Costa Shepin, CPA | International tax advisory

U.S. tax advice for business owners and investors across borders.

I help expats in the U.S. and Americans abroad with U.S. tax preparation, planning, and ongoing advice for businesses, bank accounts, investments, and real estate across borders.

Schedule a discovery call How I work

You work directly with me.

Costa Shepin, CPA, in a dark suit and gold tie. — Costa Shepin, CPA

20+ years in tax and accounting

Big Four and corporate finance experience

Fully remote practice since 2014

How I approach your situation

I start with the decision you are trying to make.

Before I recommend a change, I look at your residence, business ownership, income, investments, and existing reporting. A decision in one area can affect the others.

I grew up in a family that relocated internationally every few years. That personal perspective informs the context I bring to your move, alongside my professional tax experience.

Meet your advisor

Start with the facts.
I establish what you own, how income flows, where you live, and what is about to change.
Examine the structure.
I review the U.S. tax position alongside the foreign-country questions that require local advice.
Put the steps in order.
I identify the decisions and information to address before a move, investment, or business change is finalized.

Client experience

In a client's words.

“Switching to Costa from our previous CPA was a real relief. He has been very responsive and quickly understood our rather complex cross-border structures. He helped us through every step, even reminding us of deadlines to make sure we filed on time, advised us on the best strategy, and was always willing to adjust when there was room to optimize. Thanks to him, filing has become a stress-free exercise.”

Jerome

Where I can help

The decisions that bring clients to me.

Living in the U.S. with assets overseas.

Review the U.S. tax implications of businesses, bank accounts, investments, and real estate you continue to hold overseas.

Owning a business across borders.

Examine the U.S. tax position of a foreign business, or a U.S. business you operate while living abroad.

Moving to or from the United States.

Plan around residency timing, business ownership, accounts, and property before your move and major financial decisions are finalized.

Explore all services U.S. tax preparation across borders

Planning scenarios

Two decisions. Several connected questions.

Illustrative examples using hypothetical facts.

01A consultant is moving abroad with a U.S. LLC.

The situation

A U.S. citizen owns a consulting business, serves U.S. clients, and is preparing to establish a home overseas.

What I would examine

The existing entity, ownership, and income flows
Move timing, state ties, and business activity
Foreign treatment of the entity and local registration questions
U.S. reporting and compensation considerations

The decision to support

Whether the existing structure still fits the owner's circumstances, and which questions to resolve before changing it.

I would compare the U.S. position with the relevant foreign-country analysis before recommending a structural change.

Business-owner tax planning

02An investor is preparing to become a U.S. tax resident.

The situation

An individual holds foreign bank accounts, investments, and a business interest and is planning a move to the United States.

What I would examine

The proposed residency timeline
Account, investment, and ownership records
U.S. classification and reporting questions
Transactions under consideration before the move

The decision to support

Which assets, records, and proposed transactions call for review before U.S. residency begins.

I would organize the facts and planning questions early, while there is time to evaluate the appropriate steps.

Foreign asset and investment reviews

Inside an International Tax Review

See how the analysis becomes an action plan.

A written review can organize the facts, planning priorities, open questions, and next steps in one place.

The illustrative summary shows a possible format. Reviews can address overseas interests held by U.S. residents or cross-border questions for Americans abroad. The content and depth follow the agreed engagement.

View a sample review

DIGITAL CPA SERVICESILLUSTRATIVE SAMPLEInternational
Tax ReviewFindings and planning priorities01 Situation and objectives02 Matters requiring review03 Actions and responsibilities

Working together

Start with the work your situation calls for.

Begin with a discovery call for tax preparation, a defined planning project, or ongoing advisory. Scope and fees are agreed before paid work begins.

A first conversation

Discovery call

15 minutes | Complimentary

Discuss your circumstances, the decisions ahead, and whether my services are a good fit. Specific tax advice is provided through a separate paid engagement.

Schedule a discovery call

Before you relocate

Pre-move tax planning session

60 minutes | $750

A focused discussion of the U.S. tax considerations before moving to or from the United States, including your business and financial interests. The session scope is agreed before engagement.

Discuss a planning session

A more complex situation

International Tax Review

Engagements from $1,500

A review of your tax position and relevant planning opportunities, with written recommendations and next steps within an agreed scope.

Discuss a tax review

Advice between tax returns.

Ongoing advisory supports decisions as your residence, business, and investments change. Meetings, communication, and covered work are set out in the engagement.

Explore ongoing advisory

Selected insights

Explore the reasoning behind the advice.

Moving to the United States

Tell me about the decision ahead.

A discovery call gives us a starting point for your tax preparation, planning, or advisory engagement.