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FOUNDING YEAR
2010
NUMBER OF EMPLOYEES
6 - 20 employees
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Online Taxman/Global Expat Advisors
We focus on clients with international tax situations that are beyond the normal complexities of a domestic tax return. We are all Big 4 trained and offer the same offering of service that the Big 4/international law firms offer such as offshore entity set up, offshore trusts, cross border tax planning as well as all the tax filings and compliance at more competitive rates.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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Clients who would be a good fit
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Customers that find themselves in international tax situations such as Americans living or investing abroad, Foreigners living in the US, Foreign start ups looking to set up a US structure, US start ups looking to expand abroad. Clients looking to set up offshore entities, trusts, etc. Clients looking to optimize based on real estate strategies such as cost segregation studies, real estate professional, income allocation, etc.
Clients who wouldNOTbe a good fit
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Customers that arent good with technology or want an in person meeting. We are 100% online firm.
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Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.