Why Abhinav
US-India Cross-border Tax is a narrow, high-stakes field. The quality of advice depends almost entirely on how deeply the advisor understands the intersection of both legal systems — and how much dedicated time they have spent thinking through the specific situation in front of them. Some of the reasons to choose me as your strategic adviser are as follows:
- Independence: I am a fully Independent consultant & don’t have any financial or referral based tie-ups/arrangements with any bank, insurance companies, wealth managers, any tax preparation or entity incorporation firms, etc. Given the amount of mis-selling going around, this itself can be your reason to hire me – to have someone completely independent have a look at your strategies and give you conflict free & unbiased advice.
- Exclusive & Advisory-Only Focus on US-India Cross-Border Tax for HNWIs: I am one of the very few advisors who practice exclusively in advisory-only capacity in the US-India cross border space. I don’t do any other work like entity incorporation, tax return filing, accounting, GST, audits, representation, valuations, etc. This focus allows me to use my limited time to research on the complex issues in this space. As a HNWI, this also benefits you that instead of talking to separate professionals in US & India wherein one doesnt know about other country’s laws, you speak to one person who is able to holistically review your tax situation from both country’s systems.
- Solo Professional: Given the complexity and high stakes involved in US-India cross border space, I work solo by choice. Every case, right from your first email interaction & introduction call with me to the research, drafting of the review notes, video call etc. is handled by me directly & not by any team members, junior associates or interns. As a Client, this ensures utmost privacy & bespoke attention to your case & means that the person you are speaking with on the call explaining the review findings to you is the same person who’s done the end-to-end deep work on your case.
- Review Mindset: The US-India Cross-Border strategy offered by most tax return filing firms is mostly shallow & used as a “loss leader” with the ultimate objective to gain multi-year US & India tax return filing work. In contrast, I charge specifically & only for a strategy review wherein I spend hours reviewing your case from a strategic mindset & this is what makes a significant difference in the outcome in terms of the precision & depth of the review findings & suggestions.
What Clients Have Said
“The consulting session with Abhinav was excellent, relevant and extremely insightful. What truly stood out was the personalized approach. Abhinav took the time to understand my financial situation, goals and challenges, ensuring that the advice provided was relevant and actionable. His guidance around US tax laws and how they would align with Indian tax laws for OCI holders was very useful in ensuring I took the right steps from the start. I would highly recommend at least an introductory session with Abhinav for every OCI holder planning to return to India or for all India tax related questions. Overall, my consulting session exceeded all expectations.”
“Abhinav possesses extensive knowledge of tax considerations in both India and the United States. He is patient and ensures that all questions are thoroughly addressed. Notably, he takes the initiative to ask for your questions and details in advance, allowing him to come well-prepared for your specific situation. This proactive approach ensures that the consultation is highly effective and personalized. Strongly recommended for anyone seeking expert guidance on cross-border tax matters.”
“The session with Abhinav was super useful and insightful. Abhinav came to the call prepared and not only answered all my questions but also had additional points I should be considering. My situation had questions on US treatment of PFIC and implications on Indian assets. Abhinav is a subject matter expert and is friendly as well. I would be going to him in future in case I need help with tax related situations.”
Advisory Service
I offer two kinds of advisory services as follows:
- Personal Tax Strategy Review (Comprehensive Evaluation, Flat Fee)
- Prepaid Advisory Retainer (For support on ongoing tax questions, Prepaid Fee for a set number of hours)
Details of each service is given below:
Service 1: Personal Tax Strategy Review
Who This Service Is For
You hold wealth in US & India & wish to understand the US & India Personal Tax & compliance implications & proactively wish to tax-optimise your US-India wealth especially if you foresee an upcoming a transition like Return to India, Surrender of Green Card etc.
What Is Covered
- Comprehensive case review from a strategic US & India Personal Tax Perspective covering the following areas:
- Reviewing tax residency for US & India as per the Tax Laws of both countries
- Review of the cross border tax implications of your key investments and providing directional recommendations for restructuring or liquidation.
- Screening for compliance risk exposures like PFIC, FEMA, Indian Black Money Act, IRS Foreign Information Reporting etc. and suggesting pathway for regularization and compliance.
- Screening for any related tax implications of the transition such as US Estate & Gift Tax, US Exit Tax etc.
- Identifying legally defensible tax-optimisation strategies suitable to your situation and goals.
- 3 (Three) 1:1 video calls of 60 minutes each to discuss my draft review notes in detail & suitably incorporate your feedback
- My review notes in PDF (includes a financial actions checklist)
- 30 days of support over email
Investment: USD 2,000.
- This is the standard fee applicable in most cases. For very limited cases involving significantly complex situations or questions, I’ll quote any additional fee applicable prior to signing of terms.
- 18% GST shall additionally apply if billing address is located in India or payment is in INR.
Duration: ~ 1.5 months
What You Walk Away With
- A clear strategic direction tailored to your specific situation — not a generic framework applied from a distance
- A mapped-out picture of your key tax risk exposures, practical optimisation opportunities, and concrete action points: what to do, what to avoid, and in what order
- The clarity needed before engaging lawyers, CPAs, or product providers — so those conversations start from a position of informed intent
- The confidence of knowing your situation has been properly thought through by someone with no stake in the outcome other than getting it right
Service 2: Prepaid Advisory Retainer
Who This Service Is For
- You have previously availed Service # 1 – Strategy review and need ongoing support on a need basis beyond the end of the engagement
- You are a new Client. Do not need a comprehensive review. Need advice on very specific tax strategy question(s)
- You are a Professional Services firm (e.g. CA/CPA/Attorney/Wealth Manager) & need ongoing advice/second opinion on complex Tax questions pertaining to your Clients on a need basis.
What is Included:
- In-depth review of the questions basis the details provided by you
- Response over email or brief review notes in PDF
- 1:1 video calls to explain the review findings & incorporate feedback
Investment:
- USD 1,250 for 5 hours of review effort
- 18% GST shall additionally apply if billing address is located in India or payment is in INR.
Validity: 12 months or extinguishment of prepaid hours whichever is earlier
Some Important Points:
- This service involves an advisory limited to the questions & facts/context you bring to me. As compared to this service, US-India strategy review involves a holistic & proactive review basis the comprehensive details taken by me as part of the profile assessment, which allows me to flag certain risks beyond your immediate questions/concerns. Please choose the service wisely as per your requirements.
- Hours calculation will include time spent in review of the case, preparing the response & discussion specific to your case. Time spent in research or other work not specific to the case will not be included.
- You shall receive a read-only access to a timesheet where you can view the time recorded towards the project.
- In limited cases, if you have very specific questions & need one-time advice, I can provide a flat fee quote. My minimum fee in such case is USD 750 + GST, if applicable.
Ready to Take the First Step?
I take up limited number of cases each month. If interested, please complete a short intake below. I will review your responses & get back to you with a link to schedule a complementary discovery call.