Can you prepare or file my taxes?

Do you help with FATCA and FBAR compliance?

Yes. We ensure that all accounts under our management are structured for FATCA compliance and that clients are aware of FBAR reporting requirements. Our firm proactively coordinates with your tax preparer to ensure full transparency and accuracy in every disclosure.

Can you assist with Israeli tax residency planning?

Yes. We provide guidance on how residency affects your tax status in both countries. Working with Israeli accountants, we help you understand when you may become an Israeli tax resident and how to structure your finances accordingly to protect income and reduce future liabilities.

How do I pay bills and taxes in the US if I am abroad?

This is a matter of setting up your bank accounts correctly. We also offer the ability to pay bills, as well as pay your US taxes from your brokerage account. We can work with you to get this arranged.

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