Services
Our approach is rooted in proactive advocacy for those navigating international borders, diversified investments, and the high-stakes world of startup equity.
HERE TO HELP.
CB TG exists to help cross-border individuals, investors, and founders navigate the complex, master the technical, and build a financial legacy that is entirely their own.
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CROSS-BORDER
We turn jurisdictional friction into borderless opportunity. From tax treaty navigation to multi-country reporting for expats and international investors — we bring agility, protection, and logic to your worldwide footprint. It’s more than avoiding penalties; it’s expanding your reach, but with total security.
Our Cross-border services are for individuals outside the US with international investments as well as foreign nationals with domestic investments or looking to invest in the US.
- Taxation of US expatriates – What happens when you leave the US?
- Taxation of Foreign Nationals – What happens when you move into the US?
- Breaking state residency due to relocation
- Double Taxation mitigation
- Foreign tax compliance
- FATCA reporting requirements
- Foreign Bank Account Reporting Form - FinCEN Form 114
- Streamlined Foreign Offshore Procedures - for taxpayers outside the U.S.
- Streamlined Domestic Offshore Procedures - for taxpayers residing in the U.S.
HNW PROFESSIONALS
We turn complex wealth into strategic clarity. From tax optimization to proactive guidance for estates, portfolios, and private ventures — we bring rigor, foresight, and sophistication to your financial legacy. It’s more than tax compliance; it’s managing your success, but more intelligently.
This service caters to high-net-worth individuals and those who have HNW potential. This includes young employees who are coming into wealth for the first time because of their fast-track companies and established households with diversified investments including pass-through entity funds.
- Proactive tax estimates for W2 income and nonrecurring compensation (Quarterly calculations)
- Tax savings strategies from investments – spot tax deferral opportunities, fine-tune retirement contributions, and apply tax-loss harvesting to lower effective taxes
- Pass-through entity fund reporting – Schedule K1, tracking of basis, sale of investment
- Advisory team coordination – We work together so you can focus on what matters.
FOUNDERS
Let's move from operational complexity into financial clarity. From entity structuring to strategic tax planning for growth, payroll, and eventual exits — we bring precision, security, and edge to your fiscal strategy. It’s more than saving money; it’s running your business, but more optimized.
- Multi-year stock option tax planning, including exercises, AMT exposure, and withholding considerations
- QSBS planning, qualification review, and documentation support
- Entity structure planning, including S-Corp, LLC, and sole proprietorship considerations
- Navigating potential exit and liquidity opportunities
- Founder tax planning (personal+business) coordinating individual and entity taxes, including PTET elections when available, to optimize state tax (SALT) deductibility and overall federal tax results
- Preparation of Income and Expense Statement for self-employment or rental investments held personally
- Preparation of Financial Statements (simplified or non-attest) for business entities
- Retirement plan structure for business owners and their employees
CB TG supports entrepreneurs, start-up founders and employees, and small business owners who need accounting, tax consulting and compliance support, including the added complexity that comes with employee equity, founder-level compensation, and fast-moving growth decisions.
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OUR PROCESS
Consultation and Strategy Session
Let's connect to understand your needs and build a strategy to reach your goals.
Strategy Execution
We collaborate on implementation, taking a hands-on approach to manage documentation and timing.
Ready to begin? Click here to inquire and we'll come up with a custom proposal just for you.
Timely Tax Filing
We prioritize on-time filing or strategic extensions to eliminate unnecessary penalties and keep you compliant.
Ongoing, Curated Support
You'll have access to us for ongoing support throughout the year.
WE'll just say it
We’re here to ensure your fiscal strategy is as visionary as WHAT you’ve built.
Same templates. Same surface-level checklists. The same “here’s a basic tax tip” newsletter from five years ago making its 74th appearance. And your financial goals? They’re complex. They’re high-stakes. They’re evolving fast. Which means if your strategy doesn't anticipate the movement of global markets and shifting regulations… you’ll be overpaying.
Most firms wait for you to bring them the numbers; they act as historians rather than architects. But for high-networth investors, cross-border individuals and founders, "good enough" is a liability that leads to double taxation and missed equity opportunities. You don't need a firm that simply reports where you’ve been. You need a proactive partner who maps out exactly where your wealth is going.
You’re operating in a different league, and your advisory team should match that ambition with technical authority. We specialize in the "what happens next"—from choosing tax-optimal locations, to identifying deferral to exclusion opportunities, optimizing taxes over multiple years or navigating portfolio after-tax savings. All of it coordinated with your broader advisory team so you can stay focused on your business, family, and the next goal.
