Tax Advisory

 

When it comes to building your wealth, tax compliance is just one essential component of managing your finances. Our comprehensive tax advice provides you with clear, proactive strategies to manage your taxes and make tax effective decisions as part of protecting your wealth.

Understanding how to protect your assets, remain tax compliant, plan your estate and optimize your tax position are all key components to a well-developed tax advisory service. Our dedicated team employs an empathetic approach to understanding your needs and working out a carefully tailored strategy that works for you.

As international tax specialists, our global perspective ensures that both your local and international investments are included in our in-depth assessment and tax advice service.

With close connections around the globe, we are well placed to refer you to local experts in key locations around the world.

 
 

ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

TAX PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

EXECUTIVE TAX AND EMPLOYEE STOCK OWNERSHIP


Our tax specialists help manage the tax impact and  financial benefits of your stock ownership, so that you are not caught out with unintended tax consequences.

 

TRUST AND ESTATE PLANNING


Our trust and estate planning team will help ensure your beneficiaries are receiving the most beneficial outcome possible. Understand your options now and make the decisions that matter.

 

ASSET PROTECTION


You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.

 

WE GIVE YOU CLEAR, PRACTICAL ADVICE TO BETTER YOUR TAX POSITION

By listening to your needs and concerns, we will create clear, proactive advice that you can use to protect your wealth. Contact us now to assess your situation and provide the appropriate guidance.

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NEWS AND UPDATES

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Jurate Gulbinas

As an Australian moving to the United States, it’s important to understand what this means for your tax residency status This is because your tax residency status will determine how your income...

 

Australians Moving to the USA: How is your Australian superannuation affected when moving to the USA?


17th May 2022
Jurate Gulbinas

If you’re moving to the United States then you’ll need to understand how tax laws apply to your current and future superannuation account  You should also obtain financial advice from a...

 

The Five Key Requirements for Setting Up a Company in Singapore


16th Dec 2021
Jurate Gulbinas

A Singapore Company is governed by the Singapore Companies Act which is administered by the Accounting & Corporate Regulatory Authority (ACRA) There are 5 essentials that need to be covered...

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Jurate Gulbinas

As an Australian moving to the United States, it’s important to understand what this means for your tax residency status This is because your tax...

 

Australians Moving to the USA: How is your Australian superannuation affected when moving to the USA?


17th May 2022
Jurate Gulbinas

If you’re moving to the United States then you’ll need to understand how tax laws apply to your current and future superannuation account ...

 

The Five Key Requirements for Setting Up a Company in Singapore


16th Dec 2021
Jurate Gulbinas

A Singapore Company is governed by the Singapore Companies Act which is administered by the Accounting & Corporate Regulatory Authority...