Taxes impact every aspect of your US personal and business finances. Our services aim to help you be tax-efficient and lower your taxes over your lifetime.
The US tax code is very complex, and you could be missing some huge opportunities if you are not familiar with it, or worse, you could be making mistakes in how you approach your finances.
We help you take advantage of these opportunities by integrating different strategies into your planning throughout the year.
We accomplish these via specific strategies, which start with a complete annual tax return analysis – See Sample here.
A few examples
- Maximizing Deductions
- Tax-advantaged Accounts (Roth, HSAs, 529s, etc.)
- Retirement Contributions
- Tax-loss Harvesting
- Portfolio Rebalancing
- Charitable Accounts like Donor Advised Funds
- Capital Gains Tax Planning
- Stock Equity Optimization (RSUs, ISO, etc.)
- Asset Location, etc.
A second aspect of this tax compliance. As a US tax resident (citizen, green card holder, or foreign national on a work visa), you must report your worldwide assets on your US taxes.
Our tax planning services include helping you understand and become compliant with US tax laws, such as FATCA and FinCen 114 (FBAR) filing.
We partner with vetted cross-border tax professionals to help you with this task.
Tax laws are constantly changing – we stay up to date to ensure we help you take advantage of any new opportunities.
COMPREHENSIVE FINANCIAL PLANNING FEES
INDIVIDUALS – A flat annual fee starting at $5,000.
COUPLES – A flat annual fee starting at $6,000.
You have the option of combining ongoing financial planning and investment management. Happy to explain.
