My focus is to help you with ...
Transition your finances between the US and India - smoothly and efficiently
Plan your taxes across both countries with clarity and confidence
Stay fully compliant without the stress of navigating complex rules
US Tax Advisory
Understand specific details of tas status, dual taxation, compliances and ensure peace of mind in US and India
India Tax Advisory
Optimize reitirement benefits, dual taxation between India and US, time capital gains and more..
US to India Relocation Planning
Optimize US–India taxes, investments, and asset transitions with a clear relocation strategy.
India to US Relocation Planning
Structure your finances across India and the US so you can relocate with clarity, compliance, and confidence
Special Situations Advisory
Ensuring Tax and Regulatory compliance before getting your Greencard, Selling a house in India, Giving gifts to parents or children, Inheritance planning.. and more
Tax Planning and Compliance Review for Greencard
Ensure your taxes are filed correctly and compliance with FATCA, FinCEN and other regulations
Tax Planning for your 401k, IRA and Roth IRA
Maximize pre-tax contributions and minimize taxes on withdrawals