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.
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NEWS AND UPDATES
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