Tax strategy consulting
Focused tax answers for cross-border families and business owners.
A 45-minute strategy session with Alad Adar, EA for Israeli-Americans, dual citizens, foreign account holders, S-Corp candidates, business owners, and taxpayers who need a clear decision before tax season.
Who this is for
Use a strategy session when the next tax move is not obvious.
Some tax questions are too specific for a quick email and too urgent to wait until filing season. You may be deciding whether to elect S-Corp status, responding to an IRS notice, trying to understand FBAR obligations, or sorting out U.S. tax filing after moving between Israel and the United States.
A consultation is designed to slow the issue down, organize the facts, and give you a clear next step. It can be used as a standalone session or as the first step before tax preparation, bookkeeping, business setup, IRS resolution, or annual membership.
Strategy topics
What we can cover in a tax strategy session.
The session is focused on your facts. We choose the topics that matter most, then work toward an answer you can act on.
FBAR and foreign accounts
Review whether foreign financial accounts may create FinCEN Form 114 reporting questions, what records to gather, and how to reduce confusion before filing.
U.S.-Israel tax issues
Discuss foreign income, Israeli pensions or savings accounts, tax treaty questions, foreign tax credits, and the practical records needed for U.S. compliance.
S-Corp election analysis
Review expected profit, owner salary, payroll cost, bookkeeping readiness, and whether an S-Corp election may be worth the extra administration.
Entity structure review
Compare LLC, S-Corp, C-Corp, partnership, and sole proprietor treatment based on ownership, growth plans, state taxes, and filing responsibilities.
Quarterly estimates
Calculate practical estimated tax targets, safe-harbor considerations, and a payment rhythm that helps avoid surprise balances and penalties.
IRS notice strategy
Walk through CP2000 letters, audit notices, balance-due notices, missing return issues, and the next communication or document response.
Multi-state and sales tax
Review whether business activity, remote work, sales, employees, or state registrations may create tax filing obligations beyond one state.
Retirement planning for owners
Discuss SEP-IRA, Solo 401(k), contribution timing, and how retirement planning interacts with business income and entity structure.
Year-end tax planning
Identify decisions to make before year-end, including income timing, deductions, withholding, estimates, payroll, bookkeeping cleanup, and filing readiness.
45-Minute Tax Strategy Consultation
A focused phone or Zoom session for one primary tax issue or a related set of planning questions.
- Conducted by phone or Zoom
- Available in English or Hebrew
- No retainer required
- Useful before tax preparation, business setup, IRS response, or annual membership
- Clear next steps after the session
What you walk away with
Not generic advice. A clearer next move.
At the end of the session, you should understand the issue, the records needed, the next deadline or decision point, and the practical options available. When numbers are available, we can discuss estimated impact, such as whether S-Corp payroll costs may outweigh savings or whether quarterly estimates need to be adjusted.
For cross-border clients, the session often clarifies years of uncertainty about foreign accounts, treaty questions, Israeli financial documents, and which issues belong on the U.S. return. For business owners, it can identify whether the next step is payroll, bookkeeping cleanup, entity restructuring, estimated tax payments, or a deeper tax preparation engagement.
How it works
A simple process for a focused consultation.
Send the issue
Tell us what decision, filing problem, notice, or cross-border question you need help with.
Share documents
Upload notices, prior returns, business numbers, foreign account details, or entity documents when relevant.
Meet by video or phone
We use the session to work through the facts, rules, options, and immediate next steps.
Decide the next move
You leave knowing whether to file, wait, amend, elect, register, respond, or move into a larger service.
Cross-border focus
Israeli-American tax questions need context.
If you have Israeli bank accounts, Keren Hishtalmut, Kupat Gemel, Bituach Menahalim, Israeli rental property, foreign income, or business interests, your U.S. tax return may require more than ordinary domestic tax preparation. A consultation can help identify which facts matter and what should be gathered before filing.
Alad Adar, EA is fluent in Hebrew and works regularly with Israeli-American clients. That means less time explaining the context and more time deciding how to handle the U.S. tax side.
Next service path
The consultation can become the first step.
Sometimes the answer is simple and the consultation is enough. Other times, the session identifies a larger project: tax preparation, IRS problem resolution, bookkeeping cleanup, business setup, or annual membership. When that happens, you will understand the scope before moving forward.
Client perspective
Clear answers before bigger decisions.
“The consultation helped me understand whether an S-Corp made sense before I filed anything. I left with payroll, bookkeeping, and estimated tax next steps instead of a vague answer.”
Small business owner
“I had Israeli accounts and was not sure what needed to be reported in the U.S. The session clarified the documents I needed and what to address before filing.”
Israeli-American taxpayer
Questions
Tax strategy consultation FAQ
How long is the consultation?
The standard strategy consultation is 45 minutes by phone or Zoom. It is designed for one primary issue or a related set of questions.
How much does it cost?
The consultation is $150. No retainer is required for a standalone session.
Can the session be in Hebrew?
Yes. Alad Adar is fluent in Hebrew and can conduct the consultation in English or Hebrew.
Can you tell me whether I should elect S-Corp status?
We can review whether S-Corp status appears worth considering based on your income, payroll obligations, state treatment, bookkeeping readiness, and administrative cost. If the election is appropriate, that filing can be handled as a separate service.
Can you review an IRS notice during the session?
Yes. A consultation can be used to review the notice, explain what the IRS or state agency is requesting, and identify the next response step. Formal representation is separate if needed.
Can you help with FBAR questions?
Yes. A session can help identify whether foreign account reporting may apply, what account information should be gathered, and whether a tax preparation or cleanup engagement is needed.
Will I receive a full written tax opinion?
No. The consultation is a practical strategy session, not a formal written legal or tax opinion. If a more formal memo or detailed analysis is needed, that can be scoped separately.
Can this become ongoing support?
Yes. Many clients start with a consultation and then move into tax preparation, annual membership, bookkeeping, IRS resolution, or business setup depending on what the session uncovers.
Ready for a clearer answer?
Book a focused tax strategy consultation.
Send the issue you want to solve, along with any notices, business numbers, foreign account questions, or entity documents. We will use the session to identify the next practical step.