60 minutes. One page.
Know exactly where you stand.
You moved to the U.S. — or your money, your company, or your family crosses a border. Three advisors gave you three different answers. This session replaces guesswork with a map.
Built for the moment when everything is a question.
A full structuring analysis is the right tool once the big decisions are framed. The Orientation Session is for the step before that — when you need to know which decisions exist, what order they come in, and what getting them wrong would cost.
Exactly how the hour is spent.
No sales pitch disguised as a meeting. A structured working session with a fixed shape:
Your facts, confirmed
I lead with a short list of questions — residency timeline, who owns what, who does what from where, how money moves, and what's already in motion. You talk; I take notes.
Your map
- Where you stand — your U.S. residency status this year and what it makes taxable
- Your realistic paths — the 2–4 structural options that fit your facts, and the specific numbers that decide between them
- The clock — which decisions are time-sensitive this year, and which transactions should wait
- Your filing list — every form that applies to your household, with deadlines and penalty exposure, usable whoever prepares them
- What it should cost — honest fixed-fee ranges for what your situation actually requires, from me or anyone competent
Your questions
Open floor. Anything answerable from the framework gets answered live. Anything that needs research or computation goes on the follow-up list — answered precisely in your written summary, not guessed at on a call. Precise answers in writing is the point of how I work.
A one-page summary, in writing, within 3 business days.
Your situation as stated. The paths and the deciding factors. Your filing list with deadlines. Time-sensitive items flagged. And a single fixed-fee quote for any next step you choose — not a range.
It's the document you can hand to a spouse, a business partner, or a foreign advisor and say: this is where we stand.
What this session is not
It is not a tax opinion, return preparation, or a computation — and it's not advice to act on alone. It's orientation, based on the facts you state, designed to make your next decision an informed one. Anything deeper is scoped and quoted in writing before a dollar is spent. That's the deal, and it's in the engagement letter in plain language.
Behind on past filings? If there are years of unfiled FBARs, unreported foreign income, or missed foreign-company forms, start with our IRS catch-up & disclosure service instead — it's built for exactly that, and it begins with its own assessment.
Stop collecting opinions. Get a map.
Book the session, send four short answers ahead of the call, and walk out an hour later knowing exactly what your situation requires — and what it should cost.
Book your Orientation Session — $750