You are a…

  • I’ll guide you through the complexities of foreign earned income exclusions, tax treaties, and compliance with U.S. and local regulations, so you can focus on enjoying life overseas.

  • I’ll help you create a tax plan that optimizes deductions, credits, and long-term savings—giving you confidence and peace of mind for the future

  • I have the patience, industry knowledge, and teaching skills to help you grow in managing your finances.

    Together we will prepare for a successful launch and manage your income as your business begins to boom.

  • I can organize your accounting and ensure you’re in compliance with regulations.

Services

(Among others)

  • Filing U.S. taxes while living abroad can be overwhelming. Whether you’re working in Germany or anywhere else in the world, I partner with German-based tax consultants at CWP Steuerberater and use my expertise in international tax law to make the process simple and stress-free. From foreign earned income exclusions to navigating tax treaties, I ensure full compliance while maximizing your deductions and credits.

  • Take the guesswork out of expat taxes. Whether you’re working overseas or splitting your time between countries, I’ll handle everything from FBAR filings to dual-residency complexities. My approach is tailored to your unique situation, ensuring compliance and minimizing your tax liability.

  • Optimize your taxes. Preparation, consulting, and filing services tailored to fit your business. Make sure you never miss a deduction.

  • Stay clear. Remain aware of and compliant with any federal, state, county, and local rules and regulations that govern your business.

  • Elevate yourself. Regardless of your starting point, we can empower you to manage your own finances in-house through individualized training and education.

  • Be timely. Engineer a payroll solution that works for you. Tax payments, employee payouts, and record-keeping, made simple and worry-free.

  • Set it and forget it. Quickbooks is only one piece of the puzzle. Create custom workflows that increase efficiency and ensure you’re not repeating your work.

  • Plan ahead. Define your goals within the framework of your budget. Generate one-click reports that make you shine at your next board meeting.

  • Get organized. Implement systems to ensure that you’re paying your bills on time and following up on outstanding invoices. Never leave a customer hanging again.

  • I’ve got you covered. Financial management can get in the way of your passion. Delegate your bookkeeping needs and free yourself up to do more of the work you love.

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