Advisory Services
Expert guidance for complex cross‑border decisions.
Clarity that considers your whole story, not just this year's return. Share your goals, and we will invite you to a discovery call within two business days.
Share your goals and a few key details. It takes about five minutes.
A member of our tax team reviews every request to confirm we are the right fit.
A clear scope and a fixed fee, agreed before any work begins.
Advisory engagements typically start at $800.
Who we advise
Every story is different. These are the situations where our advice makes the biggest difference.
"I've recently moved abroad, or I'm about to."
Set up your first years abroad correctly, including your treaty position, state residency, and the right approach to foreign income.
"I've built my life abroad, and I've been here for years."
Make sense of a pension, a property sale, or an inheritance, and get a clear, judgment-free plan for anything that needs catching up.
"I live in the US, but part of my financial life is in another country."
Bring your US return and the pension, accounts, or property you hold abroad together, with one team that understands both sides.
"I've decided to give up my US citizenship or green card."
Plan what happens before and after your exit date, including exit tax exposure and the compliance steps you need to complete first.
"I'm a US citizen by birth, but I've never really lived there."
It feels unfair, and it is. We explain where you stand and map the cleanest route to becoming compliant, including whether renunciation makes sense.
Something else?
Complex stories are our specialty. Tell us about yours in the form above.
Tell us your storyWhat every engagement includes
One fixed fee, agreed before we start. No hourly billing and no surprises.
We confirm your goals and the questions to answer.
Our specialists work through your US tax position.
Clear recommendations you can keep and act on.
We walk through the memo and answer your questions.
Many advisory clients go on to work with us for their annual tax preparation. If that fits your situation, we include a proposal for it alongside your advisory quote.
Common questions
How much does an advisory engagement cost?
Engagements typically start at $800. The fee depends on the complexity of your situation. You receive a fixed fee in your proposal before any work begins.
What happens after I submit my details?
We review your request within two business days. If we are the right fit, we send you a proposal. If another path suits you better, we tell you and point you in the right direction.
I only need my annual tax return prepared.
Our tax preparation services are the right fit for that. Get a quote for your annual filing.
Do you provide legal advice?
No. We provide US tax analysis and guidance. Where a legal step is involved, such as renunciation itself, we work alongside your attorney.