Full Name
Email Address
Phone Number
Which best describes your situation? International Taxation or Cross Border PlanningInternational Business OwnerUS Business OwnerReal Estate InvestorExecutive with Equity CompensationIndividual Taxpayer
Which applies to you? US citizen or resident with foreign income or assetsNon US person with US income or investmentsExpat living abroadRelocating into or out of the US
Do you have any of the following? Foreign corporations or partnershipsControlled foreign corporationsOffshore bank or investment accountsForeign trustsForeign rental propertiesInternational contractors or employees
Do you operate or earn income in multiple countries? YesNo
Which countries are involved?
What level of support are you seeking? Compliance onlyCross border tax planningEntity structuring and optimizationExit or relocation planning
Are you looking for proactive international tax strategy beyond annual filing? YesNo
Where is your business structured? US entity with foreign operationsForeign entity with US operationsEntities in multiple countries
Approximate annual global revenue Under 1M1M to 5M5M plus
Do you have: Cross border payrollTransfer pricing exposureMultiple subsidiariesInternational contractors
What are your current goals? Global tax efficiencyExpansion into new countriesRestructuringMulti jurisdiction compliance coordinationExit planning
Are you seeking CFO level or strategic advisory support? YesNo
Entity type S CorporationPartnershipC CorporationMultiple entities
Annual revenue Under 500K500K to 2M2M to 5M5M plus
Are you interested in proactive tax strategy and advisory support? YesNo
How many entities do you own? 12 to 34 plus
Do you operate in multiple states? YesNo
What are your primary goals? Reduce tax liabilityIncrease profitabilityPrepare for sale or exitImprove structure
How many properties do you own? 1 to 34 to 1010 plus
Do you own property outside the US? YesNo
Are you currently using: Cost segregationReal estate professional statusEntity structuringNot sure
Are you interested in portfolio level tax strategy and entity optimization? YesNo
Do you receive: RSUsISOsNSOsPerformance shares
Approximate annual income Under 250K250K to 750K750K plus
Have you lived or worked outside the US while earning equity? YesNo
Do you require cross border equity tax planning? YesNo
Are you anticipating a liquidity event in the next 12 months? YesNo
Primary income source W 2 employmentInvestmentsSide businessMultiple income streams
Do you have: Foreign accounts or incomeSignificant capital gainsCryptocurrencyNone
Are you seeking proactive tax reduction strategies? YesNo
What prompted you to seek advisory support at this time?
What level of engagement are you looking for? Annual compliance onlyOngoing tax planningComprehensive strategic advisoryCFO level support
Are you open to a private strategy consultation to evaluate risks and opportunities? YesNo
