reduces tax versus what creates compliance drag. What works cleanly long term versus what looks clever but breaks later.
You leave with a clear mental model, concrete next steps, and a sense of whether deeper structuring is actually worth it for you.
How Can Our Team Help You to Reach Your Goals
Situation Review
A focused call to understand your income sources, residency, entities, and goals. We identify where tax exposure actually comes from and where planning might matter.
Recommendations
We walk through options like FEIE vs FTC, S corp interactions, offshore entities, and compliance costs. What saves tax, what adds friction, and what’s not worth it.
Clear Next Steps
You leave with a concrete plan. What to do now, what to defer, and what to ignore. There’s no pressure to implement… just clarity you can act on moving forward.
