Comprehensive tax & financial services for global lives
Whether you're filing your first expat return or restructuring an international business, Our team offers expert, personal guidance every step of the way.
Tax Consultation
A focused session to map your situation, surface risks, and outline the best path forward.
- Personalized review
- Clear written summary
- Actionable next steps
Expat Tax Filing
Accurate, optimized U.S. returns for citizens living abroad — leveraging FEIE, FTC, and treaties.
- Foreign Earned Income Exclusion
- Foreign Tax Credit
- Treaty positions
Bookkeeping Services
Monthly books that stay clean, current, and audit-ready for freelancers and small businesses.
- Monthly reconciliation
- Categorization & reports
- Tax-ready records
Tax Resolution
Professional representation to resolve audits, levies, liens, and IRS disputes with confidence.
- Power of Attorney
- Audit representation
- Penalty abatement
Back Taxes
Catch up on years of unfiled returns through Streamlined Procedures and other amnesty options.
- Streamlined Filing
- Delinquent FBAR
- Penalty mitigation
IRS Notices
Don't panic — most notices have a clear path to resolution when handled by the right professional.
- Notice analysis
- Direct IRS response
- Status tracking
Tax Planning & Strategy
Forward-looking strategies that align with your residency, income mix, and long-term goals.
- Multi-year roadmap
- Entity structuring
- Income timing
Business Tax Services
From LLCs and S-Corps to foreign entities — structured for compliance and efficiency.
- Entity selection
- Quarterly estimates
- Payroll guidance
Tax Preparation
Detailed tax preparation support to ensure accuracy, compliance, and optimization across filings.
- Federal & state returns
- Schedule coordination
- Documentation review
Marketing & Design
Complementary services available to extend your advisory engagement and keep everything under one trusted advisor.
Marketing
Strategic marketing support to position your business, refine messaging, and reach the right audience effectively.
- Brand positioning
- Messaging strategy
- Go-to-market planning
Design
Professional design services that align your visual identity with your business goals and market presence.
- Visual identity
- Presentation design
- Marketing collateral
Not sure which service fits?
Start with a consultation — our team will recommend the right path.
Schedule Consultation