Business Tax Advisory
Business Tax Advisory Services for US Entrepreneurs Abroad and at Home
We believe your CPA should be a strategic partner to your business, especially if you’re moving abroad from the US. Whether you’re a rising entrepreneur facing significant transitions or an established business familiar with long-term thinking, we’re here to support you with global tax strategies that keep your tax bill trim, minimize risk, and allow you to confidently grow your business.
Proactive Tax Planning for Sustainable Growth
Taxes shouldn’t hold you back, and you deserve a CPA who does more than simply fill out forms that pass the IRS sniff test. Our advisory services produce dynamic strategies based on cross-border insights that ensure IRS compliance, giving you peace of mind and time to focus on your priorities.How Our Tax Advisory Service Works
We go beyond compliance to ensure that your and your business needs are considered holistically, building a custom plan meant to grow with you.
Step 1: Discovery Call
- Meet your advisor to discuss your business
- Review your previous year’s tax return
- Align on your needs and set expectations for the engagement
Step 2: Receive Your Global Tax Plan
- Receive a comprehensive roadmap covering tax-saving strategies
- Detailed walkthrough with your advisor reviewing the strategy for your unique business structure and tax residence
Step 3: Ongoing Strategy Sessions & Support
- Receive updates about tax-saving strategies tailored to your business
- Personalized communications to ensure you understand every recommendation and its benefits
- Ongoing email support
As a thank you for choosing us to be your collaboration partners, all individual tax returns are included in your business return package, including your spouse.*
*As applicable, conditions apply. Be sure to note on your submission form whether you have a spouse and how (if so) they are involved in your business.
Our advisory services are designed to be an ongoing partnership
- Centering you and your business priorities: Our proactive approach means you’re always a step ahead of tax obligations.
- Quarterly or Semi-Annual Check-ins: Regular updates and strategy adjustments depending on updates to international tax agreements or regimes.
- Ongoing Tax Performance Review: To ensure we’re continually optimizing per your business’ priorities and goals, taking full advantage of opportunities to reduce your tax burden.
Testimonials
See what our clients have to say about us.
Frequently Asked Questions
Have more questions? Then this section is for you!
What is involved in setting up a new US structure, and how long will it take?
The overall timeline varies based on your specific situation, but we handle the heavy lifting to minimize your effort. Whether you need to establish a US corporation or LLC, change your US entity, or understand how setting up a business in a foreign country changes how you file US taxes, we can ensure that ownership, payroll, and retirement plans are structured to your optimal benefit.
What will I need to do on an ongoing basis once everything is set up?
After we’ve aligned on your strategy, your ongoing tasks will vary and largely depend on the level of involvement you wish to have. They could include: working with us to determine your optimal salary, funding your US corporation from your foreign company’s profits, and establishing or continuing retirement contributions. Beyond that, we manage tax compliance and can coordinate with financial planners and your foreign tax team to give you back time to use as you please.
How much can I save in taxes with a new setup?
Savings depend on your income level, usually calculated as a percentage of your profits. We can provide personalized estimates for different income scenarios (e.g., $200k, $500k, $1M) so you can clearly see the value and select the best choice for you.
How involved do I need to be in this business advisory relationship throughout the year? What support with the IRS do you offer?
You can be involved as little or as much as you want to be. We aim to minimize your time commitment. By working with a dedicated financial planner who can speak on your behalf (with limitations), we simplify ongoing management to ensure you spend as little time as possible overseeing the mundane day-to-day details.
IRS support is included. Our team will review any IRS letters you receive, answer your questions related to the letter(s), prep responses, and handle communications with IRS agents as needed. Not encapsulated within our IRS support is defense in tax court, which is an unlikely situation to begin with but necessary to note as we are not lawyers.
What sort of initial investment might I be looking at if I partner with Rook for business advisory services?
Your exact quote will vary, but our basic annual tax compliance starts at around $6,000. Additional services—such as bookkeeping, payroll, state registrations, and liaison work with your financial advisor—can be tailored to your needs. This flexible arrangement helps ensure you only pay for the support you require. In general, a good rule of thumb is that if you’re a US business owner with over $200,000 in annual revenue, investing in business advisory tax planning is likely overdue and you could see an ROI as early as the first year.