Tax Compliance
Clarity on Compensation Before the Return is Filed
We help CPA firms and global employees review, map, and justify the taxability of compensation components, from stock grants to relocation benefits.

Our Values Define Us
Structured Taxability Analysis
We document treatment with logic, not guesswork. Every assumption is backed by clear reasoning and citations.
Mobility and Payroll Ready
Deliverables serve both the return filing team and internal payroll or global mobility leads.
End-to-End Coordination
Each review is aligned with filing and compliance deadlines to reduce year-end surprises.
Firm-First Formatting
CPA firms receive branded summaries, calculation sheets, and version control for smooth handoff and audit readiness.
Track your entire tax journey from start to finish
- START
1
Schedule a Call
2
Upload Docs
3
Return Preparation
4
Return Finalized
- DELIVERY
What’s Included in Tax Preparation
01
- Detailed memos defining U.S. tax treatment for each compensation element
- References to IRS code or treaty articles
- Supports audit defense and internal consistency
02
- Estimate net pay after tax for outbound employees
Reverse-calculate gross compensation required to meet target take-home pay
03
- Equalization statements based on hypothetical tax, shadow payroll, and employer gross-up rules
- Reconciliation of home and host country obligations
04
- Review of RSUs, stock options, ESPPs, and phantom equity
- Timing and source-based taxation for multi-year equity events
- Deferral plans evaluated for U.S. and global tax impact
05
Review of housing, relocation, education, and COLA
Identification of taxable vs non-taxable treatment
Analysis of employer gross-ups and exclusions under applicable tax law
05
Compensation breakdowns formatted for use in payroll, tax equalization, and filing
Delivered and tracked through SIMBA with version control and comments
We adhere to international standards for data handling and security.
Encrypted data storage
GDPR, SOC 2 Type II, and ISO 27001 certified
Hosted on AWS for secure, reliable infrastructure

Let’s Get Your Return Started!
You’ll be guided through every step from onboarding to final filing with expert support always available.
