Tax Consulting

Strategy that compounds.

We design tax strategies that align with how you live, invest and grow — so every decision works in your favor across borders.

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Now accepting clients

15+

Years guiding global founders

120+

Countries served

25k+

Clients advised

24-48h

Avg. response

100%

Cross-border focus

Overview

Proactive planning, measurable savings.

Most tax savings happen before the return is filed. Our consulting engagements look at your full picture — entities, jurisdictions, income types and long-term goals — to surface opportunities most general advisors miss.

Engagements

Where we add value

From structuring your first entity to optimizing a complex global portfolio, our consulting engagements meet you where you are.

Entity Structuring

Choose the right vehicle — LLC, C-Corp, S-Corp or holding structure — for your goals and jurisdictions.

Cross-Border Strategy

Optimize how income flows between countries using treaties, transfer pricing and credits.

Wealth & Investment Planning

Plan around capital gains, dividend treatment, PFIC rules and estate exposure.

Growth & Exit Planning

Structure your business today for tax-efficient growth, M&A and eventual exit.

Risk & Audit Defense

Identify exposure early and document positions to withstand IRS or foreign authority review.

Executive Compensation

Equity, RSU, stock option and deferred comp planning across multiple jurisdictions.

How it works

From discovery to implementation in four steps

01

Discovery

We review your entities, income sources and goals to understand the full picture.

02

Analysis

Our team identifies opportunities, risks and treaty positions tailored to your situation.

03

Planning

We deliver a clear strategy with scenarios, timelines and expected outcomes.

04

Implementation

We execute the plan, coordinate filings and provide ongoing quarterly reviews.

Client Stories

Trusted by globally mobile families and founders

"Tavola untangled five years of expat returns and got us caught up with no penalties. The clarity was a relief."

Sofia Marquez

Founder, dual US/MX citizen

"Filing across three states and two countries used to be a nightmare. Now it's a 30-minute upload."

James O'Connor

Remote engineer, Lisbon

"They flagged a treaty position our previous CPA missed and saved us mid five figures in the first year."

Priya Anand

Investor & LLC owner

Ready to launch in the U.S.?

Let’s talk about your business goals and how we can help you enter the U.S. market the right way.