Sarah Johnson
CPA
Location: New York, United States
Advises on tax jurisdictions: US-FED · US-NY
Languages: English, Spanish
Consultation: Remote or in person
Individual Tax PreparationBusiness Tax ServicesTax Planning & Advisory
View profileIndividuals & businesses
Tax Planning & Advisory
Forward-looking advice on structure, timing and tax position, given by a professional authorized in the relevant jurisdiction.
About the service
What tax planning & advisory generally covers
Advisory work looks ahead rather than back. It deals with decisions that have not been made yet — how to structure an entity, when to realise a transaction, how a change in residence or ownership would be treated.
Unlike compliance work, advisory output is specific to the facts. Generic guidance is not a substitute for advice on your circumstances from someone authorized in your jurisdiction.
Nothing on this website, including these pages, is tax advice. These pages describe what the category of work involves so you can find someone qualified to advise you.
Who may benefit
- Businesses considering a change in structure, ownership or operating footprint
- Individuals planning a move between countries or a change in tax residence
- Anyone facing a one-off transaction with a material tax consequence
- Organisations that want their compliance position reviewed before, rather than after, a decision
Jurisdiction limits to be aware of
- Advisory work is specific to the facts and to one or more named jurisdictions; it does not transfer to another jurisdiction or to another set of circumstances.
- Advice on a jurisdiction should come from a professional authorized there. Authorization is not implied by location, by a listing on this site, or by a professional's other credentials.
- Which tax jurisdictions a professional may act in is set by that jurisdiction's own rules, not by this marketplace. A professional's location does not establish where they are authorized to practise — always confirm authorization for the jurisdiction you need before engaging anyone.
Common needs
Situations this service usually covers
Typical reasons people look for this work. Scope is agreed with the professional you engage — not set by this platform.
Entity and structure decisions
How a proposed structure would be treated before it is put in place.
Transaction planning
The tax consequences of a disposal, acquisition or restructuring being considered.
Residence and relocation
How a change of residence would affect which jurisdictions you file in and in what capacity.
Position review
A second professional view on a position already taken or about to be taken.
Questions worth asking
Ask these of any professional you contact. TaxAccountant.com cannot answer them for a specific professional or a specific situation.
- Which jurisdictions can you advise on, and in what capacity?
- What facts and documents do you need before you can give a view?
- Will the advice be given in writing, and what are its stated limitations?
- Where does your engagement end and another specialist's begin?
Find professionals
Professionals offering tax planning & advisory
Opening the directory from here keeps this service selected, so you can add a country, tax jurisdiction or language on top of it.
Development preview — 6 example profiles. These are development-only examples used to build and test discovery, not live listings. Designations are self-declared and unverified, and the profile pages they link to are excluded from search indexing for the same reason.
Emily Rodriguez
Chartered Tax Adviser
Location: London, United Kingdom
Advises on tax jurisdictions: GB-HMRC · US-FED
Languages: English, Spanish, French
Consultation: Remote or in person
Individual Tax PreparationInternational Tax ServicesTax Planning & AdvisoryView profile
David Wilson
Chartered Accountant
Location: Sydney, Australia
Advises on tax jurisdictions: AU-ATO
Languages: English
Consultation: Remote or in person
Business Tax ServicesBookkeeping & AccountingTax Planning & AdvisoryView profile
FAQs
Tax Planning & Advisory — frequently asked questions
General information about this category of work. Nothing here is advice about your own tax position.
Can I get tax advice from this website?
No. TaxAccountant.com helps you find professionals. It does not give tax advice, and no page here should be relied on for a decision about your own circumstances.
How is advisory different from tax preparation?
Preparation reports what has already happened. Advisory considers something that has not happened yet. They are often provided by the same professional but are separate pieces of work with different scope.
Can an advisor in one country advise on another?
Only where they are authorized and competent to do so. Some professionals hold authorization in more than one jurisdiction; the directory lists each professional's stated jurisdictions separately from their location.
Related
Other services to consider
Find an accountant for tax planning & advisory
This service stays selected in the directory, so you only need to add the country, tax jurisdiction or language that applies to you.
Confirm authorization for your tax jurisdiction, the scope of the work and the fee directly with any professional you contact.