US Tax Advisory

Whether you are a US citizen, green card holder, or a non-resident with US connections, tax rules can be confusing and often lead to costly mistakes if not planned correctly. We help you understand your US tax obligations and come up with a clear personalized strategy

Many clients come up with questions such as :

  • Do I still need to file US taxes after moving out of the US?
  • How is my foreign income taxed in the US?
  • How can I avoid double taxation between the US and India?
  • What are the implications for my investments, retirement accounts, or property?
  • What compliance requirements apply to me (FBAR, FATCA, etc.)?

How I Help

  • Once you book a consultation i take time to understand your:
  • Residency and citizenship status
  • Sources of income across countries
  • Investment and asset structure
  • Short-term and long-term financial goals
  • Based on this, I help you:
  • Understand your US tax obligations clearly
  • Navigate cross-border taxation and treaty benefits
  • Identify opportunities to optimize your tax position
  • Avoid common compliance pitfalls and penalties
  • Align your tax strategy with your overall financial plan
  • For clients with filings in both the US and India, I also recommend reviewing both positions together to ensure consistency and alignment across jurisdictions
Scope of Services

My services are focused on tax consultation, strategy, and review.

  • I provide guidance on your tax position, planning opportunities, and compliance requirements
  • I also offer a review of your tax returns to ensure alignment with your overall cross-border financial strategy and long-term plans

Each consultation is tailored to your specific situation.

How you Benefit

  • After the session, you will receive
  • A clear summary of your tax position
  • Personalized recommendations and next steps
  • A practical checklist with timelines
  • Confidence in managing your US tax obligations

Cross-Border Perspective

I also take into account your US tax position where relevant, so your India tax decisions are aligned with your overall cross-border financial strategy. Where applicable, I can review both your India and US tax positions together to ensure consistency and coordination across jurisdictions.

I do not prepare or file tax returns, allowing me to remain fully focused on advisory and strategic planning