Tax Planning

Maximize Outcomes Through Expert-Led Tax Planning

We help CPA firms and global taxpayers plan ahead with accurate residency analysis, treaty optimization, and quarterly payment strategies that align with year-end compliance.

What’s Included in Tax Preparation

01

Residency Timing & Filing Strategy
  • Substantial Presence Test calculation
  • Dual-status year and exit planning
  • Coordination of part-year and full-year resident strategies

02

Treaty Positioning
  • Exemption claims for G-4, student, and researcher visas
  • Tie-breaker rule application
  • Treaty-based return position memos for CPA use

03

Estimated Tax & Guidance
  • Form 2210 planning for safe harbor compliance
  • Quarterly payment projections with tracking
  • Estimated liability by country of source

04

Income & Event Planning
  • Equity vesting, bonus timing, stock sales
  • Business or self-employment income positioning
  • Multi-country income stream planning and deferral

05

CPA Firm Support
  • Planning reports branded for your firm
  • Tax position documentation ready for review and file
  • Integrated handoff to return prep team via SIMBA

Business Impact & Key Benefits

Custom Planning for Every Profile

Each engagement is tailored to your income types, mobility pattern, and filing goals—no generic output.

Proven Tax Savings

We uncover opportunities in timing, exclusions, credits, and treaties to help reduce liability before returns are filed.

Built for Firms and Individuals

Whether you're a CPA team managing 50 clients or an expat filing solo, our delivery adapts to your needs.

Expert Guidance, Not Just Tools

Get hands-on insights from professionals experienced in global mobility, treaty structuring, and complex entity-linked tax scenarios.

Branded Output for Firms

CPA firms receive formatted planning memos and position notes under their own name, ready for final review or client delivery.

Track your entire tax journey from start to finish

  • START

1

Schedule a Call

2

Upload Docs

3

Planning Kickoff

4

Receive Summary

  • DELIVERY

Choose a Planning Path

Standard Plan For Individuals

$450

/ Year

Enroll Now
  • 1:1 consult with tax expert
  • Residency and tax exposure review
  • Safe harbor estimate
  • Tax plan summary

Advanced Plan for CPA Firms

$299

/ File

Enroll Now
  • Branded report for firm delivery
  • Coordination with return team
  • Quarterly payment matrix
  • Residency tie-breaker support
  • Tax strategy documentation

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

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Let’s Get Your Return Started!

You’ll be guided through every step from onboarding to final filing with expert support always available.

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