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WHAT I OFFER

Financial services that go where you go.

Whether you're filing taxes from a villa abroad, structuring a six-figure business, or figuring out what to do with money you've suddenly inherited - I've built services to meet you exactly where you are.

Services

EXPAT · NOMAD · ABROAD

International & Expat Tax Planning

01

US citizens living abroad still file US taxes - but the rules are intricate and the opportunities are real. I handle FBAR/FATCA compliance, the Foreign Earned Income Exclusion, foreign tax credits, and streamlined filing for those who've fallen behind. No judgment. Just solutions.

ENTREPRENEUR · BUSINESS OWNER

Business Tax Strategy & Entity Structure

02

Is an S-Corp right for you? Should you be taking a salary? When does a Solo 401(k) make sense? If your business income has crossed into territory where structure matters, let's build something that minimizes your tax burden and protects your assets.

FINANCIAL TRANSITION · INHERITANCE · DIVORCE

New Wealth & Financial Transitions

03

Coming into money - or into control of your own finances for the first time - is a significant moment. I provide a clear-eyed, judgment-free analysis of where you stand, what to do first, and how to build a foundation you can trust.

RETIREMENT · LONG-TERM PLANNING

Retirement for Non-Traditional Lives

04

No employer 401(k)? Career gaps from homeschooling? Lumpy, non-linear self-employment income? Retirement is still achievable - and with the right structure, potentially more tax-efficient than you'd expect.

Services

Filters

California Exit Tax Guide

Leaving California to worldschool or live abroad? The FTB doesn't let go easily. This guide breaks down California's two-part tax trap - the income tax that quietly takes 9–13% of your profits every year, and the $800 franchise fee that doesn't always disappear when you reregister your LLC elsewhere. Learn the exact checklist to establish nonresident status, the day-count rule that matters, and the sequence that closes California's claim on your income - legally and permanently.

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NYS Exit Tax Guide

New York is one of the most aggressive states in the country when it comes to taxing people who try to leave. It has two separate residency rules, a six-year audit window, and an entire department dedicated to departure cases.

This guide - written for worldschooling and expat families - covers what most CPAs don't tell you: the statutory residency trap, the "permanent place of abode" that keeps you on the hook even after you've changed your address, the LLC publication requirement that costs up to $2,000, and the no-income-tax states best suited for families who live internationally.

Five pages. No fluff. Written by a 15-year CPA and former NYS Tax Auditor who knows exactly how New York builds its cases.

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