International tax services
Pre-move tax planning session
A 60-minute U.S. tax discussion before moving to or from the United States. Fixed fee: $750. Further analysis and implementation are separately scoped.
Who this is for
Individuals and business owners relocating to the U.S. with assets overseas, and Americans preparing to live or work abroad.
60 minutes | $750
What we can address
- U.S. tax residency timing and state residency considerations
- Existing U.S. and foreign business ownership questions
- U.S. treatment of foreign income and taxes
- Foreign account, investment, real estate, and reporting considerations
- Planning priorities before your international move
Questions to consider
When should planning begin?
Before residency, business, or investment decisions are finalized. Starting early creates room to evaluate alternatives and coordinate with advisors in the destination country.
What does the $750 session include?
A 60-minute discussion focused on the U.S. tax implications of your proposed move and relevant planning priorities. The scope is confirmed before engagement. Additional analysis, filings, implementation, or written advice are scoped separately.
Does the session cover foreign-country tax advice?
The engagement focuses on U.S. tax matters. Country-specific advice from a qualified local professional may also be appropriate. Any coordination is discussed as part of the scope.
Related reading
Explore the issues in more detail.
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A discovery call gives us a starting point for your tax preparation, planning, or advisory engagement.
Schedule a discovery callComplimentary 15-minute introduction | Continue to Proton Calendar