Every deduction captured
We look for the credits and deductions that filing software routinely walks past.
Tax Consultation & Planning
Straight answers about your situation from an experienced advisor — before a decision costs you money.
Book Free ConsultationAsk before you act, not after
Selling property, exercising equity, changing states, taking on contract work — each of these has a tax consequence that is far cheaper to plan for than to correct afterwards.
A consultation is a focused conversation about your circumstances, with the numbers run for the options in front of you. You leave knowing what a decision costs and what the alternative would have saved.
What you get
Why clients hand this to us
Accuracy you can rely on
A multi-point review runs on every engagement before anything is submitted.
Fast turnaround
Most work is completed within a few business days of receiving your documents.
A real advisor
You speak to the person doing the work, not a call centre queue.
Secure and private
Documents move over an encrypted channel and stay confidential.
Flat, upfront pricing
You approve the price before we start, and it does not change afterwards.
Is this for you?
This service fits if…
- Anyone weighing a decision with a tax consequence attached
- People with income from more than one source or state
- Employees receiving RSUs, ISOs, or other equity compensation
- Anyone considering a move between the US and India
- Taxpayers who want a second opinion on advice they were given
How it works
A clear path from start to finished
- 01
Free consultation
A no-cost call to understand your situation, goals and deadlines.
- 02
Secure document collection
We send a checklist tailored to you and collect everything over an encrypted channel.
- 03
Preparation and review
We do the work, then run a multi-point accuracy review over it.
- 04
Your approval
You review and approve before anything is submitted anywhere.
- 05
Filing and ongoing support
We file, confirm acceptance, and stay available for the rest of the year.
FAQ
Common questions
What does a consultation cost?
The first consultation is free and carries no obligation. If the work that follows goes beyond that conversation, we quote a flat fee upfront and you approve it before anything begins.
What should I bring?
Your most recent tax return and a short description of the decision you are weighing is enough to start. We will ask for anything else we need.
Can you advise on both US and Indian tax?
We advise on the US side and coordinate with your Indian CA where a position affects both countries, so the two filings do not contradict each other.
Related
You may also need
Let us get this handled properly
Book a free consultation and see how much easier this is with the right advisors in your corner.
- Reply in one business day
- Flat, upfront pricing
- No obligation