Flat Fees, Known Before You Decide
Packages are based on how complex your situation is. Prices are indicative and confirmed before any work starts.
See Which Package Fits
Pick the closest description.
Not sure which describes you? The free assessment recommends one.
The Packages
Anyone. Names the issues your situation raises and how urgent each one is.
- Automated. No numbers, no advice.
A simple situation — salary or pension, savings, no companies or trusts.
- Prepared and signed by a licensed accountant.
One wrinkle — foreign funds, one company, or a large gain.
- Licensed accountant, plus an internal check.
Several entities, trusts, or high exposure.
- Licensed accountant, plus a second sign-off.
Turnaround, Measured Against Your Date
Choose a month to see your planning window.
Every package's turnaround is measured against your residency date. If the fit is tight, we tell you before you pay.
Every Paid Package Includes
- A written assessment of your situation, in English or Spanish
- Your residency date worked out, with any choices you still have about it
- Each flagged issue analysed, with what each option would mean
- The reporting you'll need in year one
- Prepared and signed by a licensed accountant (CPA or EA)
- The document is yours to take to any advisor you choose
What's Not Included
- Legal advice or legal documents. Where an issue is legal, we say so and recommend a qualified attorney — we don't name or refer you to any firm.
- Preparing or filing tax returns. The assessment is planning, not compliance — though you can take it to whoever prepares your return.
- Investment advice.
Common Questions
Why a range instead of a fixed price?
Because the work depends on what you own. We confirm the exact fee after a short intake — before any work starts, and you can walk away at that point.
Who does the work?
A licensed accountant — a CPA or Enrolled Agent — prepares and signs every assessment. Standard adds an internal check; Complex adds a second sign-off.
Do you prepare my tax return?
No. The assessment is planning before you move. You keep it and can take it to whoever prepares your return.
Can I pay in Spanish, and get the document in Spanish?
Yes to both. The whole service is bilingual.
What if my situation turns out to be simpler than the package?
We tell you, and quote the lower package.