Expat Tax Consulting & Planning

Who Benefits Most from Our Service?

Our consulting and planning services are ideal for:

  • Digital Nomads & Remote Workers
  • High-Income U.S. Expats
  • Expat Business Owners & Entrepreneurs
  • Dual Citizens with Cross-Border Income
  • Individuals Planning to Move Abroad or Return to the U.S.
  • Expats with Complex Financial Structures

Our Expat Tax Consulting Process

01.
Initial Assessment

We review your residency status, income sources, assets, and long-term goals.

02.
Risk & Opportunity Analysis

Identify potential compliance risks and uncover tax-saving opportunities.

05.
Ongoing Advisory Support

Year-round guidance as your income, location, or regulations change.

03.
Personalized Tax Strategy

We design a customized plan aligned with U.S. and foreign tax laws.

04.
Implementation Guidance

Clear steps to apply the strategy across filings and financial decisions.

01.
Initial Assessment

We review your residency status, income sources, assets, and long-term goals.

02.
Risk & Opportunity Analysis

Identify potential compliance risks and uncover tax-saving opportunities.

03.
Personalized Tax Strategy

We design a customized plan aligned with U.S. and foreign tax laws.

04.
Implementation Guidance

Clear steps to apply the strategy across filings and financial decisions.

05.
Ongoing Advisory Support

Year-round guidance as your income, location, or regulations change.

Why Expat Tax Planning Matters

Proactive planning helps:

  • Reduce overall tax burden legally
  • Prevent double taxation
  • Avoid IRS penalties
  • Prepare for future life or business changes

What Our Clients Say

David Ferry,
David Ferry,
Director at Chobham Manor
"Patience. Infinite patience. No shortcuts. Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Even if the client is being careless. The best part...always solving problems with great original ideas!."
Amalia Bruno,
Amalia Bruno,
Director at Spoity
"Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Patience. Infinite patience. No shortcuts. Even if the client is being careless. The best part...always solving problems with great original ideas!."
David Ferry,
David Ferry,
Director at Chobham Manor
"Patience. Infinite patience. No shortcuts. Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Even if the client is being careless. The best part...always solving problems with great original ideas!."
Amalia Bruno,
Amalia Bruno,
Director at Spoity
"Very well thought out and articulate communication. Clear milestones, deadlines, and fast work. Patience. Infinite patience. No shortcuts. Even if the client is being careless. The best part...always solving problems with great original ideas!."
Ready for Stress-Free Expat Tax Consulting & Planning?

Contact our expert team today to discuss your unique situation and secure your compliance.

Get a Personalized Consultation
+1- 650-898-2100
info@cpafirm.com

Expat tax expertise, worldwide. Simplifying complexity, so your global finances work effortlessly.

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