How & why we work
Why did I create International Tax Counselor and wite my great book? I want to move tax law to the level that tax savings are IRS risk free. I want you to have tax knowledge. I want your tax planning to free of IRS tax risks.
The firms we serve typically are those that:
- Have clients with family residing outside of the U.S., international businesses or sophisticated tax planning needs,
- Occasionally serve clients with international tax issues, but don’t have someone on staff with the requisite expertise, or
- Are interested in offering international tax and estate planning services to clients.
We begin by discussing your client’s needs and the scope of our involvement. Then, working on-site or via the Internet, we review your client’s tax returns and financial documents, and advise you on the best course of action. We offer CPA's private classes on international taxation issues such as Form 5471, Form 8858, and Form 3520A and captive insurance planning. All we do is tax counseling. We do not prepare financial statements or tax returns. Your CPA will see us as a partner and not a competitor. You will see us source of stress free weath enhancement.
As needed, we work closely with international law firms and trust companies, as well as with attorneys who specialize in cross-border probate and immigration issues, criminal tax litigation, and civil tax litigation, to accomplish a client’s objectives. We also have relationships with captive insurance companies and family private trust companies that can facilitate international estate planning.
The nature of cutting-edge (innovative) tax planning is an absence of precedence. To eliminate risk, we obtain a written agreement with the IRS that guarantees the desired tax savings without risk of penalties. We bill on a project-fee basis to eliminate any surprises about the cost of our services.
Once your needs are known, a tax team is created to fit your individual requirements. The team only includes professionals that have proven themselves to us. We collaborate and work closely with your certified public accountant and attorney.