International tax services

Ongoing international tax advisory

Year-round U.S. tax advice for cross-border businesses, investments, and personal decisions. Meetings and covered work follow the agreed engagement.

Who this is for

Expats in the U.S. with overseas interests, Americans abroad, and business owners and investors whose cross-border circumstances call for continuing advice.

What we can address

Planning conversations around material business and personal decisions
Periodic review of changes in income, ownership, and residency
Coordination of planning priorities with annual U.S. tax compliance
Review of emerging foreign reporting considerations
A defined channel for advisory questions within the engagement scope

Questions to consider

How often do we meet?

The frequency, communication arrangements, and covered work are set out in the engagement. The relationship is designed around your circumstances and the decisions ahead.

Is annual tax preparation included?

Preparation and advisory scope are specified in the proposal. Filings and additional projects are included only where expressly agreed.

How are fees set?

Fees reflect complexity, the scope of advice, and the agreed level of support. An introductory call establishes whether a review or ongoing engagement is the appropriate starting point.

Explore the issues in more detail.

Tell me about the decision ahead.

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

Schedule a discovery call

Complimentary 15-minute introduction | Continue to Proton Calendar