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 & related compliance implications & how to tax-efficiently structure the same in advance especially if you foresee an upcoming a transition like Return to India etc.
What Is Covered
- Comprehensive case review from a 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 transition such as US Estate Tax, US Exit Tax etc.
- Identifying legally defensible tax-optimisation opportunities suitable to Client’s situation and goals.
- My review notes in PDF (includes a financial actions checklist)
- 2 (Two) 1:1 video calls of 60 minutes each to discuss the review findings & incorporating your feedback
- 15 days of email-based support
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 some additional fee to compensate for the additional effort involved at my end well prior to signing of terms.
- 18% GST shall additionally apply if billing address is located in India or payment is in INR.
Duration: ~ 1 month
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 are an existing Client & have previously availed Service # 1 – strategy review and need ongoing support beyond the end of the engagement
- You are a new Client need advice/second opinion on very specific tax or estate strategy question(s) & do not wish to undergo a comprehensive strategy review exercise at this time
- You are a Professional Services firm (e.g. CA/CPA/Attorney/Wealth Manager) & need ongoing advice/second opinion on complex US-India Cross-Border Tax questions pertaining to your US-India clients you deal with.
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 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, strategy review involves a proactive review basis the holistic details provided by you as part of a detailed profile assessment, wherein I am able to flag certain risks beyond the immediate questions/concerns you’ve raised. Please choose the service as per your requirement accordingly.
- 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.
- If you have a specific list of questions and don’t need ongoing support, you can provide the list of questions & I can provide an advisory 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 brief introduction call within 24 hours.