Free Discovery Call

Service Description

A complimentary introductory call for prospective clients considering international tax planning or advisory services. The purpose of this call is to learn more about your situation, discuss your goals, and determine whether my services are a good fit for your needs. Common topics include: Moving abroad Living overseas as a U.S. citizen Operating an LLC or S-Corporation internationally Digital nomad tax considerations Foreign bank accounts and investments International tax planning Ongoing tax advisory services This call is intended as a brief introductory conversation rather than a tax consultation. Specific tax advice, technical analysis, and planning recommendations are generally provided through a separate International Tax Consultation. At the end of the call, I will recommend appropriate next steps and, if applicable, discuss how I may be able to assist with your situation. I look forward to learning more about your goals and determining whether we would be a good fit to work together.