Our Services

• Expat Exploration ($199.99 Flat Fee). A one-hour Zoom call to evaluate your financial health for expat life. No further advisory obligations.

  • Personalized Insights...Get tailored advice to navigate your unique financial situation in Asia.

  • Immediate Action Steps...Receive actionable recommendations to improve your financial well-being

• Expat Education ($2,999.99 Flat Fee). Receive a full financial plan after just two meetings. No further advisory obligations.

  • Self-Implementation...Empower yourself to implement the plan with confidence

  • Expert Guidance...Benefit from professional advice to ensure your financial success

• Expat Enlightenment (One-time fee of $999.99 plus $499.99/month). Enjoy ongoing comprehensive financial planning with at least four meetings per year...we will build a trusted long-term relationship.

  • Long-Term Partnership...Build a trusted relationship for continuous financial advice

  • Holistic Approach...Address all aspects of your financial life for sustained growth and security.

• Individual Tax Filing + FBAR ($699.99 Flat Fee*). This is suited for taxpayers with mostly earned income (W-2 / 1099/ Social Security). We will do at least two Zoom meetings with you. In the first meeting, we will explain our policies and procedures and how we can achieve a successful tax season together. In the second meeting, we will review your taxes with you prior to filing and explain basic tax strategies to implement for next year in order to boost your future return! In many instances, the potential tax savings exceed $699, so our service fee can potentially pay for itself in future tax savings!

• Small Business Entity Tax Filing + FBAR ($1,199.99 Flat Fee*). This is suited for small businesses that file either Schedule C (attached to personal Form 1040), Form 1065, Form 1120S, or Form 1120. We will do at least two Zoom meetings with the business owner(s). In the first meeting, we will explain our policies and procedures and how we can achieve a successful tax season together. In the second meeting, we will review your business tax return with you prior to filing and explain basic tax strategies to implement for next year in order to boost your future return! In many instances, the potential tax savings exceed $1199, so our service fee can potentially pay for itself in future tax savings!

• Tax Planning ($1,999.99 Flat Fee). If you are interested in how to save on future taxes only, this service is for you! We will leverage Intuit Tax Advisor to model future income and tax payments, and develop strategies to minimize your future tax liability.

*Eligible for $100 Customer Appreciation Rebate. Rebate will be issued when taxes are filed and IRS accepts return.

How Do I Qualify for the $100 Customer Appreciation Rebate?

• Via Intuit Link: Digitally Sign Client Engagement Letter, Answer Client Questionnaire, and Upload Requested Documents within 7 Business Days

• Return Followup Emails/Phone Calls from Ando Arashi within 3 Business Days