Work With Me

International tax advice should begin with a plan, not a tax return.

Every client's situation is different. Whether you're planning a move abroad, already living overseas, or operating a U.S. business internationally, the first step is understanding your goals before discussing tax forms or compliance requirements.

My engagement process is designed to help you identify the right solution based on your circumstances.

STEP 1

Discovery Call

15 Minutes | Complimentary

A brief introductory conversation to learn about your situation, answer general questions about my services, and determine whether we're a good fit to work together.

The Discovery Call is not a tax consultation and does not include tax advice. Instead, it helps us identify the most appropriate next step.

This call is ideal if you are:

Exploring your options
Unsure which service you need
Considering an international move
Looking for an experienced international tax advisor

Outcome

You'll understand how I can help and which engagement best fits your situation.

Book a Discovery Call

STEP 2

Pre-Move Tax Planning Session

60 Minutes | Fixed Fee

If you're planning to relocate outside the United States, this session helps you understand the tax implications before making the move.

Topics commonly discussed include:

State residency planning
Foreign tax residency
Timing of your move
LLC and S Corporation considerations
Foreign Earned Income Exclusion
Foreign Tax Credit opportunities
Business structure considerations
Foreign reporting requirements

Best for:

Individuals planning an international move
Digital nomads
Remote workers
Business owners relocating abroad

Outcome

You'll leave with a clearer understanding of the tax considerations that may affect your move and the planning opportunities available before you relocate.

Investment: $750

Schedule Your Planning Session

STEP 3

International Tax Review

For clients with more complex international tax situations, the International Tax Review provides a comprehensive analysis of your current tax position and identifies planning opportunities tailored to your circumstances.

This engagement typically includes:

Review of your current tax structure
Analysis of foreign reporting obligations
Business entity review
Cross-border tax considerations
Identification of planning opportunities
Written recommendations and next steps

Best for:

Americans living abroad
Business owners with international operations
Individuals with foreign investments or financial accounts
Clients dealing with multiple tax jurisdictions

Outcome

You'll receive practical recommendations designed to improve compliance, reduce tax risk, and support informed financial decisions.

Investment: Starting at $1,500

Schedule a Discovery Call to discuss International Tax Review

STEP 4

Ongoing International Tax Advisory

International tax planning isn't a one-time event. Tax laws change, businesses evolve, and life circumstances shift over time.

Many clients choose ongoing advisory support for year-round guidance rather than waiting until tax season.

Ongoing advisory services may include:

Quarterly tax planning meetings
Estimated tax reviews
International tax planning
Business structure discussions
Foreign reporting guidance
Email support throughout the year

This service is customized based on your specific needs.

Schedule a Discovery Call to discuss ongoing advisory services.

WHY CLIENTS CHOOSE TO WORK WITH ME

International tax planning isn't just about filing forms.

It's about making informed decisions before those decisions become tax problems.

Whether you're moving abroad, operating a U.S. business internationally, or managing foreign investments, my goal is to help you understand your options, remain compliant, and develop a practical long-term strategy.

I look forward to helping you navigate the complexities of international taxation with confidence.