PLANS

Find the right plan for your taxation needs with our Secure Communication

Fixed Fee

From $500/project

A fixed fee ranges from $500 for a small project to a higher rate for a larger project. Prices are based on the standard difficulty of each project.

  • Checkmark Foreign Financial Assets Reporting
  • Checkmark Foreign Gifts / Inheritance / Cross-Border Estate Plan
  • Checkmark Abandoning Green Card / Exit Tax
  • Checkmark Other Tax Consultation
  • Checkmark 24/7 online support
  • Checkmark Client Portal Communicaition
Make an appointment for a complimentary consultation

Hourly Rate

$300/hour~$800/hour

We provide our services based on our standard billing rates and actual hours (15-minute increments) because most projects vary in difficulty and duration based on individual needs.

  • Checkmark Foreign Financial Assets Reporting
  • Checkmark Foreign Gifts / Inheritance / Cross-Border Estate Plan
  • Checkmark Abandoning Green Card / Exit Tax
  • Checkmark Other Tax Consultation
  • Checkmark 24/7 online support
  • Checkmark Client Portal Communication
Make an appointment for a complimentary consultation
OUR PROMISE

What you receive under each category?

Foreign Financial Assets Reporting

After reviewing and analyzing your situation, we will suggest steps for solving it. CPA firms will prepare the tax forms for us. Along with the tax forms, we will prepare a non-willful statement. Whenever you receive tax notices from the IRS, we will respond with the information that we have.

Foreign Gifts / Inheritance / Cross-Border Estate Plan

You may be subject to serious penalties if your tax form submission is late. Depending on the severity of the situation, we may introduce a tax attorney to assist you. In cases where you can solve things by yourself, we will suggest such a solution. We will help you plan for the future assets transfer by devising the best method of getting your assets across the border.

Abandoning Green Card / Exit Tax

In online meetings, we will review your situation and assist you with preparing the plan to abandon green cards. Additionally, we will estimate if you will be subject to the US exit tax. Our exit tax planning services will help you minimize your exit taxes when you plan for the future.

Other Tax Consultation

Your specific situation may require other assistance. To help you devise a good plan, we will be flexible in our approach. Among others, we may work with US attorneys, foreign attorneys, CPAs, and other professionals.