What it is
A meeting with Kit for advice on a tax question about your own situation: what the rules mean for you, what your options are, and what each would cost in tax. It is a separate, paid service. We tell you the fee when you book. A meeting to start a service, such as a tax return, business formation, bookkeeping or payroll, is different: that first meeting is free.
Who needs it
- Someone about to sell a home, a rental or a property abroad
- Someone moving to the United States, or leaving it
- Someone receiving a large gift or inheritance, here or from abroad
- A business owner weighing a decision, such as an S-corp election or hiring
- Anyone unsure whether a filing, such as an FBAR or Form 5471, applies to them
What we do
- Go through your question and the facts behind it
- Explain how the rules apply to your situation
- Set out your options and what each means for your tax
- Tell you which filings and deadlines follow
- If you then want Kit to do the work, tell you what that service involves and its fee before it starts
What to bring
- Your question, written down, with the key dates and amounts
- Last year's tax return
- The documents the question is about, such as a sale contract, a letter or an account statement
What happens next
When you book, choose “Tax question (paid consultation)” and we tell you the fee. Meetings are in the office or by Zoom, Teams, Google Meet, WeChat or WhatsApp.
