Tax planning is the process of looking at your entire financial situation, including your personal finances, your business finances, your short and long term goals and your overall life and making strategic tax decisions that benefit you based on the tax codes. The goal of tax planning is to ensure you are paying as little in taxes as legally possible by getting every deduction you are entitled to. Every single person has a unique combination of personal and business variables, so no one tax plan fits all. Finding the right combination of strategies for your unique situation is what we do best.

Our bookkeeping quotes are based on a number of variables and how complex your financial needs are.

For tax preparation, we charge $450. That includes personal, business and every single tax form relevant to expats.

For tax planning, we charge 30% of the amount we can save you.

For wealth protection services, we partner with other reputable companies and your investment will be discussed with them

We work with small business owners with an income between $100,000 and $10,000,000. We specialize in helping US citizens who live abroad who own a business, but also work with other small businesses on a case by case basis.

Yes! But let's get clear on this. Tax avoidance is defined as any action taken to lessen tax liability and maximize after-tax income. This is perfectly legal. Tax evasion on the other hand is defined as the failure to pay or the deliberate underpayment of taxes. This is illegal. So, we help you avoid taxes by lessening your tax burden legally. We do not partake in any illegal, shady, or "iffy" strategies. We work completely within the rules of the IRS.

Maybe. Most businesses who are just starting out don't typically have complex situations and don't need advanced financial services yet. However, we are willing to take a look at your business and see if it makes sense to work together.

There are some strategies we implement in-house and we will offer you a quote for those services if requested. For strategies we do not implement in-house, we have close referral partnerships with professionals who can help.

Yes! We offer discounts for women-owned and veteran-owned businesses.