Our dedicated team collaborates closely with you to gain deep insights into your taxes, and help you navigate to lower the tax burden of your relocation.
- Our Mission
We educate and empower you on taxes and compliance instilling confidence in your tax planning journey.
We simplify complex tax concepts into plain, straightforward language, eliminating the need for deciphering jargon.
We empower you with actionable recommendations, giving you complete control over your tax situation.
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.
- Our Capabilities
Tailoring plans using listed capabilities
Investment Planning
We analyze your current investment approach and engage in insightful discussions to provide recommendations for your next steps. For clients seeking ongoing investment services, we encourage you to explore our comprehensive Wealth Management service. By leveraging our expertise, we aim to optimize your investment strategy and assist you in achieving your financial objectives.
Retirement Planning
Whether retirement is a distant goal or just around the corner, we are here to assist you in reviewing your current retirement plan and making necessary decisions to ensure its success. At every step of the way, our goal is to provide you with the information and support needed to make confident and well-informed choices.
Education Planning
We understand the importance of balancing education planning with your overall financial goals, and we're here to assist you every step of the way. By working together, we can ensure that education planning becomes an integral part of your comprehensive financial plan, helping you make informed decisions, educational future while maintaining your overall financial well-being.
Our process
Getting to Know You
Prior to formal engagement, we prioritize understanding your personal situation, financial goals, and key concerns that drive your search for financial advice. This forms the basis for a mutually agreed-upon scope of work. Please find below a comprehensive list of our capabilities.
Gaining Clarity on Your Finances
Our comprehensive planning engagements start by jointly assessing your balance sheet and cash flow. Access our secure client portal to upload documents or link your accounts electronically.
Building Your Financial Vision
We collaborate with you to prioritize your goals and assess the financial choices and risks involved in achieving them. Through close partnership, we establish a baseline projection of your future financial wealth, providing a roadmap for your success.
Analyzing Tradeoffs
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
We are here to address any questions you may have as you implement your plan. Additionally, for clients seeking an ongoing partnership, we provide comprehensive Tax Planning Services.
