We do tax, bookkeeping, and advice for expats and small businesses.
Expert bookkeeping and tax solutions for businesses and expats. with 50+ years of combined experience and
Big 4-trained professionals you can trust
About
We simplify finances for expats and small businesses, with expertise you can trust.
We started SumTABS to make finance simple for people who live or work across borders, and for small businesses that want reliable support without the corporate complexity.
We combine decades of Big 4 and industry experience with a hands-on, transparent approach.
No jargon, no layers of process, just experienced professionals who listen, explain, and deliver work you can trust.
Whether you’re an expat navigating U.S. tax rules or a business owner managing growth, we help you stay compliant, understand your finances, and make confident decisions.
Services
Tax, Advisory and Bookkeeping Services
Entering the U.S. as a foreign national is an exciting step, but navigating unfamiliar tax rules can quickly become overwhelming. Whether you’re here for a new job or a fresh start, SumTABS makes the process straightforward and stress-free.
Our experienced team simplifies expat tax filings and compliance requirements, helping you stay accurate, maximize deductions, and meet every deadline with confidence. We handle the details, so you can focus on building your future in the U.S. — not worrying about paperwork..
Tax Services
Expat/Inpat Taxes
We handle tax filings for foreign professionals and returning Americans. From paperwork to deductions, we make sure your returns are accurate and your benefits aren’t missed.
Tax Notices
IRS or state notice in your inbox? We’ve got it covered. We carefully review, explain, and respond to notices for you, so you don’t have to deal with tax authorities.
Expert Advice
You don’t need to know every tax rule -that’s our job. We explain what matters, help you make informed choices, and ensure your taxes are done the right way, every time.
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.
Our team has deep expertise in tax equalization, tax protection, and gross-up adequacy, policies that can be confusing when you’re relocating or working with a new employer. We help you understand how these programs affect your pay, reimbursements, and benefits, ensuring they’re applied fairly and correctly.
We also provide CFO-level advisory for small and growing businesses.
Think of us as your virtual CFO, who offers clear guidance on financial strategy, cash flow management, and profitability so that you can make confident, informed business decisions.
Advisory Services
Tax Equalization
We make sure your company's relocation or global assignment policies are fair. Our experts review how taxes are handled across countries, helping you avoid overpaying and keeping your compensation balanced.
Tax Protection
If your employer offers a tax protection plan, we help you understand how it works and ensure you're reimbursed correctly. Our goal is to protect your income and reduce any unexpected tax costs.
Gross-Up Adequacy
We review your company's "gross-up" —the additional payment to offset your tax costs — to ensure it truly covers your obligations. If it falls short, we identify the gaps and guide you in correcting them with clarity and precision.
Running a business is exciting -but managing the books can take up more time than you’d like. At SumTABS, we offer a more innovative way to handle bookkeeping for small businesses earning under $10–$15 million in revenue.
We use QuickBooks Online to keep your accounts accurate, organized, and ready when you need them -all tailored to your business size and workflow.
Book Keeping Service
Efficiency
We use QuickBooks Online, a trusted cloud-based platform that keeps your books accurate and easy to manage. You'll always have clear, real-time financial records without the hassle of manual spreadsheets or delays.
Expertise
Our experienced team manages every detail — recording, reconciling, and reviewing your accounts with care and precision. You get dependable, up-to-date books that support better planning and confident business decisions.
Seamless
If you’re not using QuickBooks yet, we’ll manage the full transition for you. From data migration and system setup to report configuration, we ensure everything runs securely and efficiently, giving you clean, ready-to-use financial records.
Industries
We handle, so you create future.
Why us
Trusted experts with years of experience and industry insights
We’ve worked with global firms, multinational clients, and growing small businesses, giving us a complete understanding of how financial systems work at every level.
At SumTABS, we bring that knowledge to you -delivering Big 4–level expertise with personal attention and affordable service.
Unparelled proven expertise.
Serving a thriving community of satisfied customers.
A dedicated team of experts at your service.
Guided by integrity, built on trust, and focused on what truly matters — our clients.
We don’t just manage finances, we build long-term relationships based on transparency and respect.
Integrity
We do what's right, not what's easy. Every task is handled with honesty, care, and complete transparency from start to finish.
Trust and Confidentiality
We earn trust through consistency and respect. Your financial information is handled securely and kept completely confidential.
Objectivity
We provide unbiased, practical advice that puts your best interests first and helps you make confident financial decisions.
Long-Term Relationships
We build long-term relationships based on clarity and consistency. Your goals drive our work, and your success defines ours.
Expertise
Our team brings decades of experience in taxation, bookkeeping, and advisory — delivering accurate, dependable results backed by real-world expertise.
Scalability
We build processes that grow with you, ensuring your finances stay clear and reliable as your business expands.
Testimonials
Those who trust us
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