Book a Tax Strategy Consultation
Get personalized guidance from experienced tax professionals. We'll review your situation and create a custom optimization plan tailored to your income, business structure, and goals.
What's Included
- 60–90 Minute Video Call — In-depth review of your situation, goals, and current structure
- Custom Tax Plan — Tailored jurisdiction and entity strategy for your specific circumstances
- Implementation Roadmap — Step-by-step action items with timeline and cost estimates
- Provider Referrals — Vetted attorneys, CPAs, and formation services suited to your strategy
- 2-Week Follow-Up Support — Email support after the call to answer follow-on questions
Consultation Types & Pricing
| Type | Focus | Price |
|---|---|---|
| Tax Strategy Review | Single jurisdiction focus | $597 |
| Relocation Planning | Compare 2–3 jurisdictions | $597 |
| Entity Setup Consultation | Structure optimization | $597 |
| Comprehensive Assessment | Multi-jurisdiction, entity + residency | $997 |
Who This Is For
Our consultations are designed for high-income founders, investors, and entrepreneurs who are seriously evaluating offshore tax strategies. Ideal clients include:
- Digital entrepreneurs considering Puerto Rico Act 60
- Business owners evaluating UAE or Singapore company formation
- Investors with significant unrealized capital gains
- High earners exploring legal international tax reduction
Satisfaction Guarantee
If you're not satisfied with the consultation, we'll refund your payment. No questions asked.
Consultations are educational in nature and do not constitute tax or legal advice. We provide strategy guidance and referrals to licensed professionals for implementation.