Custom Advisory

 

If you are an expat living in the USA, an American living abroad, or running an organization with globally dispersed assets and investments, then you would benefit from custom advisory.

Our team of experienced tax advisors will review your current situation and provide clear and comprehensive strategies to improve and strengthen your tax position.

As international tax specialists we will also leverage our international contacts to provide guidance on what you need to consider in countries where you have a presence.

No matter how unique, complex, or unusual your situation or goals are, our custom advisory solutions provide you with the in-depth, tailored advisory services that you need.

 
 

HOW WE DELIVER CUSTOM ADVISORY

 
 

IDENTIFY THE FACTS


We begin with a meeting, to identify your present tax situation and discuss your financial goals.

 

CUSTOM SCOPE


We prepare an outline of what we believe your personalized tax advice should comprise.

 

MEET WITH US


Our tax advisor will meet with you, to discuss your goals by providing advice on the strategies, opportunities and risks applicable to your situation.

 

ADVICE SUMMARY


We will organize a written summary, which includes the issues explained in your meeting and a proposed tax strategy.

 

OPTIMISE YOUR TAX POSITION

Book in a specialized meeting to provide you with custom advisory services today. We will take your unique situation, goals, and concerns into account to provide you with the options and solutions you need.

CONTACT US TODAY
CONTACT US

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NEWS AND UPDATES

 

A Quick Guide To Form 5472: Reporting For Foreign-Owned U.S. Corporations


6th Jan 2025
John Marcarian

Navigating US tax rules can be complex, especially for foreign-owned US businesses One key form to know about is Form 5472 This guide explains who needs to file it, deadlines, and tips to stay...

 

Guide On Setting Up A Business Or Expanding Into Singapore


18th Nov 2024
CST Tax Advisors

CONSIDERING EXPANDING YOUR BUSINESS TO SINGAPORE Singapore is a popular location for global businesses, offering a strategic location, robust legal framework, stable government, highly regulated...

 

Australian Expats Living in the USA: Holding Australian Shares


4th Nov 2024
John Marcarian

Managing taxes can be challenging, particularly when living overseas  Many Australian expats in the USA wonder, “What happens with taxes on Australian shares I still own back home” If...

 

A Quick Guide To Form 5472: Reporting For Foreign-Owned U.S. Corporations


6th Jan 2025
John Marcarian

Navigating US tax rules can be complex, especially for foreign-owned US businesses One key form to know about is Form 5472 This guide explains who...

 

Guide On Setting Up A Business Or Expanding Into Singapore


18th Nov 2024
CST Tax Advisors

CONSIDERING EXPANDING YOUR BUSINESS TO SINGAPORE Singapore is a popular location for global businesses, offering a strategic location, robust...

 

Australian Expats Living in the USA: Holding Australian Shares


4th Nov 2024
John Marcarian

Managing taxes can be challenging, particularly when living overseas  Many Australian expats in the USA wonder, “What happens with taxes...