From Eight Questions to a Signed Assessment
Answer Eight Short Questions
About your move, your status, and what you own. One question per screen, tap to answer, “not sure” always available. No account, no email required.
About 3 Minutes · Free
See Your Risk Areas
Your result shows each area that matters for you, in plain language, with how urgent it is against your residency date. No tax figures, no advice — just what's there and why it matters.
Instant · Free
Choose a Package
If you want the real analysis, we recommend one of three flat-fee packages based on complexity. You see the price and turnaround before deciding.
You Decide
Short Intake
We confirm the fee and ask for the documents we need — typically your last tax return, a list of what you own, and your travel dates. Everything through a secure client portal.
1–2 Days
A Licensed Accountant Prepares Your Assessment
Your residency date, each issue analysed, what each option would mean, and the reporting you'll face in year one. Standard adds an internal check; Complex adds a second sign-off.
5 Days to 5 Weeks
You Get the Written Assessment
Signed, in English or Spanish. It's yours — take it to any accountant, advisor, or attorney you choose.
Delivered in the Portal
About Your Information
The free assessment asks nothing that identifies you. If you add an email or a document, it's used to send your result and to quote a package — nothing else. Paid work happens through a secure client portal. We never sell or share your information.
Start with the Free Part
See your risk areas first. Decide about the rest afterwards.