Taxes, banking, credit and structure — from someone who did it and also does it. What I wish someone had explained to me when I arrived, instead of learning it the hard way.
USD 70 per hour · by video call
I read it myself and confirm whether this session fits. If I think it is not worth it for you, I say so before charging you.
When I arrived, the same thing happened to me that happens to everyone: the information was split in two and neither half worked on its own.
On one side, accountants who know the rules but never emigrated. They tell you which form applies, but not that the bank will ask for something you do not have yet, or in what order things should happen.
On the other, people who emigrated and share their experience. They know the real sequence, and they almost always have to clarify that none of it is tax advice — because it cannot be.
I did both. I moved, and I am also registered with the IRS to prepare and file returns. This session is that intersection: the sequence from someone who went through it, with the accountability of someone who signs.
Depending on your case. It is not a generic talk: you tell me your situation first and I arrive with your topics prepared.
Stated before you pay, not in the fine print.
Nothing about visas, green cards or immigration status. I am not an immigration attorney: that field has its own license and I do not hold it. If that is your question, I refer you to an immigration attorney I work with, and I do not charge you for the session.
And one clarification worth making, because it gets confused constantly: owning a company in the United States gives you no immigration status. They are two separate matters, and anyone suggesting otherwise is selling you smoke.
Nor is it legal advice of any kind. It is tax and financial orientation, which is what I am authorized to give.
Through the form below. Where you come from, how long ago you arrived or when you plan to move, and what worries you. It costs nothing and commits you to nothing.
I read it myself. If the short $29 consultation solves it, I say so. If it is a matter for an immigration attorney, I refer you. If this session is right, the payment and scheduling link goes out.
By video call, in English or Spanish. You leave with the order of what you need to do and in what sequence, in writing.
No, and you should know that before paying. I am not an immigration attorney: that field has its own license and I do not hold it. If your question is about visas, green cards or status, I refer you to an immigration attorney I work with, at no charge. This session is about what happens to your money, your taxes and your paperwork once you are here.
The financial and tax side of the first year: which return you owe and from when, what happens to the income and accounts you left behind, how to open a bank account here, how credit history gets built from zero, and whether what you do should run through a company or in your own name. It is what I had to figure out the hard way when I arrived.
Because I did both. I am an IRS-registered tax preparer with a PTIN and a Florida Notary Public, so I answer for what I sign. And I also moved: I went through the bank that said no, the first year with income in two countries, and credit at zero. An accountant who never emigrated knows the rule but not the sequence; someone who emigrated knows the sequence but not the rule.
USD 70 per hour. First you tell me your case through the form, I read it, and I confirm whether this session is right for you or whether your situation is solved another way. Only then does the payment and scheduling link go out. If I think it is not worth it for you, I will say so.
No. In fact the session pays off most before the move or in the first months, when decisions are still open: what to do with accounts back home, which point in the year is better to move given the tax calendar, which documents to get apostilled before you leave.
English or Spanish, whichever you prefer. It is by video call, so it does not matter where you are.
I read it myself and confirm whether this session fits. Not a commitment to buy.