Tax & financial planning for your life abroad
Support for American families preparing to leave, settling overseas, or traveling with children.
U.S. tax preparation
Get help preparing your U.S. tax returns while living in the United States or abroad. We’ll review your circumstances, identify the information needed, and agree on which returns and reporting work your engagement covers.
Proactive U.S. tax planning
Discuss the tax questions connected to your move, income, state residency, and financial decisions before the next filing season. Planning depends on your circumstances; moving abroad does not automatically eliminate U.S. taxes or guarantee savings.
Financial planning
Bring your family’s goals into focus and consider how today’s decisions connect with retirement, cash flow, and life changes. Financial planning is provided through my partnership with a registered investment advisory firm. Your engagement defines the services included; planning does not by itself include managing investment accounts.
How we’ll begin
1. Meet. Start with a free 15-minute discovery call about your family and priorities.
2. Agree on the work. We’ll discuss service fit, scope, and fees before you commit.
3. Take the next steps. Gather the information needed and begin the agreed work.
Common questions
Can we start before moving?
Yes. You can get in touch while exploring a move or preparing to leave.
Do you work with families already abroad?
Yes. I work remotely with Americans in the United States and overseas.
Do you advise on taxes in other countries?
My tax work focuses on U.S. matters. Consult a qualified professional in your destination country for local tax advice.
How are fees determined?
Fees depend on the services and complexity of your situation. We’ll discuss them before beginning an engagement.