A first conversation
Discovery call
15 minutes | Complimentary
Discuss your circumstances, the decisions ahead, and whether my services are a good fit. Specific tax advice is provided through a separate paid engagement.
Schedule a discovery callWork with me
Choose the right starting point.
Begin with a complimentary discovery call. We will discuss your situation and identify an appropriate engagement before paid work begins.
Engagement options.
Before you relocate
Pre-move tax planning session
60 minutes | $750
A focused discussion of the U.S. tax considerations before moving to or from the United States, including your business and financial interests. The session scope is agreed before engagement.
Discuss a planning sessionA more complex situation
International Tax Review
Engagements from $1,500
A review of your tax position and relevant planning opportunities, with written recommendations and next steps within an agreed scope.
Discuss a tax reviewTax preparation, planning, reviews, and ongoing advisory all begin with a discovery call through Proton Calendar. We agree the scope and fee before paid work begins.
U.S. tax preparation
Annual returns and foreign reporting are scoped around your circumstances. The proposal identifies the filings, fee, and timing, with planning and ongoing advisory specified separately.
Explore U.S. tax preparationOngoing international tax advisory
For expats in the U.S. and Americans abroad, a defined advisory relationship brings U.S. tax planning into decisions about businesses, accounts, investments, and real estate throughout the year. The frequency of meetings, covered work, communication arrangements, and fees are agreed in the engagement.
See how ongoing advisory worksThe process
How the engagement moves forward.
Discuss the situation
A brief discovery call covers your goals, timing, and the type of assistance you are seeking.
Agree the engagement
I define the scope, fee, and relevant information request before paid work begins.
Review and act
We work through the agreed analysis, preparation, or planning and discuss the appropriate next steps.
Before you book
Is the discovery call a tax consultation?
The complimentary call is an introductory conversation to assess fit and identify a next step. Specific advice and technical analysis are provided through a separate paid engagement.
What is included in the $750 planning session?
The session is a 60-minute discussion of relevant U.S. tax considerations and planning priorities before your move. Additional analysis, filings, implementation, or written advice are scoped separately.
What does the International Tax Review include?
The review addresses your tax position and planning opportunities within an agreed scope, with written recommendations and next steps. Engagements typically begin at $1,500, with the fee determined by complexity.
Can you advise on taxes in the other country?
The practice focuses on U.S. taxation. Advice from a qualified professional in the relevant country may also be appropriate. Any coordination and responsibilities are discussed before engagement.
Inside an International Tax Review
See how the analysis becomes an action plan.
A written review can organize the facts, planning priorities, open questions, and next steps in one place.
The illustrative summary shows a possible format. Reviews can address overseas interests held by U.S. residents or cross-border questions for Americans abroad. The content and depth follow the agreed engagement.
View a sample reviewTax ReviewFindings and planning priorities01 Situation and objectives02 Matters requiring review03 Actions and responsibilities
Tell me about the decision ahead.
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