Pillar 01 · Advisory

Business & Tax Advisory for companies and global founders

Strategic guidance for businesses, founders, and U.S. citizens living abroad — from entity structuring and cross-border tax to IRS representation and year-round planning.

What we cover

Advisory that connects strategy, tax, and structure

One advisor with the context to optimize across your business and personal financial life.

Entity Structuring

Choose and structure LLCs, S-Corps, C-Corps, and foreign entities for tax efficiency and clean operations.

Expat & Cross-Border Tax

FEIE, FTC, FBAR, FATCA, treaty positions, and dual-residency planning for U.S. citizens abroad.

IRS Representation

Audit defense, notices, levies, liens, and back-tax remediation — handled by a federally licensed Enrolled Agent.

Year-Round Tax Planning

Proactive, multi-year strategies that align with your income mix, residency, and growth plans.

Business Tax Filing

Federal, state, and international filings prepared with the same advisory lens used to plan them.

Owner Compensation

Salary vs distributions, reasonable compensation, and integrated personal-and-business optimization.

Why this matters

Decisions made in isolation cost businesses more than they realize

Tax, structure, and operations are interconnected. Raquel works as an embedded advisor so each decision is made with the full picture in mind.

  • Coordinated business and personal tax strategy
  • Multi-jurisdiction and cross-border planning
  • Clean entity structures that scale
  • Direct IRS representation when needed
  • Documentation built for audit-readiness
FAQ

Common questions about advisory

Do you work with both businesses and individuals?

Yes. Most advisory engagements bridge both — owners' personal returns and their company's planning are deeply connected, especially across borders.

Can you help if I live outside the U.S.?

Absolutely. A significant portion of the practice supports U.S. citizens and green card holders living abroad, including FEIE/FTC optimization and Streamlined Filing.

Is advisory a one-time engagement or ongoing?

Both are available. Many clients start with a consultation and move into a quarterly or annual retainer for year-round planning and check-ins.

Do you represent clients in IRS disputes?

Yes. As an Enrolled Agent, Raquel can represent taxpayers before the IRS in all 50 states and abroad.

Get advisory built around your business

Start with a focused consultation and a written plan you can act on.

Schedule Consultation