MEET TAX DIRECTOR

NANCY NGO KARIS, EA

She has served as a trusted advisor to high-net-worth individuals, specializing in the finance and technology sectors, navigating the intricacies of the tax landscape.

With two decades of experience in the international cross-border tax group  Nancy possesses a deep mastery of expatriate tax matters. 

Nancy is a seasoned Enrolled Agent based in the Metro New York area with over 20 years of elite-level experience, including a decade-long tenure within the Big Four accounting firms.

In a high-velocity environment, the greatest risk is a delayed decision. I hold myself to a standard of radical responsiveness.

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SPECIALTIES

International Cross-Border Taxation

Executive Compensation & Stock Options

Private Equity & Hedge Fund Reporting

Multi-State Tax Compliance

Strategic Tax Modeling

CREDENTIALS

20 years of experience with PwC and Deloitte 

Two decades w/ international cross-border tax group

UC Davis – BS in Managerial Economics 


Two decades w/ international cross-border tax group

Enrolled Agent (EA), Internal Revenue Service

APPROACH

For executives and high-net-worth families, technical accuracy is only the baseline; the real value lies in the data-driven foresight used to maintain it. My role is to provide the rigorous technical oversight necessary to keep your global interests and equity structures in perfect alignment.

I believe that sophisticated financial lives require a partner who moves at the speed of the markets. I hold myself to a personal standard of radical responsiveness, adhering to a 24-hour turnaround for my clients. By providing immediate access to fiscal modeling and structural insights, I ensure that when a time-sensitive decision arises, you have the clarity to act quickly and with confidence.


READY TO GET STARTED?

Let's partner together to ensure your tax and cross-border strategies are in order.

WORK WITH ME