Managing taxes across the US and India is complex. Our experienced team of CPAs and cross-border tax specialists brings planning, filing, and compliance together under one roof - so you avoid mistakes, stay compliant, and keep more of what you earn.
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Comprehensive cross-border financial services designed for Non-Resident Indians managing obligations across the US and India.
Complete US and India tax compliance for NRIs, including returns, reporting, and treaty benefits.
Expert guidance on property sales, fund transfers, and compliance for cross-border transactions.
SEBI-registered advisory for NRIs managing India-based portfolios with US tax optimization.
Need help determining which service is right for you?
We specialize in helping NRIs navigate specific cross-border financial situations with expert guidance and compliance support.
H1B holders, green card recipients, and new immigrants navigating their first US tax season while managing India obligations.
Managing the sale of inherited or investment property with proper tax planning and compliant fund repatriation.
Holding mutual funds, stocks, or other investments in India while ensuring US tax compliance and portfolio optimization.
Entrepreneurs and business owners managing cross-border structures, transactions, and tax optimization.
Don't see your situation listed?
Schedule a 30-minute call at your convenience. No credit card required, no obligation to continue.
Discuss your situation with a qualified expert who understands US-India cross-border matters.
Receive clear guidance tailored to your needs. Decide if you'd like to proceed with our services.
Tax strategy gets complex fast. That's why you get access to our team of certified US tax planning consultants specializing in cross-border taxation
15+ years helping NRIs optimize US-India taxation
19+ years of experience helping individuals and businesses with international tax compliance
Unlike fragmented service providers, we offer comprehensive cross-border expertise under one roof—eliminating the need to coordinate between multiple advisors.
Tax filing, investment advisory, financial planning, and compliance—all under one roof. No need to coordinate between separate CPAs, RIAs, and advisors.
Deep specialization in cross-border matters between India and the US. We understand both tax systems, regulations, and how they interact.
Our team works together on your case. Your tax advisor and investment advisor collaborate to optimize your overall financial picture.
See how InvestMates members are saving thousands every year
I had no idea I was losing thousands to double taxation. Otto flagged my DTAA credits in the first week, and now I'm saving over $18k a year. Wish I'd found this sooner.
Software Engineer, Seattle
The backdoor Roth thing always confused me, and I didn't even know what a mega backdoor was. One call cleared everything up, and now I'm maxing out strategies I didn't know existed. Worth every minute.
Product Manager, San Francisco
Honestly thought my CPA had everything covered. Turns out just moving where I hold my bonds versus stocks saves me $24k a year. The service paid for itself in the first month.
Director of Engineering, Austin
I'm not great at staying on top of this stuff. Now tax-loss harvesting just happens automatically when opportunities pop up. It's like having someone watch my portfolio for tax savings 24/7.
Investment Analyst, NYC
I had no idea I was losing thousands to double taxation. Otto flagged my DTAA credits in the first week, and now I'm saving over $18k a year. Wish I'd found this sooner.
Software Engineer, Seattle
The backdoor Roth thing always confused me, and I didn't even know what a mega backdoor was. One call cleared everything up, and now I'm maxing out strategies I didn't know existed. Worth every minute.
Product Manager, San Francisco
Honestly thought my CPA had everything covered. Turns out just moving where I hold my bonds versus stocks saves me $24k a year. The service paid for itself in the first month.
Director of Engineering, Austin
I'm not great at staying on top of this stuff. Now tax-loss harvesting just happens automatically when opportunities pop up. It's like having someone watch my portfolio for tax savings 24/7.
Investment Analyst, NYC
Everything you need to know about NRI tax services and cross-border planning
Yes, absolutely. The first consultation is completely free with no obligation to continue. We want you to feel confident about working with us before making any commitment.
You'll speak directly with one of our qualified tax specialists who has experience handling cross-border NRI cases. Depending on your specific needs, you may also be introduced to our investment advisors or business specialists as part of your comprehensive planning.
Yes, that's our core strength. Unlike most advisors who focus on just one country, we specialize in coordinating US and India tax compliance together. This ensures you optimize your overall tax situation by understanding how both jurisdictions interact and where treaty benefits apply.
After our initial call, we'll provide you with a customized action plan tailored to your situation. This may include recommendations for tax filing, planning opportunities, or investment strategies. You'll have full clarity on next steps and pricing before committing to anything. There's no pressure to proceed—we're confident you'll see the value.
For the initial consultation, just have basic information handy: your current tax filing situation (US and India), any investment accounts or property holdings, and recent pay stubs or income documents. We'll provide a detailed document checklist if you decide to move forward. Don't worry if you don't have everything—we'll guide you through what's needed.
Free 30-minute strategy call. We'll show you exactly where you're losing money to taxes.
No obligation. No sales pitch. Just honest analysis of your opportunities.
