Moving abroad
Review state residency, foreign income, accounts, business ownership, retirement plans, and pre-departure decisions.
Review a move abroadFocused Tax Advisory
Get clear tax guidance before making a decision that may be difficult to reverse.
TaxSpectra’s Tax Strategy Session is a focused, paid advisory engagement for one defined tax decision. We review the facts, identify the tax issues, compare available approaches, and provide a clear Tax Decision Brief outlining what deserves attention and what should happen next.
Focused analysis for business, international, investment, trust, and IRS-related decisions.
Bring the decisionOne decision.
A clear written path.
A clear written path.
- 01Relevant facts
- 02Tax issues
- 03Options
- 04Tradeoffs
- 05Next actions
Coordinated outcomeTax Decision Brief
Who it is for
Designed for decisions that need more than a quick answer.
This product is best when you can define the decision but need help understanding its tax consequences, tradeoffs, deadlines, and next steps.
- Americans preparing to move abroad
- Business owners evaluating entity or compensation changes
- Investors preparing for a large transaction
- Employees managing RSUs or stock options
- Trustees or families evaluating a trust-related tax issue
- Taxpayers who received an IRS notice
- People facing a major financial decision with unclear tax consequences
One decision, examined in context
Examples of decisions we can review.
S corporation election
Evaluate payroll-tax effects, reasonable compensation, state taxes, filing costs, payroll, and administrative burden.
Evaluate an S electionSelling appreciated investments
Review holding periods, tax lots, available losses, estimated payments, state exposure, and charitable alternatives.
Review a potential saleExercising stock options
Compare exercise timing, income character, cash requirements, withholding, holding periods, and possible AMT considerations.
Model an option decisionTrust or inheritance decision
Review tax classification, basis, distributions, filing obligations, and coordination with legal counsel.
Review a trust issueIRS notice
Identify the issue, deadline, documents required, possible response paths, and whether representation is appropriate.
Review an IRS noticeWhat you receive
A clear written analysis, not just a conversation.
The Tax Decision Brief records the situation reviewed, the issues that matter, the available paths, the tradeoffs, and the next actions. It is a professional advisory deliverable, not a legal opinion or a promise of a specific tax result.
Decision summary
The situation, objective, and assumptions reviewed.
Key tax issues
The federal, state, international, business, investment, trust, or IRS matters that deserve attention.
Options and tradeoffs
Available approaches, meaningful limitations, and risks.
Recommended next actions
Implementation steps, deadlines, documents, and follow-up items.
Scope recommendation
A responsible path for implementation, preparation, representation, or ongoing advisory when needed.
How it works
A focused process built around one decision.
Every engagement follows TaxSpectra’s structured advisory process to identify relevant filing requirements, documentation needs, planning opportunities, risks, and next actions.
- 01
Define the decision
Identify the specific decision, concern, or transaction that needs review.
- 02
Complete the intake
Provide the relevant facts, documents, dates, and objectives through a secure, structured process.
- 03
Advisor analysis
TaxSpectra reviews the tax issues, assumptions, alternatives, deadlines, and supporting records.
- 04
Strategy session
Discuss the findings, questions, tradeoffs, and recommendations directly with the responsible advisor.
- 05
Tax Decision Brief
Receive a written summary of the analysis, recommended next actions, and any follow-on scope.
Included
A defined advisory scope.
- One defined tax decision
- Structured intake and review of submitted information
- Professional advisor analysis
- One focused strategy meeting
- A written Tax Decision Brief
- Clear next-step recommendations
- A limited clarification period after delivery, as defined in the engagement scope.
Not automatically included
Clear boundaries before work begins.
- Tax-return or amended-return preparation
- Legal document drafting or formal legal opinions
- Investment recommendations or financial planning
- Formal valuations or extensive bookkeeping reconstruction
- IRS representation beyond the defined review
- Implementation work not expressly included
- Additional unrelated tax questions
Follow-on work can be scoped and quoted separately when needed.
Decision Center
Explore the issue before booking.
These educational tools can clarify the questions worth reviewing. They do not replace personalized professional analysis.
International Private
FEIE vs. Foreign Tax Credit
Compare the principal considerations in excluding earned income versus claiming foreign tax credits.
- Who it is for
- Americans abroad evaluating double-tax relief.
- What you will get
- A directional comparison and questions for professional review.
Business Private
S Corporation Decision Engine
Explore whether an S corporation election deserves a closer professional analysis.
- Who it is for
- Profitable owner-operated businesses.
- What you will get
- A directional estimate, friction factors, and planning questions.
Investing Private
Capital Gains Strategy Engine
Model a potential sale using basis, holding period, losses, income, and state assumptions.
- Who it is for
- Investors considering a meaningful taxable sale.
- What you will get
- Estimated tax effects and scenario-sensitive planning issues.
IRS Private
IRS Notice Decoder
Identify the general issue, urgency, and likely next steps from an IRS notice number.
- Who it is for
- Taxpayers who received unfamiliar IRS correspondence.
- What you will get
- Plain-language context, timing considerations, and a next-step path.
When the scope is broader
Not every situation fits a single-session engagement.
These engagements are planned next. Until their dedicated pages are published, the initial consultation can help establish the responsible scope.
Project-Based Tax Strategy
For a defined issue requiring deeper modeling, document review, or implementation.
Pricing
Clear scope before work begins.
Fixed fee based on the decision and required analysis
The decision, required records, depth of analysis, deliverable, and fixed fee are confirmed before the engagement begins. More complex matters may require a broader project or diagnostic review.
Discuss the decision and scopeFrequently asked questions
Know what you are buying before you begin.
Is this a free consultation?
No. This is a paid advisory engagement that includes professional analysis and a written Tax Decision Brief. The scope and fixed fee are confirmed before work begins.
How many questions can I cover?
The engagement is designed around one defined tax decision. Separate or unrelated issues may require a broader diagnostic review or additional project scope.
Will TaxSpectra prepare my tax return?
Return preparation is not automatically included. It may be quoted separately when appropriate.
Can TaxSpectra guarantee tax savings?
No. Recommendations depend on the law, the facts, available documentation, timing, and the client’s broader objectives.
Can this be used for an IRS notice?
Yes, when you need an initial analysis of the issue and available paths. Active response work or representation requires a separate engagement.
Does TaxSpectra provide legal or investment advice?
No. TaxSpectra provides U.S. tax analysis and coordinates with qualified legal, investment, foreign-country, or financial professionals when necessary.
What should I provide before the session?
The required documents depend on the decision and may include returns, notices, entity records, transaction details, account statements, compensation records, trust documents, or travel information. Do not submit sensitive records through the public booking form.
What happens after the session?
The Tax Decision Brief outlines next actions and identifies whether implementation, preparation, representation, or ongoing advisory is recommended.
The next step
Make the decision with a clear understanding of the tax consequences.
Bring TaxSpectra one defined decision. We will identify the relevant tax issues, compare the available approaches, and provide a clear written path forward.