We serve expats and small businesses with unparalleled expertise.
Affordably.
Seamlessly.
Get professional services that are personable and tailored to your needs!
About
Embracing the American dream shouldn't be a tax nightmare.
At SumTABS, we take the stress out of finances for foreign nationals entering the US. We’re your one-stop shop for TABS: Tax, Advisory, and Bookkeeping Services.
Tax: We navigate both expat and inpat tax complexities so you can focus on building your future, not worrying about running afoul of tax agencies.
Advisory: Our experts provide specialized guidance on tax equalization, ensuring fair compensation, and addressing tax protection concerns. Need a financial sounding board? We offer CFO advisory services for small businesses under $10-$15 million in revenue.
Bookkeeping: Small businesses with unique needs are our specialty. We leverage QuickBooks Online, making things smooth whether you’re already using it or transitioning for the first time.
Let SumTABS handle the numbers. You focus on living the American dream
Services
Tax, Advisory and Bookkeeping Services
Entering the USA as a foreign national is an exciting adventure, but navigating unfamiliar tax codes can quickly become a headache. Whether you’re a talented professional brought here by a dream job or simply starting a new life, SumTabs is your best option.
Our team of experts simplify expat taxes and complex filing requirements, ensuring you maximize deductions and achieve your financial goals. We handle the numbers, so you can focus on building your American dream with peace of mind.
Tax Services
Expat/Inpat Taxes
Our team of experts simplify expat taxes and complex filing needs, ensuring you maximize deductions.
Tax Notices
We can assist with the IRS and State tax notices. We can also help with tax audit issues.
Expert Advice
We're the world's foremost experts on tax equalization, tax protection, and gross-up adequacy policies.
At SumTABS, we’re more than just tax preparers. We’re the world’s foremost experts in navigating the complexities of tax equalization, tax protection, and gross-up adequacy policies. These can be confusing topics, especially when dealing with a new employer or relocation.
CFO Advisory Services
Think of us as your virtual CFO, providing expert guidance on- Financial strategy and planning, Cash flow management, Profitability analysis, and Financial reporting and compliance. Focus on what you do best – running your business.
Advisory Services
Tax Equalization
Expert guidance on minimizing tax liabilities, maximizing deductions, and optimizing tax strategies.
Tax Protection
Understand your rights and responsibilities under your employer's tax protection plan.
Gross-Up Adequacy
Evaluate if your employer's gross-up policy adequately covers your increased tax obligations.
Book Keeping Service
Efficiency
We leverage the power of QuickBooks Online, a user-friendly platform that simplifies financial management. Whether you're already a QBO pro or just starting out, we've got you covered.
Expertise
Get the peace of mind with professional bookkeeping services at low cost minus the complexity. Our experts handle the books, while you focus on business growth.
Seamless
Not currently using QuickBooks Online? No problem! We can guide and help you through a smooth transition, ensuring your financial data is accurate and readily accessible.
Industries
We handle, so you create future.
Why us
Trusted experts with years of experience and industry insights
Experts in Expatriate taxation
Professionals with Big 4 Experience
Streamline bookkeeping without breaking your bank
Resolve tax notice matters
On call assistance
Unparelled proven expertise.
Serving a thriving community of satisfied customers.
A dedicated team of experts at your service.
Guided by integrity, trust, and client-centricity, our values drive everything we do.
Integrity
Uphold high ethical standards and act with honesty, transparency, and professionalism in all our interactions.
Trust and Confidentiality
Understand the importance of trust and confidentiality in your client relationships.
Objectivity
Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding.
Expertise
Expertise that instills confidence.
Long-Term Relationships
Build long-term relationships based on trust, open communication, and mutual respect.
Scalability
You focus on growing your business and we will scale our services to meet your needs.
Testimonials
Those who trust us
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